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Creating a Contract from the Contracts Register

You can create a new contract from the Contracts register.

To create a contract from the Contracts register

1. Open the Contracts register for the type of contract that you are creating (Expense or Revenue).
2. Click New.

— or —

Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

3. In the Contract Setup dialog, choose the com-commit and auto-commit contractsmit type for the contract then click Next.
4. Click a document sub type and then click Finish.

A blank contract appears. Some information may already be filled in, depending on the template used.

5. In the Title field, type the title of the contract.
6. If you are performing a workflow action on the contract, complete the information required for this action. For more information, see "Contract Workflow Actions" for a list of preconditions for a specific action.
7. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Financial Summary
• Tax Summary
• Schedule of Values
• Scope
• Settings
• Drawings
• Properties
8. Click Save when done.

Proliance saves the new contract.

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