Creating agreement groups

Use agreement groups to classify and put together agreements for reporting purposes.

  1. From the main menu, select Master Explorer > Configuration > Agreement Group.
  2. From the toolbar menu, click Filter in Place to show all records.
  3. Click New.
  4. Specify this information:
    Agreement Group
    Specify an agreement group.
    Specify a name for the agreement group.
    Provide a brief description about the agreement group.
  5. Click Save and close the form.