Define Rules for Leasing Agreement Header

This document explains how you adjust the settings for working with agreement headers.

These settings are used when:

Outcome

You have overruled the information from the agreement order type which otherwise regulates the panel sequence and order type. You have also decided in which field the registration is to begin and if values should be confirmed by pressing Enter during agreement entry.

You can register all service agreement headers in the same way independently of the agreement order type. This is done in 'Leasing Agreement. Open' (LTS100).

Before you start

Basic data for leasing agreement must be entered.

Follow these steps

  1. Start 'Leasing Agreement. Open' (LTS100).

  2. Press F13 to proceed to the P panel.

    Choose Between Adjusting or Creating a Leasing Agreement

  3. Choose one of following alternatives:

    • To define rules for entering service agreement headers, go to step 5.
    • To adjust an existing agreement, go to step 4.
  4. Type B in the 'Opening panel' field. Go to step 10 to specify the panel sequence.

  5. Type A in the 'Opening panel' field.

  6. Specify whether you want to confirm entries in (LTS100/A) in the 'Confirm with Enter' field.

  7. Choose whether the leasing agreement should be a quotation agreement or a normal agreement order in the 'Agreement order type' field.

  8. Specify the in the Line- and position field, the row and position that you want to cursor to be placed in every time you start (LTS100/A).

  9. Choose whether the Identity of the individual item is to be displayed together with the name of the rental object.

  10. Specify the panel sequence, which is to be proposed each time that you start (LTS100).

  11. Specify whether the agreement order type entered above should overrule the settings for the customer in 'Customer. Open' (CRS610).

Parameters to set

Program ID/Panel Field The field indicates …
(LTS100/P) Opening Panel

… which panel is to be opened when you start 'Leasing Agreement. Open' (LTS100)

The valid alternatives are:

Panel A

Panel B

Panel A is used for agreement registry.

Panel B is used for adjusting existing service agreements.

(LTS100/P) Confirm with Enter

… whether you want to confirm a new entry in (LTS100) by pressing Enter.

To consider:

If the current field is activated, changes in the fields on (LTS100/A) will need to be confirmed with Enter.

(LTS100/P) Agreement order type

…the agreement order type to be proposed when a new leasing agreement is created in (LTS100).

The agreement order type is a combined identity for a number of rules which control how the agreement will be treated at entry and beyond in the order flow.

To consider:

The field 'Override agreement order type' below must be activated for the change of agreement order type to take place.

(LTS100/P) Line

… whether the cursor is positioned on a particular row, in a particular field, when you start (LTS100/A).

To Consider:

For this setting to work, the Row field must be used in conjunction with the Position field below.

For more information, see the table and explanation below.

(LTS100/P) Position

… whether the cursor is to be positioned at a particular vertical position in a particular field when you start (LTS100/A).

To consider:

For this setting to work, the Position field must be used in conjunction with the Line field above.

For more information, see the table and explanation below.

   

Line/position settings for the different fields:

    Option 5/18
    Agreement number 6/18
    Agreement Customer 7/18
    Customer Site 8/18
    Address number 8/32
    Payer 9/18
    Valid from 10/18
    Number of periods 11/18
    Customer order number 12/18
    Facility 14/18
    Agreement order type 15/18
    Panel sequence 17/18
(LTS100/P) Display ID …if the individual item identity of the rental object is to be displayed at print outs and panels together with the individual item name.
(LTS100/P) Address 1

…the address line in the customer site that contains the customer's city.

To consider:

This is the customer address entered in 'Customer. Open' (CRS610/E)

(LTS100/P) Panel Sequence

… the panels to be displayed and there relative order of appearance in (LTS100)

The valid alternatives are:

E = Detail panel for contact persons for the agreement, reason for termination, payment terms and agreement conditions.

F = Detail panel for agreement type, price index and number of shifts

1 = 'Leasing Agreement. Open Line' (LTS101)

6 = 'Leasing Agreement. Enter Invoice Split Code' (LTS104)

(LTS100/P) Over ride the order type …whether the agreement type proposed from the agreement order type should be ignored when entering leasing agreements.
(LTS100/P) Date format

… which date format is to be used in the agreement.

The valid alternatives are:

YMD = YYMMDD (year, month, day)

DMY = DDMMYY (day, month, year)

MDY = MMDDYY (month, day, year)

YWD = YYWWD (year, week, weekday).

To Consider:

The format YWD cannot be specified in Work with Company, Work with Users or Work with Responsible.

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