Agreement Conditions Function - Create Scenarios

Scenario 1: Create Agreement Code

Details

Step 1

From the Tree Menu, search for the Agreement Conditions function, and then click once on it.

Step 2

By default, system will display the screen with existing agreement code records, if any.

Step 3

Click once on the CreateNewRecord button.

Step 4

System will prompt a message seeking for confirmation whether to proceed with either an Existing Agreement or New Agreement. Click once on the 'New Agreement' button.

Note:

  • For 'Existing Agreement', the 'Select An Agreement Code' pop-up window will be displayed. Mouse over a record, and then click once on it.

  • Click once on the Cancel button, to discard all selection or changes made.

Step 5

Proceed to input relevant field values, as follows:-

  • If at Step 4, the 'New Agreement Code' button has been clicked once, proceed to do the following:-

    • Input relevant field values relating to the agreement type, code and description at the top part of 'Agreement Details' panel and then click once on the Load button.

    • System will display details on the following sub-panels:-

      • Agreement List

      • Agreement Details

  • If at Step 4, the 'Existing Agreement Code' button has been clicked once, proceed to do the following:-

    • The details of the selected agreement code will be displayed at the 'Agreement Details' panel in the following sub-panels:

      • <Agreement Category> located at the top part of the panel

      • Agreement List

      • Agreement Details

  • Mouse over the Details button of a record at the 'Agreement List' sub-panel and then click once on it. Then input field values at the 'Agreement Details' pop-up window and then click once on the OK button.

  • Mouse over the Details button of a record at the 'Agreement Details' sub-panel and then click once on it. Then input field values at the 'Configure Conditions' panel and then click once on the OK button.

Note:

  • At the 'Agreement Details' sub-panel:

    • Click once on the Add button.

    • System will display the 'Configure Condition' panel containing the following sub-panels:-

      • Agreement Criterion

      • Configure Condition

      • Output Document

    • Proceed to input value into each relevant field at the 'Configure Condition' sub-panel and then click once on the 'And', and/ or 'Or' operator button for the required Structured Query Language (SQL) statements for data filtering purpose to be displayed at the 'Filters' column.

    • Upon satisfied on the input made at the 'Configure Condition' sub-panel, click once on the OK button.

      • At the 'Configure Condition' sub-panel, click once on the Add button under the 'Output Document' sub-panel, to maintain the required document’s details for generation, via the 'Document Details' pop-up window.

      • Click once on the TestCondition button to input the relevant agreement documents' generation conditions to ensure they will provide the retrieve the relevant document(s).

      • Click once on the CopyConditions button to select the relevant record of agreement document filter conditions created earlier to copy the same conditions for modification at the new record of agreement document conditions that user is creating.

  • Click once on the Cancel button, to discard all changes made.

Step 6

Click once on the Save button to save all data. Upon confirmation on data saving, system will proceed to capture and save data inputted.

Note:

  • Click once on the Cancel button, to discard all changes made.

  • Click once on the Submit button, to submit the record of agreement document filter conditions for approval.