Setting Up and Using Scheduling

This chapter has been separated out from the Scheduling & Dispatch chapter included in previous versions. It has been structurally reorganised and largely rewritten.

Setting Up and Using the Dispatch Board

This chapter has been separated out from the Scheduling & Dispatch chapter included in previous versions. It has been structurally reorganised and largely rewritten.

Setting Up Agreement Validation

Describes how to set up validation rules so that details entered by users are checked to make sure that it is correct.

Setting Up Agreement Approval

Describes how to set up approval validation rules so that once a particular condition is met, approval from the appropriate employee is sought.

Creating Agreements from Orders and Quotes

Describes how information is passed to a new agreement item when the user clicks Auto Contract from a quote or order.

Configuring Data Maps to Copy Specified Items

Describes how data maps can be set up so that specific information is copied and passed to a new item.

Creating an Opportunity and Quote from an Agreement Line Item Renewal

Describes how to automate the process of creating an opportunity or quote from an agreement line item.

Adding Assets to Agreement Line Items

Describes how it is now possible to add multiple assets to agreement line items.

Creating Revenue Plan Templates

Describes how to create revenue plan templates which can then be associated with agreement line items.

Creating Term Templates

Describes how to create term templates for terms commonly used to draft the contract (agreement).

Adding Escalation Times to Entitlements

Describes how to add escalation deadlines to entitlements so that events are escalated to the appropriate parties at the appropriate intervals.

Defining Conditional Charge Plans for Agreement Line Items

Describes how to associate a conditional charge plan with an agreement line item.

Managing Agreement Line Item Revenue

Describes how to add revenue information to agreement line items so that forecasting can be performed.

Creating Documents for Agreements, Quotes, and Orders

Describes how to automatically generate documents from agreements, quotes, or orders using predefined document templates.

Adding Agreement Terms to Agreements

Describes how to add terms to agreements.

Workflow to Automatically Renew All Agreement Line Items

Workflow that can be used to renew agreement line items automatically.

Workflow to Approve Agreements

Workflow that is used in the agreement approval process.

Setting Up Conditional Charge Plans

Describes how to create a conditional charge plan so that it can be added to an agreement line item.

Workflow to Generate All Agreement Charges

Workflow that can be used to generate agreement charges automatically.

Workflow to Create Conditional Charges

Workflow that is used to create conditional charges using the conditional charge plan rules.

Asset Dispatch Board

Describes the new Asset Dispatch Board that is used to manage asset-related activities.