Entering a Contract - Pay Terms Card
- Pay Term
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Default taken from Customer (Sales Pay. Terms)
- The Payment Terms registered for this Customer in the Customer register are entered as a default by Hansa. These will be transferred to any Invoices raised from the Contract. In addition simply to ensuring that the correct Payment Terms appear on Invoices (in the Language of the Customer if necessary), entering basic Payment Terms records using the Sales Ledger setting can enable a system of early settlement discounts to be established.
- Salesman
- Paste Special
Person register, System module
- Default taken from Customer
- The Salesman responsible for the Contract should be registered here. Once Invoices have been raised, there are many reports in the Sales Ledger module that can be broken down by Salesman. It is also possible to assign commission on Items sold, using the Bonus % field on the 'Pricing' card of the Item screen.
- Our Ref.
- Use this field if you need to identify the Contract by means other than the Contract Number. A default will be taken from the Our Ref field on the 'Ser Nos' card of the Person record of the current user. References entered will appear on any Invoices created from the Contract.
- Attn.
- Paste Special
Contact Persons setting, Sales Ledger
- Default taken from Customer
- Record here the person for whose attention this Contract is to be marked.
- Phone, Fax
- Default taken from
Customer
- The Customer's telephone and fax numbers, as entered on the 'Contact' card of the Customer record.
- Credit Card
- Paste Special
Credit Card register, Cheques module (if installed)
- If the Contract will be paid using a credit card, enter its number here. Known credit card numbers for each Customer can be stored in the Credit Card register in the Cheques module.
- Authorisation
- If the Contract will be paid using a credit card, record the authorisation code here once it has been obtained.
- Project
- Paste Special
Project register, Job Costing module
- This field can be used to link the Contract to a Project. If a Project is specified here, it will be copied to any Invoices raised from the Contract. This will enable those Invoices to be included in the GP, Projects report.
