Agreement and Agreement Role Prototype
OIPA now supports the ability to create Agreements various categories and types of Agreements and relate various agreement roles to these Agreements. Refer to Agreement Overview section and Agreement Roles sections for the various business rules to be configured for handling these functionalities.
Prototype Explanation
A set of Agreement definitions are created in OIPAand the prerequisite AsCode details are set up to ensure further Agreement types can be created from Rules Palette. For the existing Agreement definitions, we can create Agreements and Agreement Roles in the OIPAapplication.
View Prototype in OIPA
- Login to OIPAwith a Prototype company user credentials.
- Search for a Group Customer through the Customer -> Search menu option.
- Select a Group Customer and navigate to the Agreements link.
- The various Agreement Categories defined in the AsCode with codename 'AsCodeAgreementCategory'.
- On selecting one of the categories, the Agreement tree structure of all agreements created under this category is displayed. Further new Agreements can be created or existing agreements can be edited.
- Under each agreement on which Agreement roles are configured to be allowed, there is a 'Roles' tab next to the Agreement Details tab. Selecting the Agreement Roles tab provides the list of existing roles and allows adding further roles through the "Add" button which provides the option to use a new client or existing client or group customer.
- Use the various menu options and the tabs in the screen to play around with the functionality created in prototype. Also, refer to the Agreement Products prototype and Agreement Class Groups Prototype for further functionality.
- Log in to the Rules Palette.
- In the Global Rules Explorer window, navigate to Agreements.
- View the various Agreement definitions configured.
- Use the "Add New" option available on the right click menu on Agreements node to create further Agreement types.