Umbrella Agreement Summary - CI_​UASUMM
Parameters
At least one parameter is required. If the umbrella agreement is entered, no other parameter value is allowed. The report definition uses the validation algorithm RPTV-UASUMM to check these conditions.
Parameter
Parameter Code
Description
Umbrella Agreement
P_​UA_​ID
Specify the Umbrella Agreement to restrict the report to this umbrella agreement (regardless of its status).
When this parameter is specified, all other parameters are not allowed.
Account Management Group
P_​AMG
Specify a value for this parameter to restrict the report to umbrella agreements related to this Account Management Group.
Umbrella Agreement Characteristic Type
P_​CHAR_​TYPE
Specify a value for this parameter to restrict the report to completed umbrella agreements related to this Characteristic type and value (parameter 4).
Umbrella Agreement Characteristic Value
P_​CHAR_​VALUE
Specify a value for this parameter to restrict the report to completed umbrella agreements related to this Characteristic type (parameter 3) and value.
Number of Days Before Expiration
P_​EXPIRE_​IN_​X_​DAYS
Specify a value for this parameter to restrict the report to completed umbrella agreements whose End Date is on or before the current date less the Number of Days before Expiration.
Report Description
This report provides summary information about one or more umbrella agreements.
If the user does not supply an umbrella agreement ID, but enters one or more of the other parameters, the report only selects umbrella agreements that match the input criteria AND the match the following criteria:
• The status of the umbrella agreement is complete
• The start and end dates of the umbrella agreement include the current date
The report does not include canceled terms of service records or canceled service agreements linked to the above umbrella agreements.
For each umbrella agreement that is included in the report, the output includes information about the umbrella agreement, its collection of terms of service records and for each TOS record, its collection of service agreements.
In addition, the report includes the following graphs:
• Umbrella agreement summary graph showing billing history by accounting period for the effective dates of the umbrella agreement for all service agreements linked to the umbrella agreement's terms of service records.
• Terms of service summary graph showing billing history by accounting period for the effective dates of the umbrella agreement for all its service agreements