FastTrack360 Version 12 Online Help

Copying Existing Bill Agreements

Rather than defining each pay-dependent bill agreement from scratch, new agreements can be configured within Rates and Rules by copying existing agreements.

When a new agreement is created by copying an existing agreement, the new agreement inherits all the attributes of the existing agreement with the following exceptions:

  • the text 'Copy of ...' is pre-pended to the name of the agreement by default

  • the status of the agreement defaults to Pending.

Once a copy of an agreement is created, the attributes of the new agreement can be modified as required in order to suit the specific requirements of the new agreement.

To create a new agreement by copying an existing agreement, follow the procedure below.

1.

Navigate to Rates & Rules > click Bill Agreements.

The Bill Agreements screen opens, listing all existing agreements belonging to the country to which you are assigned.

 

2.

Use the columns of information displayed within the screen to identify the bill agreement to be copied or search for the relevant agreement.

 

3.

In the grid within the screen where the existing agreements are listed, click the copy button next to the agreement to be copied.

A confirmation message opens prompting you to confirm the copying of the selected agreement.

4.

Click Yes to continue with the copy operation.

The confirmation message closes and a copy of the selected agreement opens in the Edit Bill Agreement screen.

5.

Modify any of the default attributes of the new agreement, as inherited from the original agreement you copied, as required. For more information, see Editing Existing Bill Agreements.

 

6.

Click Save.

A confirmation message opens, indicating the agreement was saved successfully.



Classification-Public