Use the Agreement Forms to create, edit, and track Agreements. The forms are made up of four main areas:
- Default Form: Displays the name of the Agreement, Agreement type (OLA or Underpinning Contract), and other important information.
- Form Arrangement: Dynamically displays linked records (Child Records) that are in a relationship with the parent Agreement.
- Form Area: Displays the form fields for the tab selected in the Form Arrangement. The Overview form contains most of the Agreement information.
- Actions List:
- Assign to Me
The following table describes common fields on the Agreement Form:
|Default Form||Displays the name of the Agreement, Agreement type (OLA or Underpinning Contract), status, review date, and Supplier and assignment information.|
|Overview||Contains information about the Agreement, such as the Supplier Catalog Item Type, the Supplier Catalog Item, a description of the Agreement, and the Scope of the Agreement.||Fields in the Main pane are the same, regardless of the type of Agreement. These fields are completely customizable and configurable.|
|*Name||Name of the Agreement.||*Required|
|*Supplier||Supplier assigned to the Agreement.||
A Supplier is a person or group (internal or external) that is responsible for providing a product or service to an organization based on an Operational Level Agreement (OLA) or Underpinning Contract (UC).
|*Supplier Catalog Item Type||Designates if the Supplier is providing a product or a service.||*Required|
|*Supplier Catalog Item||Designates what kind of product or service the Supplier is providing.||*Required
Supplier Catalog Items are limited by the Supplier Catalog Type.
|Description||Description of the Agreement.|
|Scope||A summary of the steps involved in completing the Agreement.|
|Rules for Changes||Provide the negotiated and agreed upon rules for changing the Agreement.|
|Rules for Termination||Provide the negotiated and agreed upon rules for terminating the Agreement.|
|Resolution Time||The negotiated and agreed upon resolution time.|
|Resolution Units||The units to be applied to the resolution time.|
|Resolution Business Hours||The business hours that will count against the resolution time.|
|Associated Cost||The negotiated and agreed upon cost of the product or service.|
|Form Arrangement||Dynamically displays child records that are in a relationship with the Agreement.|
|Terms||Displays rules for changing or terminating the Agreement.|
|Supplier||Displays detailed information about the Supplier.|
|Journals||Displays related Journal records that are created to track User notes/comments, field changes, and e-mail correspondence.|