Page History: HOW TOs: Contract Management
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Page Revision: Thu, 23 Oct 2008 15:12
Contracts are created in the Contract Master.
The
General tab is used to set up the general information concerning the contract.
In the field located at the top left of the screen, enter the name of the organization you are creating a contract for.
Click
New to create a new contract.
Enter the name of the contract in the
Contract # field.
Enter the additional information regarding the contract (see below).
Contract #: Enter the name of the contract.
Start Date: Enter the date the contract takes effect. Sales orders and service orders started before this date cannot be applied to this contract.
End Date: Enter the date the contract ends. Sales orders and service orders started/completed after this date cannot be applied to this contract.
Customer Contact: Select the contact person inside the organization regarding this particular contract.
Internal Contact: Select the contact person inside your company regarding this particular contract. This is the contract manager. Only people with the Contract Manager attribute will be available for selection.
Bill To: Enter the customer being billed for this contract.
Allow Non-Listed Billings: Check this box to allow the adding/billing of additional items that aren't part of the original contract.
Recurring: Check this box if this contract will be recurring (normally monthly).
Active: Check this box to make the contract active. Only active contracts may be selected when creating a sales or service order.
Default: Check this box to make this contract the default for the organization.
Click
Save after you are finished and move on to the next tab OR go straight to the Copy From tab.
