AnsweredAssumed Answered

Add an Agreement with Multiple years

Question asked by Lyn on Sep 20, 2019
Latest reply on Sep 23, 2019 by Lyn

I'm sure I'm missing the obvious, but could someone point me in the direction of how to record an agreement which spans multiple years please.

I can see that you can add the agreement, then add a second and 3rd agreement date, but I need to record the Purchase Order number, Cost Centre and Cost details against the second and 3rd year (which admittedly, are custom fields I've added to an Agreement).

 

If it's only possible to add an agreement, then add the 2nd and 3rd years, then how do people report back on costs for each individual year? (I'm waiting on training, so apologies if this is standard stuff) 

 

I'm aware I can add the multiple Agreement periods here:

But on the original agreement, I need to hold the Cost Centre, Cost and Legal reference. It's only likely that the cost will change for each separate year, but would still need to be recorded.

 

Any suggestions greatly appreciated.

Thanks,

Lyn

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