Agreement Notes (Agreement Support)

Agreement Notes – Display Mode

The Agreement Notes Form initially opens in the display mode. The purpose of the Agreement Notes System is to provide you with an area where you can document any memo that needs to be saved for historical purposes. This might be a good note about the affiliate, or bad comment. It might explain why changes were made to the agreement. Any information that needs to be retained can be noted here. The information fields include the following.

  • Notes For: This dropdown allows you to choose the agreement you are working with. The AID, Status, Title and TIN are additional information about your choice to make sure you have selected the correct agreement.

For each record:

  • Column Headers: The list can be sorted by the note Type or its Create Date. To sort, click on the header. Multiple clicks toggle the sort between ascending and descending.
  • Associated To: Which section of the agreement is the note associated with.
    • AID: Refers to the Agreement Document as a whole.
    • INF: Agreement Information
    • PR: Performance Review
    • RSK: Risk Management
    • TRM: Termination/Renewal Management
  • Subject: The subject of the note.
  • Subject/Note: The subject of the note is above in bold and the note commentary is below the subject
  • NID: ID # for the note record assigned by POSY.
  • Created By: Who created the note.
  • Create Date: Date the note was created.

  Initiating A Transaction: To initiate a transaction (create a new note) use this Transaction Toolbar/Button.

Agreement Note Advisement: Agreement Notes cannot be edited once they have been created. To fix a note you must enter a new note.

Agreement Notes – Create Mode

No Specific Record Needs To Be Selected: …to create a new record.

  Put The Form In Create Mode: By clicking this Create Button.

  • When placed in create mode, the main form is disabled (grayed out) and the new record section of the form is opened.

Editable Fields:

For the currently selected record:

  • Associated To: Which section of the agreement is the note associated with.
    • AID: Refers to the Agreement Document as a whole.
    • INF: Agreement Information
    • PR: Performance Review
    • RSK: Risk Management
    • TRM: Termination/Renewal Management
  • Subject: The subject of the note.
  • Note: The note commentary.

Locked Fields:

  • Notes For: This dropdown allows you to choose the agreement you are working with. The AID, Status, Title and TIN are additional information about your choice to make sure you have selected the correct agreement.
  • # of Errors: Number of fields with an error.
  • System ID (AID): ID # for the agreement, assigned by POSY.
  • NID: ID # for the note record assigned by POSY.
  • Record Created – By: Who created this record.
  • Date: Date record was created.

  Finalize Creating The Record: To complete the transaction, use the Save Changes toolbar.

  •   Cancel: Click this button to Cancel the record creation and return to Display Mode.
  •   Save: Click this button to Save the new record and return to Display Mode.
    • The new record can only be saved if there are no errors.
  •   Save Disabled: The Save button is disabled when the new record has an error.
    • An error is usually when a required field is missing. (Field background will be Pink.)
  • Note: Once a create transaction has been started, it must be finalized properly before you can close the form. If not finalized, as  defined above, you will see the following message box.
Risk Mgmt Records