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This text refers to program version 8.5  

Entering an Agreement

This page describes adding a new record to the Agreement register in the Rental module.

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You can create Agreement records using the following methods:

1. You can add Agreements directly to the Agreement register.
   

2. You can create Agreements from Rental Quotations. Open a Rental Quotation in a record window and select 'Create Reservations (Accept Quotation)' from the Create menu (Windows/macOS) or + menu (iOS/Android).

In both cases, the Agreement window will open, containing various default values depending on the method that you used to create the record.

Since the amount of information stored about each Agreement will not fit on a single screen, the Agreement window has been divided into seven cards. At the top of each is the header. This contains the Agreement Number, Customer Number, Name and Contact, Delivery Address and Department. There are seven named buttons ('tabs') in the header.

By clicking the tabs you can navigate between the cards, and always go directly to a certain card. The header is always visible, so you can always identify the Agreement you are working with.

If you are using iOS or Android, there will only be two tabs, marked 'Items' and 'Details'. If you tap 'Details', you will see every card except 'Reservations' arranged vertically on screen. You can scroll down to see each one, or you can jump to any card by tapping on any tab and selecting the tab you want to go to.

Complete the Agreement record as appropriate and as described on the following pages, then save it using the [Save] button (Windows/macOS) or by tapping √ (iOS/Android) and close the window by clicking the close box (Windows/macOS) or by tapping < (iOS/Android). Then, close the browse window using the close box or < again.

Please refer to the following pages for details about the fields on each card:

• Header
  

• 'Dates' card
  

• 'Reservations' card
  

• 'Del.Terms' card
  

• 'Invoicing' card
  

• 'Inv.Address' card
  

• 'Del.Address' card
  

• 'Conditions' card

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The Agreement register in Standard ERP:

• Introduction
  

• Entering an Agreement
  

• Printing Agreements
  

• Adding and Managing Charges
  

• Operations menu
  

• Create menu (including adding charges and invoicing)

Go back to:

• Home page for Rental module manual
  

• Home page for Standard ERP manual

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