Displays the current agreement revision, showing the term and revision status. The revision represents changes to the agreement as a whole (i.e. original agreement, amendments, renewals). You can select different revisions to view, but you cannot edit the revision term or status.

When you add a new agreement, this field automatically defaults a status of Quote. Other statuses are applied by the system based on the agreement activity. The statuses applied are as follows:

• Quote - Not activated. In addition to the original quote, this status will also be applied to amendments and renewals when they are first initiated, as well as to agreements or renewals that have been deactivated (see Deactivating an Agreement for more information).

• Active - This status is applied to any revision (agreement, amendment, or renewal) that has been activated.

• Terminated - This status is applied to any revision that is manually terminated or terminated by activation of an amendment.

• Expired - This status is assigned to all agreements that have expired (i.e. passed their expiration date).

Enter an alternate agreement identification number for this agreement, up to 30 characters. This will typically be the number used by your customer to track this agreement. The field is information only, and can be used for reporting purposes.

This field is only enabled if the agreement specifies an agreement type with the Auto Renew checkbox selected (in SM Agreement Types).

Enter the markup percent to apply when renewing the agreement. Entry is required if you entered a Renew Through date for the agreement.

For use with Agreement Budgets.

Display only, the total budget amount for this agreement. This field is populated automatically based on the total budget amounts entered by call type/cost type category on the Budget tab.

For use with Agreement Budgets.

Display only, the estimated percent of markup for this agreement. This field is populated automatically based on the following calculation:

(Agreement Price + Service Revenue – Budget) / Budget

Matl Tax Override drop-down list on the Info tab of the SM Agreements form.

Use this drop-down list to select the material tax default for an entire agreement.

The option selected here is used to determine the Tax Type default when entering material-related work completed for a work order (i.e. inventory lines, purchase lines for a material, and miscellaneous lines referencing an SM cost type with a Material cost type category). It is also used to determine the Tax Type default when entering material requirements and miscellaneous requirements referencing an SM cost type with a Material cost type category for agreement services, quote scopes, and work order scopes.

• Blank – Select this option to use the standard tax type defaulting behavior. For taxable, billable material-related requirements or work completed, the tax type will default as Sales. For taxable, non-billable material-related requirements or work completed, the tax type will default as Use. Defaults may be overridden.

• N - No Tax – Select this option to default the tax type as "blank" for material-related requirements or work completed.

• S - Sales Tax Only – Select this option to default the tax type as Sales for material-related requirements or work completed. You may override the tax type, but only Sales and None options are allowed.

  For Australian and Canadian companies, select this option to default the Tax Type as VAT. You may override the tax type, but only Sales and None options are allowed.

• U - Use Tax Only (US companies only) – Select to default the tax type as Use for material-related requirements or work completed. You may override the tax type, but only Use and None options are allowed.

Required.

Enter L, E, M, O, or S to specify the cost type category for which to define the budget amount or select the cost type category using the drop-down menu (accessed by clicking the down arrow). Cost type categories are as follows:

• L-Labor

• E-Equipment

• M-Material

• O-Other

• S-Subcontracts

Enter the budget amount for the specified call type/cost type category.

The system displays an amount in this field based on the total price of the agreement (including periodic agreement services that are not being billed separately). If a billing schedule exists, this amount should be 0.00.

The Billing Reduction field (below) allows you to reduce the amount remaining to bill for the agreement; however, you can also reduce the amount to bill by entering the total amount to bill in this field.

For example, if the defaulted Total Remaining is 2500.00 and you want to reduce that amount by $500, enter 2,000.00 in this field and the system will automatically update the Billing Reduction field by the reduction amount (in this case, $500).

If the defaulted Total Remaining is 0.00 (e.g. this is an amendment that did not add additional pricing to the agreement), but you want to reduce the remaining amount to bill by 500.00, enter -500.00 in this field. The system will update the Billing Reduction field to $500.