Prerequisites

• To have created the supplier with which the contract is signed.
• If applicable, to have entered the items and services mentioned in the contract, but not necessarily.
• In the case of a Contract linked to a Work order plan, to have created the triggers to be associated with the contract.

 

Procedure

1. In the [Resources] module, select the [Contracts] function.
   → The list of Contracts or periods is displayed.

 

Simple creation

1. On the creation menu, choose Purchase contracts or a work order Contract (which may also contain purchasing terms).
   → The detail form for a contract is displayed, in creation mode, see purchasing contract [General] or work order contract [General].

 

Creating by copying

1. From the list of contract periods, check the period to be copied or open the detail form of the period to be copied.
   
   
2. On the creation menu , choose Duplicate.
   → The detail form of a Contract is displayed. The contract and period data are initialized with the data of the copied period.