Parent and Child Agreements

The user has the ability to enter new agreement details for a group customer. Depending on the options selected, the system will designate the agreement as either a parent or child to the agreement currently being added. You may use the short-cut menu (right-click) on an Agreement record in the list and add a child or parent agreement.

Miscellaneous Parent and Child Agreement Information

• Add Parent will only be displayed when no child agreement exists for an agreement.
• You may not designate an existing agreement as a parent or child. The Agreement must be Active in order to add a Parent or Child Agreement.
• A Parent Agreement can have multiple children, but each child can only belong to one parent.

Create a New Parent/Child Agreement

The Agreement screen displays the Agreement Types as individual tabs as configured. The User can click the tab to add new Agreement Types/Child Types by clicking the Add button. When the user mouses over the node a 'Add' and 'Delete' icon will appear (when appropriate config/security exists).

Any number of entities (up to the configured limit) under each Agreement Type (as parent/child entities ) which shall be totaled and displayed next to the Agreement Type name. The user can click on the node to view the details of the Agreement/Child Agreement. The top node of the tree will identify the Agreement type - the user can initiate adding (highest level) Agreement from that node . The first node of all Agreement trees is the applicable Agreement Type.