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| − | = | + | = 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. | |
| − | + | To set the auto expiration of an agreement: | |
| − | + | 1. On the ICM Home Page, click '''Create Agreement''' tile. The Create Agreement page opens. | |
| − | + | 2. Enter the Contract Type Details under '''Contract Type Details''' tab. | |
| − | + | 3. Click '''Next''' to go to '''Attributes''' tab. | |
| − | + | 4. Open the '''Key Dates''' section under '''Attributes''' tab. | |
| − | + | 5. Select the '''Effective Date''' of the contract. | |
| − | + | 6. In the '''Tenure in months''' box, select or enter the tenure of the agreement. | |
| − | + | 7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement. | |
| − | + | [[File:Auto Expiry of Agreement1.png]]<br/> | |
| − | + | '''Set the auto expiry date for an agreement while editing the agreement''' | |
| − | + | To set the auto expiry of an agreement: | |
| − | + | 1. Click the '''Agreements''' tile on the home page. The '''Agreements''' page displays the list of existing agreements. | |
| − | + | 2. In the agreements list, click [[File:View Amendment1.png]] to open the agreement that you want to edit. The agreement details page appears. | |
| − | + | 3. Click '''Edit'''. | |
| − | + | 4. Open the '''Key Dates''' section under '''Attributes''' tab. | |
| − | + | 5. Select the '''Effective Date''' of the contract. | |
| − | + | 6. In the '''Tenure in months''' box, select or enter the appropriate tenure of the agreement. | |
| − | + | 7. In the '''Expiry Date''' box, select the appropriate expiry date for the agreement. | |
| − | + | 8. Click '''Update'''. | |
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Revision as of 11:19, 16 March 2017
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.
To set the auto expiration of an agreement:
1. On the ICM Home Page, click Create Agreement tile. The Create Agreement page opens.
2. Enter the Contract Type Details under Contract Type Details tab.
3. Click Next to go to Attributes tab.
4. Open the Key Dates section under Attributes tab.
5. Select the Effective Date of the contract.
6. In the Tenure in months box, select or enter the tenure of the agreement.
7. In the Expiry Date box, select the appropriate expiry date for the agreement.
Set the auto expiry date for an agreement while editing the agreement
To set the auto expiry of an agreement:
1. Click the Agreements tile on the home page. The Agreements page displays the list of existing agreements.
2. In the agreements list, click 
to open the agreement that you want to edit. The agreement details page appears.
3. Click Edit.
4. Open the Key Dates section under Attributes tab.
5. Select the Effective Date of the contract.
6. In the Tenure in months box, select or enter the appropriate tenure of the agreement.
7. In the Expiry Date box, select the appropriate expiry date for the agreement.
8. Click Update.
