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The Agreement Method document is used to store the form of the Agreement, and to inform locally-configurable business rules and workflows. This might contain negotiated, SERU, shrink-wrap, copyright, etc.

The Agreement Method is used in determining which workflows are valid for a specific License Request.

The Agreement Method document includes the Add/Edit Agreement Method tab. The system automatically enters data into both the Old and New sections. Selected data fields are available for editing.

Add/Edit Agreement Method Tab Definitions

Title

Description

Agreement Method Name

Required. Brief name for method (can use local or ONIX-PL suggested).

Agreement Method Description

Required. Brief description of the Agreement Method.

Active Indicator

Indicates whether this Agreement Method is active or inactive. Remove the check mark to deactivate.