Remote Monitoring & Management Help

Agreement update

The Management IT Solution includes the option to configure the Agreement Interface Parameters. This setting allows you to associate service class products, for example, managed workstations and servers, with an agreement for the purposes of automatically updating the quantity to bill.

To ensure any Agreement settings are applied for the Management IT Solution, please enabled the Agreement API for your Integrator Login account.

Create an Agreement for the customer in ConnectWise:

  1. Go to Finance in the left menu
  2. Agreements
  3. Click the New Item button (+)
  4. Complete the required information, including:
    1. Agreement Name - Descriptive name to identify the Agreement
    2. Agreement Type - Managed Service
    3. Start Date - first day of the month
    4. End Date - no End Date
    5. Company - choose company to apply the Agreement to
  5. Click the Save and Close button

cw_agreement_co

Create the Managed IT Solution default Agreement settings:

  1. Go to System in the left menu
  2. Select Setup Tables
    Search for Management IT in Table
    1. Choose Management IT in the returned results
    2. Select the required Solution from the list
    3. Configure the Agreement Interface Parameters
  3. Click the Save and Close button

cw_agreement_add

Once setup, select those Company level Agreements you wish to apply this Managed IT solutions setting to:

  1. Go to Companies in the left menu
  2. Companies
  3. Use the Search function to filter the companies list
  4. Select the target company
  5. Navigate to Agreement to verify there is an agreement of the same type for the company
  6. Go to Management tab
  7. Choose the company Agreement to apply these settings to from the drop-down
  8. Click Save to apply

cw_agreement_select

Finally, configure the synchronization job which will attach the configurations to the Agreement and update the Agreement Additions.

  1. Go to System in the left menu
  2. Select Setup Tables
  3. Search for Management in Table
    1. Choose Management in the returned results
    2. Configure the task and choose ManagedITSync as the API Login for Managed IT Sync
  4. Click the Save and Close button

cw_agree_manage

For further information on Agreements and their configuration please refer to the ConnectWise documentation.