Overview
Your licensinglicencing must include one of the agreementsagreement modules (Rental, MaintenanceMaintenance, or Service) and Agreement Reviews to take advantage of these featuresfeatures.
This guide covers justonly the specific features added in NCompass Advanced Retail version 11.07 and onwards,onwards. forFor more guidance on setting up agreementsagreements, please refer to your main user guide or your agreements guideguide.
The new Agreementagreement renewal features in NCompass Advanced Retail version 11.07 and above,above allow you to set a contract version against the agreement,agreement. thisThis can be applied to Rental, Maintenance, HP, and Service agreements, this allowsallowing you to reference it back to the original paperwork versionversion.
The setting ofSetting renewal and review dates allows the automation of reminder emails to the customer and warnwarns system operators about up a and comingupcoming agreements that require action,action. thisThis is done by both pushing a reminder into NCompass todayToday and automatically entering the agreement into agreementAgreement reviews
Reviews.
NCompass Today will now show details of any agreements whichthat are due for renewal soon,soon or which have their charges due for review soon.
Agreements > NCompass Today - Show Renewals Due in Days (default 100 days) and Agreements > NCompass Today - Show Charge Reviews Due in Days (default 14 days) allow you to modify these settings.