Adding
Contracts |
To add contracts:
- From the Edit menu, choose Contracts.
Result: The Contracts dialog box appears.
- Choose Add.
Result: The Add Contract dialog box appears.
- On the General tab In the Contract box, type a name for the
contract.
- In the Modification box, type a modification name.
- From the Type drop-down list, select a contract type.
- From the Status drop-down list, select the status of the contract.
- In the POC Name list, type a person's name.
Note: Choose the POC Name button to display the People dialog
box to choose a name graphically.
- In the POC Phone box, type the phone number for the person specified
in the POC Name box.
- In the Start Date box, type the date the contract begins.
- In the End Date box, type the date the contract expires.
- In the Term Notice, type the date when you want to receive a term
notice.
- Select Active.
- In the Primary box, type the primary vendor name.
- In the Secondary box, type the secondary vendor name, if any.
- In the Purchase box, type the type of purchase the contract covers.
- In the Warranty box, type the warranty the contract covers.
- Choose the Assets tab.
Result: The Assets tab appears.
- Select the asset, if any, to include in the contract.
- Choose the Address tab.
Result: The Address tab appears.
- In the Company box, type a company name.
- In the Name box, type a contact name.
- In the Street box, type a street address.
- In the City box, type a city name.
- In the State box, type a state name.
- In the Zip Code box, type a ZIP code.
- In the Phone box, type a telephone number.
- In the Fax box, type a fax number.
- In the Type area, select Bill To or Ship To.
- Choose Add.
Result: The address is saved.
- Choose the Maintenance tab.
Result: The Maintenance tab appears.
- On the Maintenance tab, enter preventative maintenance information
for the new contract.
- Choose OK.
Result: The Contracts dialog box appears and the new contract
is saved.
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