Setting Up SM Frequency

SM Frequency defines how often agreement tasks are scheduled (for example monthly, quarterly, or annually).

Before you start

• Know the scheduling intervals your agreements use.

Steps

1. Open SM Frequency Setup.
2. Define frequency codes used on agreement task schedules.
3. Set the interval for each code (monthly, quarterly, annually, and so on).
4. Optionally reference seasons if scheduling is seasonal.
5. Save.

Notes

• Frequencies that do not match agreements cause missed or duplicate scheduled work.