Viewing the Components of a Bill Agreement

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.

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.

Bill Agreement

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

Filter By Validity

Allows filtering of primary and secondary interpretation rules by validity dates.

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 Edit Bill Agreement screen, if the agreements tab is not already displayed, click on the Agreement Header Tab.

The Agreement Header pane is displayed at the top of the page, 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.

1.

In the Edit Bill Agreement screen, click on the Attachments tab.

The Attachments pane is displayed at the top of the page, 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.

1.

In the Edit Bill Agreement screen, click on the Conditional Variables tab.

The Conditional Variables pane is displayed at the top of the page, 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.

1.

In the Edit Bill Agreement screen, scroll down to the Bill Rate Rules section and click on the arrow to the right.

The Bill Rate Rules section expands, listing each set of interpretation rules.

2.

Click the name of the bill rate rule you want to display.

The Bill Rate Rule Entry pane opens on the right-hand side of the screen, thereby allowing you to view, edit or delete the rate rule.