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This text refers to program version 8.4  

Operations Menu - Contract Quotation - Contract

This page describes the 'Contract' function on the Create menu in the Contract Quotation record window. If you are using iOS or Android, the 'Invoice' function is on the + menu.

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The 'Contract' function allows you to convert a Contract Quotation into a Contract.

To create a Contract from a Contract Quotation, first open the Quotation in a record window (or, if the Quotation is already open, ensure you have saved all changes), and then select 'Contract' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android).

A new record will be created in the Contract register, and will be 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 will be transferred to the appropriate fields in 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 will be copied from the Contract Quotation, while the Factor and invoicing instructions will be taken from the record for the Customer in the Customer Contract Defaults setting. If there is no such record, they will be taken from the Contract Defaults setting. The new Contract will not be marked as OK and will not be given a Start Date, so you will not be able to raise Invoices from the Contract yet.

You can only create a single Contract from a particular Quotation record.

To close the Contract and return to the Quotation, click the close box (Windows/Mac OS X) or tap < (iOS/Android). You will be asked if you would like to save any changes that you may have made. The Contract Number will be copied to the Contract field in the header of the Contract Quotation record.

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The Contract Quotation register in Standard ERP:

• Introduction
  

• Entering a Contract Quotation
  

• Printing a Contract Quotation
  

• Operations menu
  

• Create menu, including:
  
  • Contract

Go back to:

• Home page for Contracts module manual
  

• Home page for Standard ERP manual

   

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