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| <title>The Edit Agreement help screen</title> |
| <para>The 'Agreement' sub menu is used to enter the basic details required for setting up a new |
| agreement or editing an existing one.</para> |
| <para>It can be used to create or update the following details for an Agreement:</para> |
| <itemizedlist> |
| <listitem><para>The parties the agreement is between and their roles</para></listitem> |
| <listitem><para>The agreement type (eg Sales, Purchase, Commission, Employment etc)</para></listitem> |
| <listitem><para>Specific products </para></listitem> |
| <listitem><para>Start and End Date</para></listitem> |
| <listitem><para>Description</para></listitem> |
| </itemizedlist> |
| <section> |
| <title>How do I edit an agreement?</title> |
| <orderedlist> |
| <listitem><para>Find the agreement that needs to be amended</para></listitem> |
| <listitem><para>Click on Agreement Id</para></listitem> |
| <listitem><para>The 'Edit Agreement' screen will be displayed</para></listitem> |
| <listitem><para>Amend the details required and press the 'Submit' button (NOTE: Additional agreement details can be updated via the other tabs eg Agreement Terms, Agreement Roles, Agreement Items and Agreement Work Effort Appls)</para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I copy an existing agreement?</title> |
| <orderedlist> |
| <listitem><para>Find the agreement that needs to be copied</para></listitem> |
| <listitem><para>Click on the Agreement Id</para></listitem> |
| <listitem><para>The 'Edit Agreement' screen will be displayed</para></listitem> |
| <listitem><para>At the bottom of the screen press the 'Copy' in the 'Copy Agreement' window (NOTE: The default tick boxes will copy the agreement terms, products and party. If not required then click on the boxes to stop them being copied)</para></listitem> |
| </orderedlist> |
| </section> |
| </section> |