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Click Header on the category panel.
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Click the Agreement Number box to edit the agreement number.
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(Optional) Click Number Rule , select a rule and click Generate Number. The agreement number is generated using the selected number rule. If you click the button without entering a number rule, the default number rule assigned to project default ZP_PORULE is used.
The button and the Number Rule box are not displayed if
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the supplement is greater 0 (zero),
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Ready for Approval is selected,
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the approval has started,
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the agreement is approved,
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the agreement is closed,
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or, the agreement is controlled by ERP (ERP Managed check box is selected).
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(Optional) If a client agreement number is associated with this agreement, type this number in the Client Agreement Number box.
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(Optional) Type the agreement description in the Short Description and Description boxes.
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Click Origin and select the name of the office that has requested the agreement.
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Click Issued By and select the name of the office that has issued the agreement.
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For subcontract agreements (or for POs if the project default ZP_SMINCPO is set to Y), do the following:
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Click Material or Service Type and select a type from the list.
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Click Material or Service and select a value. The material or service revision appears in the Revision box.
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(Optional) If header properties are defined and displayed, you can enter values.
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Click Save.