Create a Service Contract

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Contract Explorer.

    Note: Service contracts can also be created via the Contracts tab of the Organisation, Company or District, or via the Organisations panel of the Solution Explorer.

  2. Right-click in the Contracts table and select New » Service Contract from the menu.

    The Contract Creation displays.

    If the contract is created from an Organisation, Company or District, applicable fields are preselected and read-only.

  3. Complete the following fields as required.
    • Contract Category—Select from the Contract Category list items defined in the List Editor. The Contract Category text list items can be used to limit access to contracts through domain security. See Domains.
    • Organisation—The provider of the service. Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Companies—Select from the companies defined on the Organisations panel of the Solution Explorer.
    • Districts—Select from the districts defined on the Organisations panel of the Solution Explorer.
    • Start Date
    • End Date
  4. Click OK.

    The Service Contract displays.

  5. Update the Contract name if required.
  6. If the contract will be used for invoicing and financial management, select the Accounting Group. Select from the accounting groups defined on the Chart Of Accounts screen. Default: The accounting group specified for the organisation providing the service.
  7. Click Save.