Search HansaManuals.com HansaManuals Home >> Standard ERP >> Contracts >> Settings Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 Customer Contract Defaults Use this setting to set defaults for the Factor, Class, Period Type and invoicing instructions on the 'Dates' card of new Contracts in the name of particular Customers. These defaults will be used when you enter these Contracts directly to the Contract register, when you create them from Invoices using the 'Contract' on the Create menu (Windows/Mac OS X) or + menu (iOS/Android) and when you create them from Contract Quotations using the 'Contract' function, again on the Create or + menu. In all other cases (i.e. when there is no record for the Customer in this setting), defaults are taken from the Contract Defaults setting. You can override the defaults in an individual Contract if necessary.On opening the setting, the 'Customer Contract Defaults: Browse' window is shown, listing the Customers for whom Contract Defaults have already been entered. To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). The 'Customer Contract Defaults: New' window appears: enter the details as appropriate and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.
Settings in the Contracts module:
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