SM Agreement List
You can use the SM Agreement List report by selecting .
The SM Agreement List report allows a user to see what Agreements have been entered into the Viewpoint system, the status of those Agreements, what are the Revisions under each agreement, and the status of those Revisions. In the context of this report there are 2 Agreement statuses (Active and Inactive) and 8 Revision statuses (Original Quote, Amendment Quote, Renewal Quote, Active, Active at a Future Date, Expired, Terminated, or Cancelled). This report allows the user to filter on any combination of these 10 different status flags, along with filtering on a single Agreement, a single Customer, or a single Agreement Type.
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Report Parameters |
Description |
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Company |
Accept the default, or press F4 to select a company. |
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Customer (blank for all) |
Select the Field Lookup button or press F4 to select the Customer or leave blank for All |
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Agreement (blank for all) |
Click the Field Lookup button or press F4 to select the agreement or leave blank for all. |
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Agreement Type (blank for all) |
Click the Field Lookup button or press F4 to select the agreement type or leave blank for all. |
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Sort By (C)ustomer Number or (N)ame |
Enter C or N. |
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Sort Agreement Revisions by (R)evision Number or (S)tatus |
Enter R or S. |
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Quote Statuses Show Original Quotes Show Renewal Quotes Show Amendment Quotes |
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checkbox to show original quotes. |
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checkbox to show renewal quotes. |
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checkbox to show amendment quotes. |
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Active Statuses Show Active Agreements Show Future Active |
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checkbox to show active agreements. |
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checkbox to show future active. |
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Inactive Statuses Show Terminated Show Expired Show Cancelled |
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checkbox to show terminated. |
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checkbox to show expired. |
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checkbox to show cancelled. |
