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A view agreement offers the ability to view the agreement details based on the customer code and company code. The system displays all the details in the multiline according to the specific search of agreement date, agreement number, quotation number, quotation date and customer PO number.
Select the “View Agreements” activity under the “Customer Portal” business component.
The “View Agreements” page appears.
- Clicking this icon available near
certain fields takes you to the help page of the respective field.
To view the existing agreement details
The system displays the following details on the launch of the page.
Customer Code |
The unique code that identifies the customer. |
Customer Name |
The name of the customer mapped with the customer code. |
Company Code |
The unique code that identifies the company. |
Company Name |
The name of the company mapped with the company code. |
Enter the following details in the header:
Org. Unit |
Use the drop-down list box to select the organizational unit. |
Org. Name |
On selection of the OU, the system displays the name of the organization. |
Quotation No |
The unique number that identifies the quotation. |
Quotation Date From |
The starting range of the quotation date from which you wish to retrieve the details. |
Quotation Date To |
The ending range of the quotation date till which you wish to retrieve the details. |
Agreement No |
The unique number that identifies the agreement. |
Agreement Date From |
The starting range of the agreement date from which you wish to retrieve the details. |
Agreement Date To |
The ending range of the agreement date till which you wish to retrieve the details. |
Agreement Status |
Use the drop-down list box to select the status of the agreement. The combo is loaded with the values of “Fresh” and “Authorized”. |
Agreement Mode |
Use the drop-down list box to select the mode of the agreement. The combo is loaded with the values of “After Sales”, “Rental Operation” and “Consignment Trip Operation”. |
Agreement Type |
Use the drop-down list box to select the type of the agreement. The combo is loaded with the values of “Fixed Rate Rental”, “Time Sheet ” |
Customer PO No |
The unique number that identifies the customer purchase order. |
Customer PO Date |
The date at which the purchase order was created. |
Agreement Expiry |
Use the drop-down list box to select the expiry date of the agreement. The combo is loaded with the values of “Two Days”, “One Week” and “One Month”. |
Click the “Search” button to retrieve the entire details in the multiline.
The following details are displayed in the multiline:
Agreement No |
The unique number that identifies the agreement. Click the “Agreement No” hyperlink to launch the agreement details page. |
Agreement Date |
The date at which the agreement was created. |
Status |
The status of the agreement. |
Agreement Mode |
The mode of the agreement. |
Agreement Type |
The type of the agreement. |
Revision No |
The unique number that identifies the revision. |
Renewal Date |
The date at which the agreement was renewed. |
Insurance No |
The unique number that identifies the insurance. |
Quotation No |
The unique number that identifies the quotation. |
Quotation Date |
The date at which the quotation was created. |
Customer PO No |
The unique number that identifies the customer purchase order. |
Customer PO Date |
The date at which the customers purchase order was created. |
From Date |
The date from which the customer purchase order was created. |
To Date |
The date till which the customer purchase order was created |
Select the “Request Extension” link to view the request extension page.
