From ICIHelp7.15
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= Adding Supporting Documents to an Agreement = | = Adding Supporting Documents to an Agreement = | ||
| − | + | You can add '''Associations''' and '''Supporting Documents''' to an agreement once it is created. Supporting documents are not necessarily part of the agreement, but can be used to capture miscellaneous items, like email threads, Minutes of Meetings, and so on. There are 2 different types of associations: | |
| − | * | + | *Peer to Peer: when an agreement is associated with another agreement or Masterdata. |
| − | * | + | *Parent to Child: when an agreement and its supporting documents are linked through Associations defined in a contract type. Note that the inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same. |
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| − | + | To add an Association: | |
| − | # | + | #Click the '''Agreement Management''' tile on the [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]]. |
| − | # | + | #Click the '''Details''' icon [[File:Eyeball.png|RTENOTITLE]] to view the details of the selected Agreement. This opens the [[Agreement_Details_Page|Agreement Details Page]]. <span class="bullet-align-image">[[File:Add association1.png|RTENOTITLE]]</span></div> |
| − | # | + | #Click the '''Associations''' option in the left navigation to see a list of all associations that have been added to the agreement. |
| − | # | + | #Click [[File:Add icon.jpeg|RTENOTITLE]] icon to add a peer-to-peer association. This opens the '''Select Association''' dialogue box.<div class="image-green-border"><span class="bullet-align-image">[[File:AddAssociation3.jpg|RTENOTITLE]]</span></div> |
:<ol start="5"> | :<ol start="5"> | ||
| + | </ol> | ||
| + | <ul style="margin-left: 80px;"> | ||
<li><font face="Segoe UI">Select an appropriate association and then click '''Select'''. The selected Association gets added under the '''Association''' section with an incremented association number.</font></li> | <li><font face="Segoe UI">Select an appropriate association and then click '''Select'''. The selected Association gets added under the '''Association''' section with an incremented association number.</font></li> | ||
<li><font face="Segoe UI">Click [[File:Add icon.jpeg|RTENOTITLE]] to add a parent-to-child association. This opens the '''Create Associated Document''' dialog box with the parent agreement name on the right side of the page.</font></li> | <li><font face="Segoe UI">Click [[File:Add icon.jpeg|RTENOTITLE]] to add a parent-to-child association. This opens the '''Create Associated Document''' dialog box with the parent agreement name on the right side of the page.</font></li> | ||
<li><font face="Segoe UI">Type the appropriate information in the respective fields and click '''Create''' to create a child association for that agreement.</font></li> | <li><font face="Segoe UI">Type the appropriate information in the respective fields and click '''Create''' to create a child association for that agreement.</font></li> | ||
<li><font face="Segoe UI">The association gets added under the '''Association''' section with an incremented association number.</font></li> | <li><font face="Segoe UI">The association gets added under the '''Association''' section with an incremented association number.</font></li> | ||
| − | </ | + | </ul> |
| − | + | <div class="note-box"><font face="Segoe UI">'''Note:''' There is a provision in ICM to 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 need to be created:<br/> * </font><span style="font-family:">for Mapping – it will consist of </span>'''Contract type'''<span style="font-family:">, </span>'''Associations'''<span style="font-family:">, </span>'''Event'''<span style="font-family:">which is the state when you want the supporting document to get attach with the Agreement and the </span>'''Smart Link'''<span style="font-family:">saved search name.<br/> *</span><span style="font-family:">for Document Repository – it will consist of information like </span>'''Document Name'''<span style="font-family:">, </span>'''Effective date'''<span style="font-family:">, </span>'''Validity'''<span style="font-family:">etc.</span><br/> <br/> <font face="Segoe UI">The Rule needs to be created for the Agreement to get the '''Supporting Documents''' auto attached at the '''predefined state'''.</font></div> | |
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Revision as of 21:22, 5 March 2017
Adding Supporting Documents to an Agreement
You can add Associations and Supporting Documents to an agreement once it is created. Supporting documents are not necessarily part of the agreement, but can be used to capture miscellaneous items, like email threads, Minutes of Meetings, and so on. There are 2 different types of associations:
- Peer to Peer: when an agreement is associated with another agreement or Masterdata.
- Parent to Child: when an agreement and its supporting documents are linked through Associations defined in a contract type. Note that the inheritance is possible only when the data type of attributes defined for Parent and child agreements are the same.
To add an Association:
- Click the Agreement Management tile on the My Dashboard. This opens the Agreements Page.
- Click the Details icon
to view the details of the selected Agreement. This opens the Agreement Details Page. 
</div> - Click the Associations option in the left navigation to see a list of all associations that have been added to the agreement.
- Click
icon to add a peer-to-peer association. This opens the Select Association dialogue box.
- Select an appropriate association and then click Select. The selected Association gets added under the Association section with an incremented association number.
- Click to add a parent-to-child association. This opens the Create Associated Document dialog box with the parent agreement name on the right side of the page.
- Type the appropriate information in the respective fields and click Create to create a child association for that agreement.
- The association gets added under the Association section with an incremented association number.
Note: There is a provision in ICM to auto attach supporting documents to an agreement at a pre-defined state, if proper Masterdata and Rules are created for the specific Contract type.
Two types of Masterdata need to be created:
* for Mapping – it will consist of Contract type, Associations, Eventwhich is the state when you want the supporting document to get attach with the Agreement and the Smart Linksaved search name.
*for Document Repository – it will consist of information like Document Name, Effective date, Validityetc.
The Rule needs to be created for the Agreement to get the Supporting Documents auto attached at the predefined state.
Two types of Masterdata need to be created:
* for Mapping – it will consist of Contract type, Associations, Eventwhich is the state when you want the supporting document to get attach with the Agreement and the Smart Linksaved search name.
*for Document Repository – it will consist of information like Document Name, Effective date, Validityetc.
The Rule needs to be created for the Agreement to get the Supporting Documents auto attached at the predefined state.
