Managing Customer and Vendor Master Contracts

Note: Contracts can be assigned to only orders that are in the customer or vendor currency.
  1. To create a customer order, or purchase order, master contract:
    1. Open the Customer Order Master Contracts or Purchase Order Master Contracts form.
    2. Select System > Actions > New to create a new master contract.
    3. Specify a contract number, or leave the field blank to cause the system to automatically generate a number when the record is saved.
    4. Specify a customer/vendor, effective date, and status. You may also specify an expiration and review date, if desired.
    5. Save the record.
  2. To add contract lines:
    1. On the Customer Order Master Contracts or Purchase Order Master Contracts form, click the Contract Lines button to open the appropriate Contract Lines form and filter the form by the selected contract.
    2. Select System > Actions > New to create a new master contract line.
    3. Specify a customer/purchase order and line.
    4. If applicable, specify an initial and contract total quantity, as well as a vendor item number.
    5. Save the record.
  3. To define contract line prices:
    1. On the Customer Order Master Contract Lines or Purchase Order Master Contract Lines form, click the Prices button to open the appropriate Contract Line Prices form and filter the form by the selected line.
    2. Specify an effective date.
    3. If applicable, you may also specify the contract price, as well as expiration and review dates.
    4. Save the record and close the form.
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