Step 1: Navigate to the Agreement Inventory.
Search for and enter the agreement by selecting the "Inventory" tab, then select the Agreement Inventory from the drop-down.
From there, you can either type to search for the agreement or directly access it from the screen. Here is a screenshot of this page for your reference:
Step 2: Agreement Actions
When you find the appropriate agreement, select "Agreement Actions" at the far right corner of Inventory. Then select "Terminate Agreement."
Step 3: Terminate Agreement
Upon selecting "Terminate Agreement", the pop-up window will ask you to select a Termination date. Once selected, click Submit.
❗If you are Terminating a Road Use Addendum with ongoing monthly billables and the date is in the past, please ensure to Void any Invoices that you do not need (e.g. past the selected end date) under Invoices & Payments Tab of the project or select within the pop-up window.
Bulk Termination
You can terminate more than one agreement at once by using the Bulk Termination function. Find a red coded button at the top right corner of the Agreement Inventory, Terminate. Once clicked, the display will offer you to select multiple agreements and selecting a Termination date for all of them.
