Set up a Contract Link Template

Security Note: You need the Allow the user to maintain contract link templates security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Select the Organisations panel in the Solution Explorer.
  2. Right-click a contract link template category node and select New » Contract Link Template from the menu.

    The Contract Link Template displays.

    Note: See Set up a Contract Link for a Sales or Purchase Contract for descriptions of the fields on this screen.

  3. Update the Contract Link Template name.
  4. Update the following fields as required:
    • Percent
    • Sync Fields
    • Invoice Types
    • Payment Days
  5. Select whether to:
    • Link Services
    • Link Tolling
    • Apply Contract Term Override
    • Auto-Sync Specs
    • Sync Despatch Order Status
    • Use Contributor Analytes On Invoice
    • Use Linked DO Despatch Fulfilment Type
    • Allow Assay Exchange
  6. Click Save.