{"id":18581,"date":"2024-10-03T10:15:29","date_gmt":"2024-10-03T08:15:29","guid":{"rendered":"https:\/\/support.serviceprotokoll.se\/kb\/agreement-types\/"},"modified":"2024-10-14T13:48:22","modified_gmt":"2024-10-14T11:48:22","slug":"agreement-types","status":"publish","type":"ht_kb","link":"https:\/\/support.serviceprotokoll.se\/en\/kb\/agreement-types\/","title":{"rendered":"Agreement types"},"content":{"rendered":"\n<p>You use agreement types to make it clearer what kind of agreement is on an object. You create your own types and color the &#8220;dot&#8221; that follows the agreement type to further signal which type it is. The agreement type is displayed in a number of places and is available as a selectable category in list views etc.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1\r\nCreate agreement types<\/h4>\n\n\n\n<p>This step requires admin permission<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <em>Group settings &#8211; Agreement settings<\/em>.<\/li>\n\n\n\n<li>Create your agreement types by clicking <em>+ Add<\/em>&nbsp;under <em>Edit types list.<\/em><\/li>\n\n\n\n<li>You can change the default color of the type. Click on the color box. A popup will open where you can select a color. How the popup looks depends on which browser you use. The color will appear as a small dot after the name of the agreement type.<\/li>\n\n\n\n<li>Save your settings.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes.png\"><img loading=\"lazy\" decoding=\"async\" width=\"512\" height=\"405\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes.png\" alt=\"Agreement settings\" class=\"wp-image-18567\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes.png 512w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes-300x237.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes-50x40.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes-60x47.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_add_agreementtypes-100x79.png 100w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2\r\nSelect agreement type on the agreement<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the agreement you want to add Agreement types on.<\/li>\n\n\n\n<li>Click Edit.<\/li>\n\n\n\n<li>Click in the Agreement type field and select a type.<\/li>\n\n\n\n<li>Save.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype.png\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"456\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype.png\" alt=\"Select agreement type\" class=\"wp-image-18569\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype.png 941w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype-300x145.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype-768x372.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype-50x24.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype-60x29.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_select_agreementtype-100x48.png 100w\" sizes=\"auto, (max-width: 941px) 100vw, 941px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Where are the agreement types displayed?<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On customer. Both in the upper part of the customer cart and under the heading Agreement.<\/li>\n\n\n\n<li>On service objects under the heading Agreement.<\/li>\n\n\n\n<li>On order together with the information about the service object.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement.png\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"580\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement.png\" alt=\"Agreement list on a service object\" class=\"wp-image-18574\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement.png 941w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement-300x185.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement-768x473.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement-50x31.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement-60x37.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_arrow_agreement-100x62.png 100w\" sizes=\"auto, (max-width: 941px) 100vw, 941px\" \/><\/a><figcaption class=\"wp-element-caption\">On the service object, all agreements are listed under the heading Agreement. If you have agreement types, the name of the agreement, the agreement type and a dot with the selected color on the agreement type are displayed.<\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype.png\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"660\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype.png\" alt=\"\" class=\"wp-image-18576\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype.png 941w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype-300x210.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype-768x539.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype-50x35.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype-60x42.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_WO_arraow_agreementtype-100x70.png 100w\" sizes=\"auto, (max-width: 941px) 100vw, 941px\" \/><\/a><figcaption class=\"wp-element-caption\">On a work order or service order, the applicable agreement is displayed under the object.<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Search agreement types<\/h4>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"75\" height=\"75\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png\" alt=\"\" class=\"wp-image-9362\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png 75w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q-50x50.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q-60x60.png 60w\" sizes=\"auto, (max-width: 75px) 100vw, 75px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>You can filter on agreement types in the registers of customers and service objects. Click on the filter symbol and you will find a list of your agreement types.<\/p>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows.png\"><img loading=\"lazy\" decoding=\"async\" width=\"938\" height=\"1057\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows.png\" alt=\"How to filter on agreement types\" class=\"wp-image-18578\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows.png 938w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-266x300.png 266w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-909x1024.png 909w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-768x865.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-44x50.png 44w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-53x60.png 53w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_filter-agreement-types_arrows-89x100.png 89w\" sizes=\"auto, (max-width: 938px) 100vw, 938px\" \/><\/a><figcaption class=\"wp-element-caption\">Here we have filtered on service objects connected to &#8220;Warranty 6 months&#8221;.\r\nThe object also has a Service Agreement that has been terminated. Thus, no expiry date is shown after that agreement.<\/figcaption><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">How do I see that an agreement has been terminated?<\/h4>\n\n\n\n<p>Terminated agreements are marked with the text (Completed) and the date when the agreement ended. This applies to the customer card and the service object.<\/p>\n\n\n\n<p>In lists you see an expiry date. If there is no date, the agreement has expired. See picture above.<\/p>\n\n\n\n<p>Completed agreements are not displayed on an order.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement.png\"><img loading=\"lazy\" decoding=\"async\" width=\"941\" height=\"580\" src=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement.png\" alt=\"Completed agreement on WO\" class=\"wp-image-18580\" srcset=\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement.png 941w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement-300x185.png 300w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement-768x473.png 768w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement-50x31.png 50w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement-60x37.png 60w, https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/10\/PS_EN_object_post_arrow_completed_agreement-100x62.png 100w\" sizes=\"auto, (max-width: 941px) 100vw, 941px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>You use agreement types to make it clearer what kind of agreement is on an object. You create your own types and color the &#8220;dot&#8221; that follows the agreement type to further signal which type it is. The agreement type is displayed in a number of places and is available&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_searchwp_excluded":"","footnotes":""},"ht-kb-category":[325],"ht-kb-tag":[],"class_list":["post-18581","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-customer-functions"],"_links":{"self":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/18581","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/comments?post=18581"}],"version-history":[{"count":6,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/18581\/revisions"}],"predecessor-version":[{"id":18695,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb\/18581\/revisions\/18695"}],"wp:attachment":[{"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/media?parent=18581"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-category?post=18581"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.serviceprotokoll.se\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=18581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}