Parent and Child Agreements

The user has the ability to enter new agreement details for a group customer. Depending on the options selected, the system will designate the agreement as either a parent or child to the agreement currently being added.

Miscellaneous Parent and Child Agreement Information

• Add Parent will only be displayed when no child agreement exists for an agreement.
• If an existing agreement is not designated as a parent or child. The Agreement must be Active in order to add a Parent or Child Agreement.
• A Parent Agreement can have multiple children, but each child can only belong to one parent.

Create a New Parent/Child Agreement

The Agreement screen displays the Agreement Types as individual tabs as configured. Click the Add option to click the tab to add new Agreement Types/Child Types. When the user hovers over the node a Add and Delete icon will appear (when appropriate config/security exists).

Any number of entities (up to the configured limit) under each Agreement Type (as parent/child entities) which shall be totaled and displayed next to the Agreement Type name. The user can click the node to view the details of the Agreement/Child Agreement. The top node of the tree will identify the Agreement type - the user can initiate adding (highest level) Agreement from that node. The first node of all Agreement trees is the applicable Agreement Type.