Event Housing Blocks on Contracts

Housing blocks are a special type of service order that are handled separately on contracts. Unlike service orders, you can only add them to a contract from the Add or Edit Contract window.

Add a Housing Order When Adding a New Contract

When you add a new contract to an event with existing housing orders, those orders are automatically included on the Housing tab for the contract and saved with the contract unless you remove them.

Add a Housing Order to an Existing Contract

To add a housing order to an existing contract:

1. Click the Events link from the Main Menu. The Events screen opens. 
2. Select the event with the housing order and contract.
3. Right-click and select Edit. The Edit Event screen opens.
4. Select the Contracts tab. 
5. Select the contract.
6. Right-click and select Edit. The Edit Contract screen opens.
7. Select the Housing tab.
8. Click the Add Existing Housing button. The Advanced Search Blocks screen opens.
9. Select the order(s) to add to the contract. Use Ctrl+Click or Shift+Click to select multiple orders.
10. Click the Select button. You are prompted to Create Revision. Click Yes or No depending on your organization’s process. If there is a payment plan on the contract, you are prompted to add the order to the payment plan if it is not already on a payment plan. Click Yes or No depending on your organization’s process. 

Remove a Housing Order From a Contract

To remove a housing order from a contract:

1. Click the Events link from the Main Menu. The Events screen opens. 
2. Select the event with the housing order to remove from the contract.
3. Right-click and select Edit. The Edit Event screen opens.
4. Select the Contracts tab. 
5. Select the contract with the housing order to remove.
6. Right-click and select Edit. The Edit Contract screen opens.
7. Select the Housing tab.
8. Select the housing order(s) to remove from the contract. Use Ctrl+Click or Shift+Click to select multiple orders.
9. Right-click and select Mark for Delete.
10. Click OK. If the order is on a payment plan, you are prompted to remove the order from the payment plan. Click Yes or No (if there are other orders on the payment plan still on the contract you cannot save if you answer No). You may receive a prompt about revising the contract and/or generating contract documents. This is dependent upon your organization's processes.