Difference between revisions of "How do I add a new contract?"

From Catalyst
Jump to: navigation, search
(Created page with "{{Review}} == Summary == This Article will explained how to add a new Contract. == More Information == Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}. *Press...")
 
(More Information)
Line 6: Line 6:
 
Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}.
 
Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}.
  
*Press {{Button|<F2>}} to get the next available contract number and then press {{Button|<Enter>}}.
+
*Press {{KeyPress|<F2>}} to get the next available contract number and then press {{Button|<Enter>}}.
 
*Now add the account code that this contract will be charged to for help om finding an account see [[How do I Find a Customer?|here]].
 
*Now add the account code that this contract will be charged to for help om finding an account see [[How do I Find a Customer?|here]].
 
*In the Description Section enter the description of the contract.
 
*In the Description Section enter the description of the contract.
*Press {{Button|Enter}} until you get to the Quote Number and enter the quote number if there is one.
+
*Press {{KeyPress|Enter}} until you get to the Quote Number and enter the quote number if there is one.
*Press {{Button|Enter}} and now enter the team number if there is one.
+
*Press {{KeyPress|Enter}} and now enter the team number if there is one.
*Press {{Button|Enter}} and enter the start date for the contract.
+
*Press {{KeyPress|Enter}} and enter the start date for the contract.
*Press {{Button|Enter}} and enter the status for the job.
+
*Press {{KeyPress|Enter}} and enter the status for the job.
*Press {{Button|Enter}} and enter the amount that has been quoted for this job.
+
*Press {{KeyPress|Enter}} and enter the amount that has been quoted for this job.
 
{{Note|This is the Nett amount}}
 
{{Note|This is the Nett amount}}
 
*Press {{Button|Enter}} if you are satisfied with the contact you have Created then {{Button|Enter}} if you or not then you can enter {{DataValue|I} and then press {{Button|Enter}} and the contract will be ignored.
 
*Press {{Button|Enter}} if you are satisfied with the contact you have Created then {{Button|Enter}} if you or not then you can enter {{DataValue|I} and then press {{Button|Enter}} and the contract will be ignored.

Revision as of 13:23, 22 February 2018

Summary

This Article will explained 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>].
  • Now add the account code that this contract will be charged to for help om finding an account see here.
  • In the Description Section enter the description of the contract.
  • Press <Enter> until you get to the Quote Number and enter the quote number if there is one.
  • Press <Enter> and now enter the team number if there is one.
  • Press <Enter> and enter the start date for the contract.
  • Press <Enter> and enter the status for the job.
  • Press <Enter> and enter the amount that has been quoted for this job.
This is the Nett amount
  • Press [Enter] if you are satisfied with the contact you have Created then [Enter] if you or not then you can enter {{DataValue|I} and then press [Enter] and the contract will be ignored.

See also