Associate a Contact with a Sales or Purchase Contract

Contacts must be associated with the organisations or companies specified in the Buyer, Seller, Ship To / Receive From, Bill To or Pay To fields before they can be associated with the contract. See Specify the Contact Details for an Organisation, Company or District.

To specify a Person In Charge or Trader for the contract, see Enter General Details for a Sales or Purchase 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 Sales Contract or Purchase Contract.
2. Select the top-level node for the contract.
3. Select the Contacts tab.
4. Right-click and select Add from the menu.

   The contacts specified for the relevant organisations and companies display with their Name, Contact Type and Relationship.

5. Select the required contact.
6. Select the Role from the Contact Type list items defined in the List Editor.
7. Click Save.