Contract types are used to make the contracting process more efficient by generating a contract using the correct documents and payment plan. Each contract type can have up to four contract documents, four reports, a payment plan, and multiple clauses.
To configure a contract type:
- Click the Contract Types link in the Main Menu. The Contract Type page opens.
- Click Add. The Add Contract Type window opens.
- Enter the necessary information:
- Description - Enter a description for the contract type. This displays in the Type drop-down on the Add Contract screen.
- Code - Add a unique alphanumeric code.
- Enter optional information:
- Document 1-4 - Select up to four documents to default in the Document field when creating contract documents.
- Payment Plan - Select the payment plan to use when a new contract is created with the selected type.
- Approval Checklist - Select the checklist to use when the contract reaches the Approval status.
- Report 1-4 - Select up to four reports to default in the Report field when creating contract documents. The report must be assigned to the Contract Reports Report List to display.
- Click OK.
Contract clauses can be automatically added when creating a new contract using the contract type. To configure default contract clauses:
- Click the Contract Types link in the Main Menu. The Contract Type page opens.
- Select the contract type for the default contract clauses.
- Right-click and select Select Contract Type Clauses. The Select Contract Type Clauses window opens.
- In the Available panel on the left, select the desired contract clauses. Use Ctrl+Click or Shift+Click to select multiple clauses.
- Click the single right arrow button to move the selected clause(s) to the Selected panel on the right.
- Click OK.
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