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Sparkrock

Configuring Contract Management

You can configure contracts by adding and editing contract types.

Editing Contract Types

To edit contract types:

  1. In the Search field, type Contract Type and then select the object from the list.
    The Contract Type window displays.
    contract_type.png
  2. To add a new contract type, from the Ribbon, click New.
  3. Specify the following:
    • Code: provide a short code for the contract type.
    • Description: type a description for this contract type.
    • Account Type: specify the contract type. Can be one of All, Customer, or Vendor.
  4. Click OK.

Configuring the Contract Number Series

Use the Contract Management Setup window to configure the contract number series.

To configure the contract number series:

  1. In the Search field, type Contract Management Setup and then select the object from the list.
    The Contract Management Setup window displays.
    contract_management_setup.png
  2. From the Contract Nos. drop-down list, choose the number series that you want to use when creating new contracts.
  3. Click OK.
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