Forms Used to Manage Agreements

Form Name

FormID

Navigation

Usage

Work With Agreement Master

W38010L

Daily Processing (G381), Agreement Search

Search for and select agreements to review.

Work With Online Statement

W38300A

Daily Processing (G381), Online Statement

Daily Processing (G381), Online Balance Inquiry

Review amount and quantity information for online statements.

Review balance and quantity information for contracts.

Agreement Committed Quantities

W38300D

Select a row on the Work With Online Statement form, and select Committed Quantity from the Row menu.

View the transaction detail lines for a specific committed quantity.

Agreement Transaction

W38300C

Select a row on the Work With Online Statement form, and select Agreement Trans (Transactions) from the Row menu.

View the agreement and transaction information for the actual quantity on a specific line on the Work With Online Statement form.

Work With Online Statement

W38300B

Select a row on the Agreement Transaction form, and select Transaction Notes from the Row menu.

Work with notes for individual transactions.

Work With Agreement Adjustments

W38020B

Daily Processing (G381), Agreement Adjustments

Click Add on the Work With Agreement Adjustments form.

Select a row on the Work With Online Statement form, and then select Adjustment from the Row menu.

Work with adjustments.

Work With Transaction Ledger

W38350A

Daily Processing (G381), Transaction Ledger

Review the transactions that have been assigned to an agreement as of the current date.