Difference between revisions of "How do I add a new contract?"
From Catalyst
(Bulk update) |
|||
| (5 intermediate revisions by 2 users not shown) | |||
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | Go to {{Menu|{{CC}}| | + | Go to {{Menu|{{CC}}|{{CC}}|Add or Edit Contracts}}. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|F2}} to get the next available contract number and then press {{KeyPress|<Enter>}}. |
| − | * Enter the account code to which this contract will be charged. For help on finding an account, see [[How do I | + | * 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| | + | * Press {{KeyPress|ENTER}} until you get to the {{DataPrompt|Quote Number}} and enter the {{DataValue|quote number}} if there is one. |
* Enter the {{DataValue|Team}} code if there is one. | * Enter the {{DataValue|Team}} code if there is one. | ||
* Enter the {{DataValue|Start Date}} of the contract. | * Enter the {{DataValue|Start Date}} of the contract. | ||
* Enter the {{DataValue|Status}} of the job. | * Enter the {{DataValue|Status}} of the job. | ||
| − | * Enter the {{DataValue|Value}} that has been quoted for this job. | + | * Enter the {{DataValue|Value}} that has been quoted for this job. (Note:This should be the Nett amount quoted.) |
| − | + | * Press {{KeyPress|ENTER}} and accept the information that you have entered. | |
| − | * Press {{KeyPress| | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I find a customer?]] |
| − | {{KB_Tags| | + | {{KB_Tags|contract, team, costings, status}} |
| − | {{KB_CC}} | + | {{How}}{{KB_CC}} |
Latest revision as of 05:32, 19 June 2019
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. (Note:This should be the Nett amount quoted.)
- Press <Enter> and accept the information that you have entered.
See also
