Difference between revisions of "How do I add a new contract?"
From Catalyst
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* Enter the account code to which this contract will be charged. For help on finding an account, see [[How do I Find a Customer?|here]]. | * Enter the account code to which this contract will be charged. For help on finding an account, see [[How do I Find a Customer?|here]]. | ||
* Enter the {{DataValue|Description}} of the contract. | * Enter the {{DataValue|Description}} of the contract. | ||
| − | * Press {{KeyPress|Enter}} until you get to the {{DataPrompt|Quote Number}} and enter the quote number if there is one. | + | * Press {{KeyPress|Enter}} until you get to the {{DataPrompt|Quote Number}} and enter the {{DataValue|quote number}} if there is one. |
| − | * Enter the Team code if there is one. | + | * Enter the {{DataValue|Team}} code if there is one. |
| − | * Enter the Start Date of the contract. | + | * Enter the {{DataValue|Start Date}} of the contract. |
| − | * Enter the Status of the job. | + | * Enter the {{DataValue|Status}} of the job. |
| − | * | + | * Enter the {{DataValue|Value}} that has been quoted for this job. |
| − | {{Note|This | + | {{Note|This should be the Nett amount quoted.}} |
* Press {{KeyPress|Enter}} and accept the information that you have entered. | * Press {{KeyPress|Enter}} and accept the information that you have entered. | ||
| − | + | ||
== See also == | == See also == | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
{{KB_CC}} | {{KB_CC}} | ||
Revision as of 10:27, 23 February 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article will explain how to add a new Contract.
More Information
Go to " Contract Costings Contract Costings Add or Edit Contracts".
- Press <<F2>> to get the next available contract number and then press <<Enter>>.
- Enter the account code to which this contract will be charged. For help on finding an account, see here.
- Enter the 'Description' of the contract.
- Press <Enter> until you get to the "Quote Number" and enter the 'quote number' if there is one.
- Enter the 'Team' code if there is one.
- Enter the 'Start Date' of the contract.
- Enter the 'Status' of the job.
- Enter the 'Value' that has been quoted for this job.
 | This should be the Nett amount quoted. |
- Press <Enter> and accept the information that you have entered.
