Equipment Optimization across Agreements

Before utilizing the equipment optimization across agreements, refer to Equipment User-Defined Fields for more information on setting up the equipment user-defined fields for Primary and MirrorAgreement.

 

For the equipment agreement, user will have access to link two similar agreements by using the user-defined fields, Primary and MirrorAgreement, located on the Agreement screen. This feature is helpful for users who utilize agreements with same rates and other key parameters for the same vendors. When adding or allocating equipment hours, user will be able to perform these actions against the primary agreement.  

Link the agreements

Before linking the two agreements, ensure the primary and secondary agreements are created for the equipment. Refer to Add a new agreement for more information.

 

After linking the two agreements, only primary agreement will appear under the Agreement drop-down list at the Equipment Hours screen. However, both agreements are available under the Agreement drop-down list at the Allocations screen.

 

The following table is an example of the selections and entries to link to two similar agreements. Agreement names are selected from the Agreement drop-down list. The Primary and MirrorAgreement values are entered in the User-Defined Fields area.

 

Agreement Name

Primary Value

MirrorAgreement Value

Agreement One

Primary

Agreement Two

Agreement Two

(Leave the Value text box blank.)

Agreement One

 

  1. Hover a mouse pointer over the Settings menu link then the Agreements.

  2. Click Agreements to open the Agreement screen.

  3. If applicable, select a location from the Location drop-down list located at the menu bar.

  4. From the Agreement screen, select an organization from the Organization drop-down list.

  5. Select an agreement to be designated primary agreement from the Agreement drop-down list. If the selected agreement already has the user-defined information, it will be displayed in the User-Defined Fields area.

  6. From the User-Defined Fields area, click the Edit icon on the Primary line item to enable its Value text box.

  7. Enter Primary into the Value text box.

  8. Click the Update icon to assign the selected agreement as the primary agreement.

  9. From the User-Defined Fields area, click the Edit icon on the MirrorAgreement line item to enable its Value text box.

  10. Enter the secondary agreement name into the Value text box.

  11. Click the Update icon to link the selected primary agreement to the secondary agreement. The following screenshot is an example of the saved entries for the secondary agreement.

  12. From the Agreement screen, select another agreement to be designated secondary agreement from the Agreement drop-down list. If the selected agreement already has the user-defined information, it will be displayed in the User-Defined Fields area.

  13. From the User-Defined Fields area, click the Edit icon on the MirrorAgreement line item to enable its Value text box.

  14. Enter the primary agreement name into the Value text box.

  15. Click the Update icon to link the selected secondary agreement to the primary agreement. The following screenshot is an example of the saved entries for the secondary agreement.