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

From Catalyst
Jump to: navigation, search
(Bulk update)
(Bulk update)
Line 6: Line 6:
  
 
* Press {{KeyPress|F2}} to get the next available contract number and then press {{KeyPress|<Enter>}}.
 
* 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 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 {{DataValue|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.
Line 16: Line 16:
  
 
== See also ==
 
== See also ==
* [[How do I Find a Customer?]]
+
* [[How do I find a customer?]]
  
 
{{KB_Tags|contract, team, costings, status}}
 
{{KB_Tags|contract, team, costings, status}}
 
{{KB_CC}}
 
{{KB_CC}}

Revision as of 06:29, 8 January 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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
contract, team, costings, status