Contracts

Contracts

Overview

Actions

Field Descriptions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

The Contracts module lists all existing contracts and associated information such as the account name, contract status, and the primary team assigned to the contract. When you create a contract, it is automatically listed under the related account. It is also listed under the related opportunity and quote, if you specified one.

A contract can reference multiple documents such as a Master Service Agreement (MSA) and one or more Statements of Work (SOW). The details of any document that are referenced in a contract display in the Documents sub-panel. Other information such as notes, contact information for individuals involved in managing the contract, product information, and quotes are also displayed in sub-panels on the contract's detail page.

Notes: By default, this module is hidden. The administrator must display it in order to enable you to use it.

Actions

Follow the instructions below to perform tasks such as creating, editing, importing, and exporting Contract records.

To…

Then…

Create a Contract record

  1. Access the Contracts Create form using one of the following:
    • Click Billing > Contracts > Create Contracts from the Navigation menu.
    • Click Create New on the Contracts List View.
  2. Complete the Contracts Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Contracts

Click Billing > Contracts > View Contracts.
The Contracts List View displays.

Display the details for a Contract

Click the contract name in the Contracts List View.
The Contracts Detail View displays.

Edit contract information

  1. Access the Contracts Edit View by doing one of the following:
    • Click Edit in the Contracts Detail View.
    • Click the edit icon (pencil) associated with the Contract record in the Contracts List View.
  2. Update the contract information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Contract records

  1. In the Contracts List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Contract record by clicking Suppress on the Contracts Detail View.

Manage records in a sub-panel

See Manage related information in sub-panels.

Update information related to multiple contracts

  1. In the Contracts List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate contract information

Click Duplicate in the Contracts Detail View. Duplication is a convenient way of creating a similar contract. You can change and save the information in the duplicate record to create a new record.

Import Contract records

  1. Click Billing > Contracts > Import Contracts from the Navigation menu.
  2. Follow the instructions in Importing data.

Export records

  1. In the Contracts List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must ener data in the field to save the Contract record.

Contract Name*

Enter a name for the Contract. This is a mandatory field.

Status*

Click the status of the Contract; e.g., Not Started, In Progress, or Signed. This is a mandatory field.

Reference Code

Enter the internal reference number for the Contract.

Start Date

Click on the Date Selector to choose the date on which the Contract takes effect.

Client name*

Click the Client that this Contract is related to on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Contracts matching the character(s) you enter. This is a mandatory field.

End Date

Click on the Date Selector to choose the date on which the Contract ends.

Opportunity Name

Enter the opportunity to which this Contract is related.

Type

Click the type of Contract; e.g., Retainer, Percentage of Assets, Flat Fee 

Client Signed Date

Click on the Date Selector to choose the date on which the client signed the contract.

Currency

Click the currency from the dropdown.

Company Signed Date

Click on the Date Selector to choose the date on which your organization signed the contract.

Contract Value

Enter the amount specified in the contract.

Expiration Notice

Click on the Date Selector to choose the date and click the time to send a reminder to the Assigned User that the contract will expire shortly.

Assigned to

By default, the record is assigned to the creator of the Contract record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Contract Value (USD)

Enter the value of the contracct in United States dollars.

Billing Type

Click the type of billing; e.g., retainer or fixed fee.

Attach Document

Click Choose File and navigate to and select your Contracts file.
The file name displays in the Select File box.

Description

Enter additional information about the Contract.

Teams*

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. This is a mandatory field.

To assign additional teams to the Contract, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

Sub-panels/Related Information

Sub-panels include:

Contacts Documents Notes

See also:

Contract Types.

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