You are able to record multiple benefit elements of different types related to a contract, each applying to a specific time frame. These can be found in the Benefits tab of a Contract Record. To view details or make edits to existing benefits, use the blue hyperlinked reference in the related list to open the benefit record and view it's associated details.
- Savings are used to record financial savings associated with a contract
- Benefits are used to record and track economic, environmental or social benefits associated with the contract
Each benefit recorded on a contract also provides a files area to attach any documentation that is relevant to the benefit. This can be found by clicking into a record to view that records page layout and navigating to the right hand side where the Files widget sits. Drag and drop a file into the area, or select upload files to attach your documentation.
Your organisation's system may differ from the examples shown in the help centre. Various elements such as fields, page layouts, labels and process flows may have been customised to fit your organisation's specific needs and workflows. This guide remains a valuable resource for navigation and understanding of the Atamis system. The core functionalities remain consistent so you can apply general principles and instructions provided here to your own customised environment. For clarity on the specifics of your particular setup, please contact your system's administrator or super user.
To record new a new contract saving or benefit information, navigate to the Benefits tab on the record and click New in the related list of records called Contract Savings/Benefits.
Choose the correct record type from the options presented on the screen that appears based on what kind of benefit you wish to create. You will then be presented with the fields related to that record type to populate with the information for your benefit. The fields are different depending on whether a saving or a benefit is being entered.
Savings
Savings are recorded using the record type Saving and are used for recording financial savings.
Populate the relevant fields such as title, descriptions, amount, applies from and to dates, type and other custom fields. Click Save.
Savings reports are created using the Report Type of Contracts with Contract Savings. This report type includes the fields which calculate the proportion of the saving attributable to each financial year which is based on: Saving Amount, Applies From, and Applies To fields.
Benefits
Benefits are recorded using the record type Benefits for any non-financial benefit attributed to the contract. Populate the relevant fields such as title, descriptions, amount, applies from and to dates, type and other custom fields.
Benefit types are defined in advance during your system configuration and can apply to a variety of situations. Your system may include a field Guidelines for Entering Benefit Amount which is non-editable and contains instructions specific to the benefit type selected to aid you in reviewing and verifying you have entered the information correctly in accordance with your organisation's processes after creating a benefit.
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