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Company Relationships |
  
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Company Relationships |
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You can have an unlimited number of company relationships to a given contract within EnergySteward.com . However, there is a single primary and counter party on a contract. Information about these relationships can be found in the configuration contract relation types area. These relationship names (for the counter and primary party) are configured for each contract type and can be found in the configuration contract types area.
Add Company Relationship (button) - Click this button to add a new company relationship to this contract.
View/Edit Grid Button (pencil) - Click this next to the applicable relationship in order to view or change any of the information relevant to the relationship.
Delete Grid Button (red x) - Click this next to the applicable relationship that you want to permanently delete. When you delete a relationship, then only the specific company relationship association is removed. You should not delete the primary or counter party relationships. These are required on each contract. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the contract relationship detail which you are presented with when adding or updating a contract relationships.
Relationship Type (drop down list box) - This is a required field. This indicates the relationship type. See the configuration contract relationship type setup area for creating/updating contract relationship types. This item also includes a quick add icon for setting these types up directly from this screen (if you have appropriate security).
Company (drop down list box) - This is required and is the company that has the specified contract relationship type.
Effective From (date popup) - This is a required field. It will default to '01/01/1800'. This should be left at the default value unless date effectiveness for this relationship is important.
Effective Thru (date popup) - This is a required field. It will default to '12/31/3000'. This should be left at the default value unless date effectiveness for this relationship is important.
Notes - This is optional and can be any related notes about the contract relationship which is needed for clarification.