SM Agreement Types Form
Use the SM Agreement Types form to set up agreement types for categorizing service agreements.
You can set up as many types as needed to categorize the different service agreements you negotiate with your customers; however, you must set up at least one agreement type. Some examples of agreement types might be:
Full Maint Labr
Full Maint Matl
Once set up here, you must assign an agreement type to each agreement in SM Agreements. You cannot activate an agreement unless it is assigned an agreement type.
Deleting Agreement Types
You can delete an agreement type, as long as it is not assigned to one or more agreements (regardless of the status). If you are unable to delete an agreement type, but do not want it used, you can deactivate it so that it can no longer be assigned to agreements.
The Coverage tab allows you associate call types with agreement types based on the expected coverage needs for agreements. Call types identify the types of work you perform, so you will typically assign call types related to the agreement type and then indicate whether the call types are planned or unplanned. For example, you might have an agreement type of Annual Maint to which you assign call types for maintenance work, repair work, and emergency work. Since maintenance work is planned, you would flag that call type as planned. And since you may not typically plan for repair work or emergency work, you would flag those call types as unplanned.
Click on the link below for information about setting up agreement types.