HOW TOs: Contract Management

Modified on Thu, 15 Dec 2011 11:13 by tsanchez — Categorized as: Contract Management


General Information

Default Menu Location Maintain >> Contract Management >> Contract Master

Contract Master Screen

Contract Master Screen


Create a New Contract

Contracts are created in the Contract Master screen

General tab is used to setup contracts.




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

Maintain >> Contract Management >> Contract Master



Please note that the customer must be setup in the Organization screen and must have a SOLDTO attribute.







How To Video: Copy a Contract



Generate Other Charges

Transaction >> Contract Master >> Generate Other Charges


(Click here to learn where to setup a contract)









How To Video: Generate Other Charges