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

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(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...")
 
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{{Review}}
 
 
== Summary ==
 
== Summary ==
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This Article will explained how to add a new Contract.
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This article will explain how to add a new Contract.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}.
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Go to {{Menu|{{CC}}|{{CC}}|Add or Edit Contracts}}.
  
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*Press {{Button|<F2>}} to get the next available contract number and then press {{Button|<Enter>}}.
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* Press {{KeyPress|F2}} to get the next available contract number and then press {{KeyPress|<Enter>}}.
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*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]].
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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]].
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*In the Description Section enter the description of the contract.
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* Enter the {{DataValue|Description}} of the contract.
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*Press {{Button|Enter}} until you get to the Quote Number and enter the quote number if there is one.
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* Press {{KeyPress|ENTER}} until you get to the {{DataPrompt|Quote Number}} and enter the {{DataValue|quote number}} if there is one.
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*Press {{Button|Enter}} and now enter the team number if there is one.
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* Enter the {{DataValue|Team}} code if there is one.
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*Press {{Button|Enter}} and enter the start date for the contract.
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* Enter the {{DataValue|Start Date}} of the contract.
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*Press {{Button|Enter}} and enter the status for the job.
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* Enter the {{DataValue|Status}} of the job.
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*Press {{Button|Enter}} and enter the amount that has been quoted for this job.
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* Enter the {{DataValue|Value}} that has been quoted for this job. (Note:This should be the Nett amount quoted.)
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{{Note|This is the Nett amount}}
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* Press {{KeyPress|ENTER}} and accept the information that you have entered.
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*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.
 
  
 
== See also ==
 
== See also ==
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* [[How do I Find a Customer?]]
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* [[How do I find a customer?]]
  
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{{KB_CC}}
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{{KB_Tags|contract, team, costings, status}}
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{{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


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Keywords AND Misspellings
contract, team, costings, status
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