Entering a Contract - Header
This page describes the fields in the Header of the Contract record. Please follow the links below for descriptions of the other cards:
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- No.
- Paste Special
Select from another Number Series
- The unique identifying number of the Contract. The default will be chosen as follows:
- It will be taken from the first valid row in the Number Series - Contracts setting.
- It will be the next number following on from the last Contract entered.
You may change the default, but not to a number that has already been used. If you have defined at least one number sequence in the Number Series - Contracts setting, the number you change to must be inside a valid number sequence.
- You will not be able to save a Contract if the No. does not belong to a valid number sequence. A valid number sequence is one for the period in which the Contract Date falls and with unused numbers, so this problem will most usually occur at the beginning of a new calendar or financial year.
- If you are working in a multi-user system, the Contract Number will be assigned when you save the Contract for the first time, chosen as described above and providing you have not already specified a number yourself.
- If necessary, you can enter a secondary identifying number ("Child Number") in the field to the right, but note that you cannot change the Child Number after you have saved the Contract. Contracts created by the 'Renew Contracts' Maintenance function will always have a Child Number. These Contracts will replace all other Contracts with the same Contract Number and earlier Child Numbers.
- Customer
- Paste Special
Customers in Contact register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Name
- The Customer Name is entered after you have entered the Customer Number.
- Department
- Use this field to record the Department, either in the Customer's company or in your own Company, that is responsible for the Contract. If you use the latter option, you can then use the Contract Contacts report to print lists of Contracts for which each Department is responsible.
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The Contract register in Standard ERP:
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