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

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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>}}.
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* 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.
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* 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.
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* Enter the {{DataValue|Value}} that has been quoted for this job. (Note:This should be the Nett amount quoted.)
{{Note|This should be the Nett amount quoted.}}
 
 
* Press {{KeyPress|Enter}} and accept the information that you have entered.
 
* Press {{KeyPress|Enter}} and accept the information that you have entered.
  

Revision as of 11:09, 1 March 2018

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, contract, team, costings, status