You can use Contract Groups to link contracts across accounts, events, organizations, etc. and to designate a contract as a Master Contract for the group.
You can view all the contracts within a group on the Contract Groups page from the Main Menu or you can group on the Contract Group column on the Contracts page.
To add a new contract group:
- Click the Contract Groups link from the Main Menu. The Contract Groups page opens.
- Click the Add button. The Add Contract Group window opens.
- Enter a description for the contract group.
- Click OK.
To assign a contract to a contract group:
- Click the Contracts link from the Main Menu. The Contracts page opens.
- Select the contract to include in the contract group.
- Right-click and select Edit -> Edit. The Edit Contract window opens.
- Select the Advanced Tab.
- Select the contract group from the Contract Group drop-down.
- Click OK.
You can designate a Master Contract for a group, for example, to serve as the overall agreement or primary contract for a larger group.
To designate a master contract for a contract group:
- Click the Contracts link from the Main Menu. The Contracts page opens.
- Select the contract to be assigned as the master.
- Right-click and select Edit -> Edit. The Edit Contract window opens.
- Select the Advanced Tab.
- Check the Master box. For the Master box to be active, a contract group must be assigned where a master contract has not already been designated.
- Click OK.
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