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HansaManuals Home   >> Standard ERP   >> Contracts   >> Settings  

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This text refers to program version 8.4  

Contract Settings

The Contract Settings setting contains some miscellaneous options controlling the behaviour of various aspects of the Contracts module.

To work with this setting, first ensure you are in the Contracts module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcut and then double-click 'Contract Settings' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Contract Settings' in the 'Settings' list. The 'Contract Settings Inspect' window opens, as illustrated below. When you have selected the options that you need, click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) in the Button Bar to save the changes. To close the window without saving changes, click the close box (Windows/Mac OS X) or tap < (iOS/Android).

Default Create
Use these options to specify whether the 'Invoice' function on the Create menu and the 'Create Contract Invoices' Maintenance function should create Invoices or Sales Orders from each Contract.

You can change the choice of option in an individual Contract using the Create options on the 'Del Terms' card. In effect, the choice that you make here will set the default for the Create options in each Contract.

Update Contract
After entering a Contract for a Customer, the Contract can become out-of-date if you subsequently change the Name or Invoice Address of the Customer. If you would like the Name and Invoice Address in all relevant Contracts to be checked and updated whenever you save a Customer record, select this option.
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Settings in the Contracts module:

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