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.