Creating Sales Contract—Exercises

Basic Data Setup

Company

Purpose: The purpose of this exercise is to show you how to set up a company.

Windows:
Create Company Assistant

  1. Create the company that should be associated with your sales contract, if it has not already been created.
  2. Alternatively to step 1, you can use Company 10.

General exercise for Company Setup

Customer

Purpose: The purpose of this exercise is to show you how to create a customer.

Windows:
Customer

  1. Create a customer that should be associated with your project, if this has not already been done.
  2. Save your changes.

General exercise for Customer Setup

Sales Contract Basic Data

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

General exercise for Sales Contract Basic Data Requirement.

Main Exercise

Purpose: The purpose of this lesson is to show you how to create a sales contract and to register some information about the contract.

Windows:
Sales Contract

Creating a Sales Contract

  1. Open the Sales Contract window.
  2. Create a new record. (F5)
  3. Enter a Contract No beginning with XX, substituting XX with your initials.
  4. Enter Contract Name and optionally Description that are appropriate for your contract.
  5. Enter Contract Type defined in basic data. Use the List of Values to select the value.
  6. Enter the Company to which your contract should belong, or select it from the List of Values, e.g., Company 10. Note that default company is automatically assigned.
  7. To connect a customer, click in the Customer ID field. Enter a customer ID, or select one from the List of Values or alternatively enter prospect name in the Prospect Name field. 
  8. Enter the Currency for your contract, e.g. USD or GBP, or you can keep the company accounting currency which will be given as the default value. You can use the List of Values to select a currency.
  9. Optionally you can enter general information about contract in General tab.

Note that Win Probability is set to 0.00% and Bid Status is set to Not Decided.

  10.    Save the record.(F12)

Note Sales contract status will always be set to Enquiry when creating a new contract.