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To add an Association: | To add an Association: | ||
| − | 1. '''Click '''the ''Agreement Management ''tile on [[My_Dashboard]]. The Agreements Page opens. | + | 1. '''Click '''the ''Agreement Management ''tile on [[My_Dashboard|My_Dashboard]]. The Agreements Page opens. |
2. '''Click''' the ''Details'' icon to view the details of the selected Agreement. The [[Agreement_Details_Page|Agreement Details Page]] opens. | 2. '''Click''' the ''Details'' icon to view the details of the selected Agreement. The [[Agreement_Details_Page|Agreement Details Page]] opens. | ||
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8. The Association gets added under the ''Association ''section with an incremented association number. | 8. The Association gets added under the ''Association ''section with an incremented association number. | ||
<div class="note-box">'''Note:''' In ICM you can auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract Type.<br/> Two types of Masterdata must be created:,<br/> * for Mapping: it will consist of Contract type, Associations, Event which is the state when you want the supporting document to get attach with the Agreement and the Smart Link saved search name.<br/> * for Document Repository: it will consist of information such as Document Name, Effective date and Validity.<br/> The Rule needs to be created for the Agreement to get the ''Supporting Documents'' auto attached at the predefined state.</div> | <div class="note-box">'''Note:''' In ICM you can auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract Type.<br/> Two types of Masterdata must be created:,<br/> * for Mapping: it will consist of Contract type, Associations, Event which is the state when you want the supporting document to get attach with the Agreement and the Smart Link saved search name.<br/> * for Document Repository: it will consist of information such as Document Name, Effective date and Validity.<br/> The Rule needs to be created for the Agreement to get the ''Supporting Documents'' auto attached at the predefined state.</div> | ||
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=== Auto-attachment of Associated documents === | === Auto-attachment of Associated documents === | ||
You can also create multiple Agreements that will have all the required supporting documents auto-attached to it. For this to work, the ICM Administrator must create two Masterdata Contract Types, one for the Supporting Documents and another to map the Agreement Contract Type to the specific Supporting Document. This feature will be useful when several Agreements need to be created with the same supporting documents. For example: Every sales order Agreement may be required to include a warranty documentation. | You can also create multiple Agreements that will have all the required supporting documents auto-attached to it. For this to work, the ICM Administrator must create two Masterdata Contract Types, one for the Supporting Documents and another to map the Agreement Contract Type to the specific Supporting Document. This feature will be useful when several Agreements need to be created with the same supporting documents. For example: Every sales order Agreement may be required to include a warranty documentation. | ||
</div> | </div> | ||
Revision as of 07:54, 3 January 2019
Adding Supporting Documents to an Agreement
You can add Associations and supporting documents to an Agreement after it is created. Supporting documents are not necessarily part of the agreement, but are used to capture miscellaneous details, like email threads, minutes of meetings, and so on. There are two types of associations:
- Peer to Peer: when an agreement is associated with another agreement or Masterdata. The peer associations can be in Executed, Waiting for Review and Reviewed states. This works only for the configured state(s).
- Parent to Child: when an agreement and its supporting documents are linked through associations that are defined in a contract type. Inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same.
To add an Association:
1. Click the Agreement Management tile on My_Dashboard. The Agreements Page opens.
2. Click the Details icon to view the details of the selected Agreement. The Agreement Details Page opens.
3. Click the Associations option in the left navigation to see a list of all associations that have been added to the agreement.
4.Click 
icon to add a peer to peer association. The Select Association page opens.
5. Select an appropriate association and then click Select. The selected Association gets added under theAssociation section with an incremented association number.
6. Click to add a parent to child association. The Create Associated Document dialog box opens with the parent agreement name on the right side of the page.
7. Type the appropriate information in the respective fields and click Create to create a child association for that agreement.
8. The Association gets added under the Association section with an incremented association number.
Two types of Masterdata must be created:,
* for Mapping: it will consist of Contract type, Associations, Event which is the state when you want the supporting document to get attach with the Agreement and the Smart Link saved search name.
* for Document Repository: it will consist of information such as Document Name, Effective date and Validity.
The Rule needs to be created for the Agreement to get the Supporting Documents auto attached at the predefined state.
Auto-attachment of Associated documents
You can also create multiple Agreements that will have all the required supporting documents auto-attached to it. For this to work, the ICM Administrator must create two Masterdata Contract Types, one for the Supporting Documents and another to map the Agreement Contract Type to the specific Supporting Document. This feature will be useful when several Agreements need to be created with the same supporting documents. For example: Every sales order Agreement may be required to include a warranty documentation.
