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Agreements about to Expire Sub-Tab

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The Agreements about to Expire Sub-Tab selects Agreements which will expire in the future, starting from Today up through the selected date, meeting these conditions:

1.The Agreement has Status of Active
2.The Expiration Date of the Agreement is somewhere between Today and the future date shown in the Date or Number of Days selection box at the bottom left (no past dates allowed here). The default Date is the same date as Today, in the next month.

Here is a sample of the Agreements about to Expire screen. In this case only one Agreement qualifies:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu). There may also be a header panel above for the "parent" of the details, or a DataView Footer below. Usually you can use key-matching search on fields like ID Number.

To help you manage many possible entries, this screen is already displayed using the Group-By bar, allowing you to drag column headers into the Group-By in the screen header.

Use the Horizontal Scroll Bar at the bottom of the window to see further valuable columns on the right.

 

Double-click on the detail line to open and review or make changes to the Agreement Details screen
At the bottom left are the Selection Boxes for Display Agreements which expire up to.
You can use either the Date box, with the Calendar Helper, or the Days box
The default Date is the same date as Today, in the next month.
You can change the date selection, but only forward. You cannot set the Date or Number of Days to a time earlier than today. The idea is that you are looking ahead to see Active Agreements that will expire soon.
Use the Refresh button after changing the Date, to display the related details
At the bottom right there are three buttons:
Refresh Screen: - Click this button to re-display the screen after making changes to some of the detail lines.
Print: - Click this button to print the current screen display for work and review.
Preview: - Click this button to preview the printout for the current screen display.

 


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