From ICIHelp7.15
Jump to: navigation, search
 
(7 intermediate revisions by 2 users not shown)
Line 2: Line 2:
 
= Setting auto-expiry for an Agreement =
 
= 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 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.
+
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:
+
To set the auto-expiration of an agreement:
  
−
#On the ICM Home Page, click '''Create Agreement''' tile. The Create Agreement page opens.  
+
#'''Click''' ''Agreement Management''''' '''> ''Create Agreement'' on the ''Home ''page. The ''Create Agreement ''page opens.  
−
#Enter the Contract Type Details under '''Contract Type Details''' tab.  
+
#'''Enter''' the Contract Type Details under the ''Contract Type Details'' section.  
−
#Click '''Next''' to go to '''Attributes''' tab.  
+
#'''Click''' ''Next'' to go to ''Attributes'' section.  
−
#Open the '''Key Dates''' section under '''Attributes''' tab.
+
#'''Open''' the ''Key Dates'' section.
−
#Select the '''Effective Date''' of the contract.  
+
#'''Select''' the ''Effective Date'' of the contract.  
−
#In the '''Tenure in months''' box, select or enter the tenure of the agreement.  
+
#'''Select '''or '''enter '''the tenure of the agreement in the ''Tenure in months'' box.  
−
#In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
+
#'''Select''' the expiry date for the agreement in the ''Expiry Date'' box, .
 +
<div class="image-green-border">[[File:Auto Expiry of Agreement1.png|RTENOTITLE]]<br/> &nbsp;</div>
 +
=== '''Set the auto-expiry date for an agreement while editing the agreement''' ===
  
−
[[File:Auto Expiry of Agreement1.png|RTENOTITLE]]<br/> &nbsp;
+
To set the auto-expiry date of an agreement:
  
−
=== '''Set the auto expiry date for an agreement while editing the agreement''' ===
+
#'''Click''' the ''Agreements'' tile on the home page. The ''Agreements'' page displays the list of existing agreements.
 +
#'''Click '''the ''View Record''&nbsp;icon to open the agreement that you want to edit. The agreement details page appears.
 +
#'''Click''' ''Edit''.
 +
#'''Open''' the ''Key Dates'' section .
 +
#'''Select''' the ''Effective Date'' of the contract.
 +
#'''Select''' or '''enter''' the tenure of the agreement in the ''Tenure in months'' box, .
 +
#'''Select''' the expiry date for the agreement&nbsp;in the ''Expiry Date'' box,
 +
#'''Click''' ''Update''.
  
−
To set the auto expiry of an agreement:
+
&nbsp;
  
−
#Click the '''Agreements''' tile on the home page. The '''Agreements''' page displays the list of existing agreements.
+
&nbsp;
−
#In the agreements list, click [[File:View Amendment1.png|RTENOTITLE]] to open the agreement that you want to edit. The agreement details page appears.
+
 
−
#Click '''Edit'''.
+
'''Related Topics''': &nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[Agreements|Agreements]]
−
#Open the '''Key Dates''' section under '''Attributes''' tab.
+
−
#Select the '''Effective Date''' of the contract.
+
−
#In the '''Tenure in months''' box, select or enter the appropriate tenure of the agreement.
+
−
#In the '''Expiry Date''' box, select the appropriate expiry date for the agreement.
+
−
#Click '''Update'''.
+

Latest revision as of 10:58, 17 November 2020

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 Agreement Management > Create Agreement on the Home 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. 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, .
RTENOTITLE
 

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 Record icon to open the agreement that you want to edit. The agreement details page appears.
  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

Retrieved from "https://iciwikiapac.icertis.com:15443/ICIHelp7.15/index.php?title=Setting_auto-expiry_for_an_Agreement&oldid=15548"