How do I add a new contract?
From Catalyst
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