How to Edit a Bill Agreement

How to Edit an Agreement

1.

Open the relevant bill agreement in the Edit Bill Agreement screen.

2.

Using the navigation pane on the left-hand side of the screen, navigate to the component of the agreement which you want to edit. For example, if you want to edit a bill rate rule, click Bill Rate Rules and then click the name of the rule to be edited.
The right-hand pane of the screen displays the attributes of the selected component. For example, if you selected a bill rate rule, the Bill Rate Rule Entry pane is displayed on the right-hand side of the screen to allow you to view and edit the attributes of the bill rate rule.

3.

In the right-hand pane of the screen, edit the attributes of the component as required.

4.

In the navigation pane of the screen, click .
A confirmation message opens, indicating the agreement was saved successfully.

5.

Inside the confirmation message, click .
The confirmation message closes and any changes made to the agreement are saved.