How to give a producer their own terms

Before you start

You have the Site manager or Central manager role.
The producer has an agreement at the site (it is created automatically at their first intake).

Press Agreements.
Find the producer with Search and press their name.
Press New version (own terms). The form opens with their current terms.
Choose the Fee type, type the rate or amount, choose Settlement and give Valid from.
Press Review the change and read What will change: the new terms, that the current version ends the day before, that intakes already made keep their version, and that applying new default terms will no longer change this producer.
Press Create and activate version … from …. If asked, sign in again.
You see "Version … was activated from …". In the Version history the new version shows "Own terms" and "Current".

…it says "Version … was created as a draft but not activated". The version shows as "Draft, not in force". Fix the cause (e.g. the date) or press Activate version … from ….
…there is already an intake after the date. The activation is refused; choose a date after the last intake.
…I want them back on the default terms. Not available on the screen yet. You can give a new version with the same terms as the defaults, but it stays "Own terms".