Industry agreements and payments
Track consultancy, contract research, testing, joint R&D and training agreements in EnaTTO, with team, documents, payments received and industry indicators.
- EnaTTO app
This article was verified with an older release. Screen names or steps may differ in the current version.
Agreements keeps every collaboration agreement with industry in one place: its company, type, value, dates, team, documents and the payments received. EnaTTO records what you enter; it does not draw legal conclusions from the agreement.
Required role
- Manage industry collaboration (TTO staff, Owner).
Add an agreement
Go to Agreements → Add, or click Create agreement on a demand. Enter:
- the company (from the directory, required) and, optionally, the demand,
- the Agreement type: Consultancy, Contract research, Testing and analysis service, Joint R&D, Training or Other,
- the Agreement value and Currency (one currency per agreement),
- the status and dates: Signed on, Start, End,
- the Scope and an internal note (visible only inside the TTO).
Statuses are Draft, In negotiation, Signed, In force, Completed, Terminated and Cancelled. Signed statuses require the signing date. When the agreement is signed, its linked open demand becomes Won.
Team
Under Team → Add to team add academics and laboratories, each with a role. Make lead marks the lead.
Documents
Under Documents → Attach document link the signed agreement and annexes by their code in the document store. Detaching does not delete the document.
Payments
Once the agreement is signed, record payments under Payments → Add payment: Received on, amount (in the agreement currency) and a note such as the instalment or invoice number. The card shows Received and Outstanding against the agreement value. While payments exist, the currency cannot be changed. Deleting a payment removes it from the total and the indicators.
Indicators
Industry indicators such as demands, matched and won demands, win rate, agreements signed and in force, signed agreement value, industry income, companies engaged and time to agreement appear in Reports under Industry collaboration. Amounts are shown per currency.
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