Create / Amend Contract

Details

Basic minimum required details to be added in “Details” tab

• Navigate to -> Menu Category.
• Select Service menu category.
• Navigate to Service -> Contract
• Displays list page of Contract.
• Click on -> 'Create' button.
• Redirects to create page on "Details" tab.
• Add Name
• Set Template
• Set Regarding, Billing Address, Service Address and Currency
• Add Start Date and End Date.
• Add Base Amount and Save the record

Detail page of Contract

 

Contract Lines

 Details

 Basic minimum required details to be added in “Details” Tab

• Navigate to -> Menu Category.
• Select Service menu category.
• Navigate to Service -> Contract -> Contract Lines
• Displays list page of Contract Line.
• Click on -> 'Create' button.
• Redirects to create page on “Details” tab.
• Add Name
• Add Base Amount.
• Regarding is auto set as “Contract if Contract Line is created from Contract” or “Contract Template if Contract Line is created from Contract Template”
• Set Tax.
• Click on -> 'Save' or 'Save & Close' button

 

List page of Contract Lines 

 

Details page of Contract Line

 

Active Contract

In Contract, Selected Start Date and Current date are same then Contract Status is automatically marked as Active