CVA Contract Configuration - Global Defaults

An overview of the Global Defaults page in Service Agreement Quoting.

Quick Reference

• The CVA Contract - Global Defaults page allows you to manage default field values for CVA Contracts. To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select CVA Contract Configuration → Global Defaults from the left navigation menu.
• Click on a field’s default value in the Value column to select or enter a new default value.
• Check the Allow Manual Override checkbox for a field to allow Users filling out CVA Contracts to manually override that field’s default value. Uncheck this checkbox to prevent Users from overriding the default value.
• Click the Save button in the top-right corner of the screen to save your changes.

Introduction

The Global Defaults page allows you to manage default field values for CVA Contracts. A CVA Contract is a DBS entity containing the contract information for a Service Agreement.

To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select CVA Contract Configuration → Global Defaults from the left navigation menu.

Global Defaults

1. Save Button
   Click to save your changes. This button will be disabled if there are any required fields that do not have a default value selected.
2. Global Defaults Table
   This table contains a list of available global default configurations for CVA Contracts. Click on a column header to sort the table by that column. Click and drag the column headers to change the order of columns. 
3. Clear Field Button
   Click the “X” icon to clear the current default value.
4. Field Options Drop-Down
   For fields with selectable values, click the down arrow to view a list of possible default values. You can also accomplish this by clicking on the value itself. Select a value to set it as the default for that field.
5. Allow Manual Override Checkbox
   Check this checkbox to allow Users filling out CVA Contracts to manually override the default value. Uncheck this checkbox to prevent Users from overriding the default value.

CVA Contract Configuration Table - Columns

The Global Defaults table comprises the following columns:

• Field: The field’s name.

• Value: The field’s current default value. Some default values can be entered manually, while others can be selected out of a list of possible values.
• Allow Manual Override: Contains the Allow Manual Override checkbox.
• Description: A description of the field’s significance and where it is used in the system.