Difference between revisions of "How do I add a new contract?"
From Catalyst
Nigel Smith (talk | contribs) (→More Information) |
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{{Review}} | {{Review}} | ||
== Summary == | == Summary == | ||
| − | This | + | This article will explain how to add a new Contract. |
== More Information == | == More Information == | ||
Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}. | Go to {{Menu|{{CC}}|Contract Costings|Add or Edit Contracts}}. | ||
| − | *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 {{DataValue|Description}} of the contract. |
| − | *Press {{KeyPress|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 {{DataPrompt|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. |
| − | *Press {{KeyPress|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 {{ | + | * Press {{KeyPress|Enter}} and accept the information that you have entered. |
| − | + | ||
== See also == | == See also == | ||
* [[How do I Find a Customer?]] | * [[How do I Find a Customer?]] | ||
{{KB_CC}} | {{KB_CC}} | ||
Revision as of 15:05, 22 February 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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.
- Press <Enter> and enter the amount that has been quoted for this job.
 | This is the Nett amount |
- Press <Enter> and accept the information that you have entered.
