3.15 Customer Covenants

1. To add covenant details, click Customer Covenants from the left menu. The following screen is displayed.

   Figure 3-24 Party Details

   
   

   

   
   
2. Click the Add icon.
   The Covenant Details window is displayed.

   Figure 3-25 Covenant Details

   
   

   
   Description of "Figure 3-25 Covenant Details"

   
   

   For process Covenant Details, user can set up extra placeholder fields in the Maintenance screen. For more information on managing these placeholders, refer to the Maintenance User Manual.

   The system supports configuration of up to 20 fields each for the following data types:

   • Text
   • Numeric
   • Boolean
   • Date

   Each field type allows a minimum of 0 and a maximum of 20 fields per Covenant details, based on the requirements. These fields displays in the Covenant Details screen only if they are configured. If no additional fields are defined, the screen will display only the standard covenant details fields.

   For example, we maintained 20 additional fields each for text, numeric, boolean, and date.

   The Covenant Details screen displays.

   Figure 3-26 Covenant Details

   
   

   
   Description of "Figure 3-26 Covenant Details"

   
   
3. To link existing covenant, click the search icon and select the Covenant code. Covenant name, Covenant description and Classification type are automatically populated.
4. To create new covenant, click the Click to add new covenant link and type the following details:
   • Covenant code
   • Covenant name
   • Covenant description
   • Classification type
5. Click and expand the Covenant details section.

   Figure 3-27 Covenant Details

   
   

   
   Description of "Figure 3-27 Covenant Details"

   
   
6. Select or enter the following in respective fields:
   • Covenant type
   • Covenant Sub Type
   • Notice Days
   • Revision Frequency
   • Revision Days
   • Start Date
   • End Date
   • Formula
   • Target Type
   • Covenant Check Condition
   • Target Value

   Note:

   Covenant details such as Covenant type, Covenant Sub Type, Revision Frequency, Revision days, Formula, Target Type, and Target Value are automatically populated based on the selected covenant.
7. Click and expand the Others section.

   Figure 3-28 Others

   
   

   
   Description of "Figure 3-28 Others"

   
   

   For field level information refer the below table.

   Table 3-11 Others

   Fields	Description
   Compliance Status	Select the Compliance Status.
   Waiver Status	Select the Waiver Status.
   Last Check Value	Enter the Last Check Value.
   Deferred due date	Click the calendar icon and select the Deferred due date.

8. To capture the monitoring information for the covenant, click and expand the Monitoring Information Details section.

   Figure 3-29 Monitoring Information

   
   

   
   Description of "Figure 3-29 Monitoring Information"

   
   
9. Select the monitoring information.
10. Click Save. Covenant details are added.

    Note:

    For information about filter, add, edit, delete, and layout options, refer any section in Initiation Chapter.