FastTrack360 Version 12 Online Help

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The navigation pane within the Edit Bill Agreement screen for pay-dependent bill agreements allows you to access the various components of an existing bill agreement. Via the navigation pane you can select and display the following:
the agreement header the bill rate rules.
The navigation pane features a separate section under which each of the above listed components is listed. Each of these sections can be expanded to display and access the associated sub-components. In the example below, the Bill Rate Rules section of the navigation pane has been expanded to list the bill rate rules that belong to the bill agreement.
Note:
When you open an existing agreement in the Edit Bill Agreement screen, the navigation pane defaults to listing only those sets of bill rate rules within the agreement that have a validity period end date that matches or is later than the current date.



Click here to see descriptions of the components of the navigation pane in the Edit Bill Agreement screen.

Refine Filter

Allows filtering of bill rate rules by validity dates.

Bill Agreement

Expands to show the bill agreement header, attachments and conditional variables for the bill agreement.

Bill Rate Rules

Expands to show the bill rate rules that belong to the agreement.
You can navigate to different parts of an agreement, and therefore view and edit components of the agreement, by clicking the relevant sections of the navigation pane. The procedures below explain how to display different parts of an existing agreement via the navigation pane.

How to Display the Agreement Header

To display the agreement header, follow the procedure below.

1.

In the navigation pane of the Edit Bill Agreement screen, if Bill Agreement section is not already expanded, click Bill Agreement to expand the section, as shown in the example below.

The Bill Agreement section expands.

2.

Under the Bill Agreement section within the navigation pane, click Bill Agreement as shown in the example below.


The Agreement Header pane is displayed on the right-hand side of the screen, thereby allowing you to view and edit the attributes of the agreement header.



How to Display the Attachments

To display any files attached to the agreement header, follow the procedure below.

How to Display the Attachments

 

1.

In the navigation pane of the Edit Bill Agreement screen, if the Pay Bill Agreements section is not already expanded, click Bill Agreement as shown in the example below.

The Bill Agreement section expands.

2.

Under the Pay Agreement/Bill Agreement section within the navigation pane, click Attachments.
The Attachments pane is displayed on the right-hand side of the screen, thereby allowing you to view, add and remove files that have been attached to the agreement.

How to Display the Conditional Variables

To display the conditional variables belonging to an agreement, follow the procedure below.

How to Display the Conditional Variables

 

1.

In the navigation pane of the Edit Bill Agreement screen, if the Pay Bill Agreements section is not already expanded, click Bill Agreement as shown in the example below.

The Bill Agreement section expands.

2.

Under the Pay Agreement/Bill Agreement section within the navigation pane, click Conditional Variables.
The Conditional Variables pane is displayed on the right-hand side of the screen, thereby allowing you to view, edit, add and delete conditional variables belonging to the agreement.




How to Display Bill Rate Rules

To display the bill rate rules belonging to an agreement, follow the procedure below.

How to Display the Bill Rate Rules

 

1.

In the navigation pane of the Edit Bill Agreement screen, click Bill Rate Rules.
The Bill Rate Rules section expands to show the rules belonging to the agreement, as shown in the example below.

2.

Under the Bill Rate Rules section within the navigation pane, click the name of any rule.
The Bill Rate Rule Entry pane is displayed on the right-hand side of the screen, thereby allowing you to view, edit, add and delete the selected bill rate rule .



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