Find Customer Agreements Screen

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This screen allows you to search for customer agreements using the following criteria:

  • To Party - This is the customer the agreement is with. Enter the internal party ID manually or search for it using the lookup widget.
  • To Classification Group - Select a classification for the agreement (for example, "Privileged Customers" or "Net 30 day billing") from the drop down menu.
  • Status - Select the status of the agreement (for example, "Cancelled" or "Active") from the drop down menu.

Clicking the [Find] button will search for any customer agreements that match the criteria you entered. Clicking on a customer agreement from the search results will take you to the View Customer Agreements Screen.