View Customer Agreements Screen

This screen allows you to view and modify customer agreements that you have created for orders placed by a particular customer. The page is divided into the following sections:

Customer Agreement Details

This section will display the general information about the customer agreement, including the following details:

• Type - This is the type of agreement you have created (for example, "Sales").
• Status - This is the current status of the agreement (for example, "Rejected" or "Active").
• From Party - This is the party creating the agreement (typically your organization).
• To Party - This is the customer the agreement pertains to.
• From/Thru Date - This specifies the time period the customer agreement pertains to.
• Description - This is a brief description to distinguish the customer agreement from other agreeements.

This section also contains the following buttons:

• [Cancel] - Clicking this button will cancel the agreement and remove all functionality from the screen so that you may no longer modify the agreement.
• [Reject] - Clicking this button will change the status of the customer agreement to "Rejected" and remove all functionality from the screen so that you may no longer modify the agreement.
• [Activate] - Clicking this button will change the status of the customer agreement to "Active", applying the terms of the agreement to future orders.
• [Complete] - This button will only appear if the customer agreement is active. Clicking this button will change the status of the agreement to "Completed". The terms of the agreement will no longer apply to the customer's orders. This will also remove all functionality from the screen so that you may no longer modify the agreement.
• [Edit] - Clicking this button will take you to a new screen where you can update the customer agreement information.
• [View Full Text] - Clicking this button will allow you to view the complete customer agreement text.

Payment Terms

This section allows you to apply terms to the agreement for the payment of commissions, and contains the following fields:

• Term Type - Select the type of payment term (for example, "Net Payment Due in Specified Days") from the drop down menu.
• Days - This field is only available if you selected the payment term type "Net Payment Due in Specified Days" or "Discount if Paid Within Specified Days". Enter the number of days after the sale that the order must be paid by.
• Term Value - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month" or "Discount if Paid Within Specified Days", and allows you to enter a value for the term to be applied.
• Min - This field is only available if you selected the term type "Net Payment Due on Fixed Day of Month", and allows you to specify a minimum value for the term to be applicable.

Clicking the [Create Agreement Term] button will apply the agreement term to the customer agreement. Clicking the [Remove] button will remove the payment terms section of the agreement from the screen, so that no payment terms may be applied to the agreement.