Customer contracts

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Customer contracts

This screen allows you to register/manage the customer contracts of each customer.

By linking a contract number and contract type to a customer name, all standard contract specifications will be copied from the "Maintain type of contracts" screen. Any different arrangements made with the customer can be changed in this screen.

Any changes applied to the standard contract type can also be changed in this screen. Unless other values have already been entered in the fields. These fields will then remain unchanged.

To change the contract end date to dates that lie in the future, the year field in the calendar can be pressed. This will allow you to generate future contract end dates per year.

 
The following actions may be taken in this screen:

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Through the yellow input field you may search for a (part of the) name or value.

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Navigate through the customer data.

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By this button a cable package wil be formed to a .zip file, containing contract sections which are linked to the contract. Section names can be linked to a contract at the maintain contract sections screen.  

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Open the location with attached files for this customer contract.

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Open screen "Maintain contact persons".

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Make a new customer contract.

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Delete customer contract.

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Save the data.

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Close this screen and don't save the data.

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Back to defaults.

 

 

 


Last edited: 30-10-2017

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