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=Setting auto-expiry for an Agreement=
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= Setting auto-expiry for an Agreement =
  
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You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force on this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.<br/>
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You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force after this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.
  
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To set the auto expiration of an agreement:
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To set the auto-expiration of an agreement:
  
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1. On the ICM Home Page, click '''Create Agreement''' tile. The Create Agreement page opens.<br/>
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1.&nbsp;'''Click''' "Agreements" on the "Home" page and then&nbsp;'''click&nbsp;'''"Create"&nbsp;on the "Agreements" page.&nbsp;The''"''Create Agreement''"''page opens.
  
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2. Enter the Contract Type Details under '''Contract Type Details''' tab.
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2.&nbsp;'''Enter''' the Contract Type Details under the&nbsp;Contract Type Details section.
  
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3. Click '''Next''' to go to '''Attributes''' tab.
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3.&nbsp;'''Click'''&nbsp;"Next" to go to "Attributes" section.
  
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4. Open the '''Key Dates''' section under '''Attributes''' tab.
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4.&nbsp;'''Select''' the "Effective Date" of the contract.
  
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5. Select the '''Effective Date''' of the contract.
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5.&nbsp;'''Select&nbsp;'''or '''enter&nbsp;'''the tenure of the agreement in the "Tenure in months" box.
  
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6. In the '''Tenure in months''' box, select or enter the tenure of the agreement.
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6.&nbsp;'''Select''' the expiry date for the agreement in the "Expiry Date" box, .
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<div class="image-green-border">[[File:Agreements-Auto-Expiry-Dates.png|500px]]<br/> &nbsp;</div>
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=== '''Set the auto-expiry date for an agreement while editing the agreement''' ===
  
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7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
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To set the auto-expiry date of an agreement:
  
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[[File:Auto Expiry of Agreement1.png]]<br/><br/>
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1.&nbsp;'''Click''' the "Agreements" tile on the "Home" page. The Agreements page displays the list of existing agreements.
  
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'''Set the auto expiry date for an agreement while editing the agreement'''
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2.&nbsp;'''Click '''the "View Details" icon to open the agreement that you want to edit. The agreement "Details" page opens.
  
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To set the auto expiry of an agreement: <br/>
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3.&nbsp;'''Click'''&nbsp;"Edit".
  
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1. Click the '''Agreements''' tile on the home page. The '''Agreements''' page displays the list of existing agreements.<br/>
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4.&nbsp;'''Open''' the Key Dates section .
  
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2. In the agreements list, click [[File:View Amendment1.png]] to open the agreement that you want to edit. The agreement details page appears.<br>
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5.&nbsp;'''Select''' the Effective Date of the contract.
  
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3. Click '''Edit''' . <br/>
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6.&nbsp;'''Select''' or '''enter''' the tenure of the agreement in the Tenure in months box, .
  
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4. Open the '''Key Dates''' section under '''Attributes''' tab.
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7.&nbsp;'''Select''' the expiry date for the agreement&nbsp;in the Expiry Date box,
  
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5. Select the '''Effective Date''' of the contract.
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8.&nbsp;'''Click''' Update.
  
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6. In the '''Tenure in months''' box, select or enter the appropriate tenure of the agreement.
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'''Related Topics''': &nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]
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7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
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8. Click '''Update'''.
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<link-page pagebefore="Add_Commitments_to_Your_Contract/Agreement|Add Commitments to Your Contract/Agreement" pageafter="Download_and_Print_Contract/Agreement_Information |Download and Print Contract/Agreement Information" />
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Latest revision as of 06:24, 21 January 2022

Setting auto-expiry for an Agreement

You can set a date on which any agreement should auto-expire. The agreement expires and will no longer be in force after this date. You can set the date either at the time of creating the agreement or while editing it. The expiration date cannot be a past or the current date; it must be a future date.

To set the auto-expiration of an agreement:

1. Click "Agreements" on the "Home" page and then click "Create" on the "Agreements" page. The"Create Agreement"page opens.

2. Enter the Contract Type Details under the Contract Type Details section.

3. Click "Next" to go to "Attributes" section.

4. Select the "Effective Date" of the contract.

5. Select or enter the tenure of the agreement in the "Tenure in months" box.

6. Select the expiry date for the agreement in the "Expiry Date" box, .

Agreements-Auto-Expiry-Dates.png
 

Set the auto-expiry date for an agreement while editing the agreement

To set the auto-expiry date of an agreement:

1. Click the "Agreements" tile on the "Home" page. The Agreements page displays the list of existing agreements.

2. Click the "View Details" icon to open the agreement that you want to edit. The agreement "Details" page opens.

3. Click "Edit".

4. Open the Key Dates section .

5. Select the Effective Date of the contract.

6. Select or enter the tenure of the agreement in the Tenure in months box, .

7. Select the expiry date for the agreement in the Expiry Date box,

8. Click Update.

Related Topics:  Agreement Management | Agreements

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