Tutorial: Creating Agreement

Agreement

Agreement interface can be used to record Agreement Number, Agreement Date, Agreement to Sale No, Agreement to Sale Date, Registration Number and Registration Date.

Business Unit: Select business unit

Financial Year: It gets populated, however user can select another as per requirement

Document Type: It gets populated, however user can select another as per requirement

Document Date: It shows as on date by default. User can set another date.

Document No: It is generated after the entry saved

Booking No: Select booking number (Data comes from Transaction > Booking > Booking)

Agreement No: Enter agreement number

Agreement Date: Enter agreement date

Agreement to Sales No: Enter agreement to sales number

Agreement to Sales Date: Enter agreement to sales date

Registration No: Enter registration number

Registration Date: Enter registration date

Agreement Handover Date: Enter the Agreement Handover Date

Submit and save the entry.

Saved entry can be searched to view.

Note:

Unit Agreement: Customer Name and Unit No. in Agreement Approval

Step1: Go to Administration > Workflow > Business Rule

Step2: Set the Business Rule for Unit Agreement

Step3: Make one Agreement entry

Step4: Now go to the Pending Agreement screen and check that the Customer Name and Unit No. is showing in the approval screen against the Agreement entry.

Tutorial: Creating Agreement