Page History: HOW TOs: Contract Management
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Page Revision: Thu, 23 Jul 2009 11:36
Default Menu Location
Maintain >> Contract Management >> Contract MasterCreate a Contract
Contracts are created in the
Contract MasterGeneral tab is used to setup contracts.
- 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 contract in the Contract # field
Fields/Filters
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
Default: Check this box to make this contract the default for the organization
Click
Save when you are finished and move on to the next tab or go straight to the
Copy From tab
Copy a Contract
Create a new contract by copying from an existing contract
STEP 1: Open the
Contract Master Maintain >> Contract Management >> Contract MasterSTEP 2: Enter the customer's name
STEP 3: Click the ADD button
STEP 4: Fill out the Contract Name, Start/End Date, Customer Contact, Internal Contact (contract manager), and Bill To
STEP 5: Click SAVE
STEP 6: Go to
Copy From tab (Select the Contract you wish to copy by entering that contract's customer name)
STEP 7: Click the Copy button
STEP 8: Edit the contract details accordingly
