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Services

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Contracts within EnergySteward.com are associated with one or more services.  Services are defined by your organization to enable you a mechanism to segregate contracts based on a service level.  More information about services can be found on in the configuration contract services area within this manual.  At least one service should be assigned to a contract.

 

ContractContractServices

Add Service (button) - Click this button to add a new service to the contract.

 

View/Edit Grid Button (pencil) - Click this next to the applicable service in order to change any of the information relevant to the contract-to-service relationship.

 

Delete Grid Button (red x) - Click this next to the applicable service that you want to permanently delete.  When you delete a service, then all information relevant to that contract to service relationship  will be permanently deleted. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

The following shows the service detail which you are presented with when adding or updating an contract service.

 

ContractContractServicesD

Service (drop down list box) - Select the service from the list of available services.  See the configuration contract services area for creating/updating services.  This item also includes a quick add icon for setting these services up directly from this screen (if you have appropriate security).

 

Effective From (popup calendar) - 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 service is important.

 

Effective Thru (popup calendar) - 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 service is important.