Amendments - Equipment Contract Module

To add an amendment to your equipment contract:

1. Click Add Item.

   This displays in the Actions menu on the right side of the page.

   The Amendments page becomes editable.

2. Select the group that the amendment belongs to from the Group field.

   Create a new group or category.

   Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

3. Select the type of amendment this is from the Type field.

   If you want to create a new type, follow the Add a Type procedures.

   Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.

4. Enter a unique ID for the amendment in the Amendment ID field.

   You will use this ID when selecting an amendment on the Covenants Page.

5. Enter the effective date in the Effective Date field.

   You can also click Calendar to open the Date Picker and select the appropriate date.

6. Enter a description of the amendment in the Description field.

7. Enter the payment amount in the Payment Amount field.

8. Select the frequency of the payment from the Frequency field.

   Note:

   These fields are for tracking purposes only. You will need to update your recurring payments for your transactions to be updated.

9. Select the primary use of the space from the Primary Use field.

   Create a new group or category.

10. Enter any comments in the Comments field.

11. To add supporting documentation to your amendment:

    1. Click Add Documents.

    2. Upload a Document.

12. Click Save Changes.

    This displays in the Actions menu on the right side of the page.

    The page refreshes. The amendment appears in the Equipment Contract Amendments List.

To edit an amendment:

1. Select the amendment you want to edit from the Equipment Contract Amendments List.

   The details of the amendment populate in the Contract Amendment section.

2. Make your changes.

3. Click Save Changes.

   This displays in the Actions menu on the right side of the page.

   The page refreshes. Your changes are saved.

To delete an amendment:

1. Select the amendment you want to delete from the Equipment Contract Amendments List at the top of the Amendments page.

   The amendment’s data populates in the fields on the page.

2. Click Delete Item.

   This displays in the Actions menu on the right side of the page.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The amendment is deleted. It no longer appears in the Equipment Contract Amendments List.