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Exact Synergy Enterprise   
 

Creating and maintaining agreement set lines for Service management

Menu path

Service management à Setup à Contracts à Agreement sets

Introduction

This page allows you to create and maintain agreement set lines, which can then be linked to the relevant agreement sets created. Agreement sets can be used to speed up processes and enable consistency in agreements used when creating contract (templates).

Roles and rights

To create, edit, and delete agreement set lines, function right 996 – Maintain service agreement sets is required. Users with the Service manager role has this function right.

Notes:

  • For more details on function rights, go to System à Setup à Security à Function rights.
  • For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 251.

How do I create agreement set lines?

  1. On the Service: Agreement sets page, define the search criteria.
  2. Select the required agreement set under the Code column.
  3. In the Agreements section, click Add.
  4. Define the fields.
  5. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit agreement set lines?

  1. On the Service: Agreement sets page, define the search criteria.
  2. Select the required agreement set under the Code column.
  3. In the Agreements section, select an agreement under the Line order column.
  4. Make the necessary change(s).
  5. Click Save.

How do I delete agreement set lines?

  1. On the Service: Agreement sets page, define the search criteria.
  2. Select the required agreement set under the Code column.
  3. In the Agreements section, select an agreement under the Line order column.
  4. Click Delete.
  5. A message “Are you sure that you want to delete this record?” will be displayed.
  6. Click OK.
Buttons

Fields

Related documents

 

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 22.567.818
 Assortment:  Date: 14-03-2013
 Release: 247  Attachment:
 Disclaimer

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