Connect Customer Agreement to Site
Explanation
This activity is used to specify the sites the customer agreement
is
valid for. However you are only able to connect the user-allowed sites belonging to the same
company. The sites can be specified manually or added from a site cluster.
Prerequisites
This activity has the following prerequisites;
- A customer agreement header should have been saved.
- Required sites or the site cluster should have been saved.
- The user entering the information must have access to all the sites to
be added. This is done in the Sites per User tab.
- Entered sites must belong to the company of the customer
agreement.
System Effects
This activity has the following system effects;
- The customer agreement will be valid for all the sites
entered.
Window
Customer Agreement
Related Window Descriptions
Customer Agreement
Customer
Agreement/Valid for Site
Procedure
- Open the
Customer Agreement window and query for the
required agreement and click the Valid for Sites tab.
To enter valid sites manually:
- Click New and enter the site manually or select from the
List of
Values.
- Save when all required sites have been entered.
To enter sites from a site cluster:
- Right-click on the Valid for Sites tab, select Add
Sites from Sites Cluster and the Add Sites from the Site Cluster
dialog box will open.
- Enter the appropriate site cluster.
- Enter a site cluster node or a site from the List of
Values. The
corresponding level will be displayed in the Site Cluster Level Name.
By selecting a cluster node you can add all the sites in the levels below
the selected node's level.
- Click OK.