Accessing Existing Bill Agreements

By default, all existing bill agreements that have been configured within Rates and Rules, and that belong to the country to which the logged in user is assigned, are listed in the Bill Agreements screen.

To access the Bill Agreements screen, navigate to Rates & Rules > Bill Agreements.

An example of the Bill Agreements screen is shown below.

The agreements that are listed in the Bill Agreements screen are listed within a grid that displays information about each agreement listed, such as the agreement name and other attributes. This allows you to identify the relevant agreement that you may want to open.

Agreement Name

Displays the name of the agreement.

Description

Displays a description of the agreement.

Status

Displays Pending if the agreement is not released and therefore is not ready to be used. Displays Released if the agreement is ready to be used.

Hierarchy Level

Displays the name of the agreement hierarchy level to which the agreement is assigned. For example, Country indicates that the agreement is assigned to the country level of the agreement hierarchy.

Hierarchy Value

Displays the hierarchy value to which the agreement is assigned within the agreement hierarchy.

Hierarchy Group

Where Hierarchy Group has been configured in Maintenance > Hierarchy > Country > Hierarchy Group and Rates & Rules > Maintenance > Hierarchy, if a Hierarchy Group has been assigned to the agreement, displays the value.

Start Date

Displays the date from which the agreement is valid.

End Date

Displays the date after which the pay agreement expires. This column is blank if the agreement is valid indefinitely.

Country

Displays the name of the country to which the agreement belongs. This determines the maintenance items, such as pay and bill codes, that can be applied to the agreement.

Locked

Displays Yes if the agreement has been locked, or No if it has not been locked.

Note that you can hide any of the abovementioned columns if you want to free up space within the screen or change the order in which the columns are displayed in order to suit your own preferences. This can be done via the Manage Layout dialog box, by clicking Action and selecting Show Manage Layout.

By default, the Bill Agreements screen lists agreements in alphabetical agreement name order. To help you find a specific agreement within the list, you can sort the list by any of the other attributes displayed in the list by clicking the relevant column name. You can toggle between forward and reverse sorting by clicking on a column name repeatedly.

You can use the search section at the top of the Bill Agreements screen to filter the list of agreements by specific search criteria. When the list is filtered, any agreements that do not match the search criteria you specify are hidden, thereby making it easier to locate a specific agreement that meets your search criteria.