Agreement Search: Additions Tab

The Additions tab in Agreement Search lets you search and filter additions across all agreements. Use the toolbar to run and clear searches, and use Actions to apply bulk changes to multiple additions at once.

Toolbar

Control	What it does
Actions	Runs a mass action on selected rows. See Mass actions below.
Search	Runs the search with the current filter criteria.
Clear	Removes all filters and resets the search.

Mass actions

Select one or more rows, then choose an action from Actions:

• Adjust Total Quantity
• Adjust Less Included
• Adjust Unit Price
• Adjust Unit Cost
• Update Effective Date
• Update Canceled Date
• Update Total Quantity
• Update Less Included
• Update Unit Price
• Update Unit Cost
• Update Taxable Flag
• Update Purchase Item
• Update Special Order
• Drop Ship

Columns

Identity

Column	Description
Sequence	The order this addition appears on agreement invoices. For additions from a child agreement, this shows the sequence number from the product on the parent agreement.
Product ID	The product added to the agreement.
Description	The product’s invoice description.
Product Class	Controls how the product behaves. See Product classes below.
Serial #	Serial number(s) for the product. Must be entered manually.

Agreement

Column	Description
Agreement Name	The unique name for the agreement — also prints on the invoice. Limited to 100 characters.
Agreement Type	The Agreement Type template applied to this agreement. Selecting a type applies its default settings, which you can override for this agreement only.
Company Name	The company associated with the agreement.
Agreement Status	The current status of the agreement.
Addition Status	The current status of this addition.
Addition Level	For child agreement additions: shows the company name and agreement name of the parent. To filter for child additions, add this column via the list view configuration cog and search for Child.
Department	The department associated with the company on the agreement.
Opportunity Summary	The summary of any opportunity linked to the agreement.
Location	The location from the agreement type, unless already overridden.

Dates

Column	Description
Start Date	The first date time can be applied to the agreement. May differ from Billing Start Date. Used to calculate the agreement’s anniversary date for workflow rules.
Billing Start Date	The date billing begins. Backdating this field auto-generates all past invoices.
End Date	The last date time can be applied to the agreement. Required unless No End Date is selected. Billing stops after this date.
Effective Date	The date this addition becomes available for invoicing. Set to the first day of the billing month. If prorate is enabled, you can use any date.
Canceled Date	The date this addition stops being billable. Set to the last day of the billing month.
Next Invoice Date	The date the next invoice is scheduled to send.
Billing Cycle	How often the customer is billed on this recurring agreement. Change available billing cycles in the Billing Cycle setup table.

Quantities and pricing

Column	Description
Total Quantity	The quantity of this product on the agreement.
Less Included	Reduces Total Quantity for billing purposes. Useful when an RMM tool reports more devices than this agreement covers.
Quantity to Bill	The calculated billable quantity: Total Quantity minus Less Included.
Unit Price	The price you charge the customer. Defaults from the product table; can be overridden per agreement.
Unit Cost	The cost of the product, used for reporting. Enter direct and indirect costs here (licensing fees, RMM subscription fees). Do not include labor — labor costs pull from the Member Cost field in Member Maintenance.
Ext Price	Extended price, calculated: Quantity to Bill × Unit Price.
Ext Cost	Extended cost, calculated: Total Quantity × Unit Cost.
Prorate Price	Prorated price based on the effective date and billing cycle.
Prorate Cost	Prorated cost based on the effective date and billing cycle.
Ext Prorate Price	Extended prorated price: Quantity to Bill × Unit Price.
Ext Prorate Cost	Extended prorated cost: Quantity to Bill × Unit Cost.
Recurring Revenue	Recurring revenue when a product from an Opportunity or Sales Order is converted to an agreement. Requires recurring to be enabled on the product.
Recurring Cost	Recurring cost when a product from an Opportunity or Sales Order is converted to an agreement. Requires recurring to be enabled on the product.

Flags

Column	Description
Bill	Whether this addition is marked billable.
Taxable	Whether this product is taxable.
Purchase Item	Available for inventory and non-inventory products only. Sends the product to the purchasing module when an invoice is created. Items do not push to Purchasing or Purchasing Approvals until billed.
Special Order	Marks the product as a special order, allowing a special price, separate line treatment, or multiple line items with the same Product ID. Available for inventory and non-inventory products.
Drop Ship	Marks the product for drop shipping. Carried over to the purchasing screen when the agreement invoice is created, ensuring the resulting purchase order ships directly to the client. Available for inventory and non-inventory products.

Product classes

The Product Class field controls purchasing behavior and availability.

• Agreement — Tied to an agreement; not available for purchasing.
• Bundle — Groups products together. Selecting this class shows an Edit Bundle link. Bundles cannot be added as agreement additions.
• Inventory — Stock is tracked in the audit trail, including ordering, receiving, and shipping. Can be serialized or cost-by-serial. Cannot be deleted if audit trail records exist.
• Non-Inventory — Not kept in stock. Ordering and receiving are not tracked in the audit trail.
• Service — Used when labor is quoted through Opportunities and converted to a service ticket or project phase. Service class products do not appear on the products tab of the ticket or project, but finance information updates accordingly.