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Add an Agreement with Multiple years
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

  • Hi Lyn You wouldn't usually record the cost here in the agreement directly, but in the licenses that are associated to it (whose costs can obviously change each year and is entered in the maintenance tab). Then if the license costs change the total cost of the agreement automatically updates. I'm not sure you can do it the way you are trying to. Adam
  • Thanks Adam, Thought that might be the case - I'm trying to add too much information to everything   Thanks for the heads up.  Lyn

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Add an Agreement with Multiple years