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This text refers to program version 4.2  

Operations Menu - Make Contract

To convert a Quotation into a Contract, select 'Make Contract' from the Operations menu. All changes to the Quotation must be saved using the [Save] button before the Contract can be created.

A new record is created in the Contract register. It is opened in a new window entitled 'Contract: Inspect'. This means that it has been created and saved and is being opened for amendment and approval.

Virtually all the information entered for the Quotation is transferred to the appropriate fields of the Contract, reducing the typing load and minimising the risk of error. The Class and Period Type on the 'Dates' card of the new Contract are copied from the Contract Quotation, while the Factor and invoicing instructions are taken from the record for the Customer in the Customer Contracts Defaults setting. If there is no such record, they are taken from the Contract Defaults setting. Note that the Contract is unapproved and has not been given a Start Date, so Invoices cannot yet be raised.

Only a single Contract can be created from a particular Quotation record.

To close the screen and return to the Quotation, click the close box. You will be asked if you would like to save any changes that you may have made.

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