Umbrella Agreement Type - Main
Open to define basic information about an umbrella agreement type.
Description of Page
Enter a unique Umbrella Agreement Type code and Description for the UA type.
Use Renewal to indicate whether an umbrella agreement of this type is Renewable or Not Renewable. For renewable UA types, indicate the Renewal Days Before Expiration. The renewal date for umbrella agreements of this type are calculated based on this number of days before the end date.
Use the characteristics collection to define characteristics that can be defined for umbrella agreements of a given type. Use Sequence to control the order in which characteristics are defaulted. Turn on the Required switch if the Characteristic Type must be defined on umbrella agreements of a given type. Turn on the Default switch to default the Characteristic Type when umbrella agreements of the given type are created. Enter a Characteristic Value to use as the default for a given Characteristic Type when the Default switch is turned on.
Characteristic Types. You can only choose characteristic types defined as permissible on an umbrella agreement record. Refer to Setting Up Characteristic Types & Their Values for more information.
Enter the valid Terms of Service Types that may be referenced for umbrella agreements of this type.