Contract creation/editing

Interface for creating/editing a contract to a contractor. It consists of Contractor (1), Company Information (2), Contract Information (3) and Description (4):

Contractor (1)

You must select the counterparty to which the contract will be associated from the list of counterparties in the system.

Company information (2)

In the fields you fill in information about the own company associated to the contract.

FieldDescription
CompanyName of the own company associated to the contract. The field is mandatory.
OfficeSelect an office from the company to which the contract is associated. The field is optional.
Signed for usSelect the person responsible for the contract from the list of users in the system. The field is optional.

Contract Information (3)

In the fields, you fill in the following information about the contract:

FieldDescription
Name of contractYou fill in a contract name in free text.
Type of contractSelect a contract type:
– For rent
– For sale
– For consignment.
The contract may be of both types, but not for rent and consignment at the same time.
If you do not select a contract type, it will not be selectable in sale/lease/consignment transactions.
Contract numberFill in the contract number in free text. The field is mandatory.
Date of conclusionSelect a contract date from the calendar.
Start dateSelect a contract start date from the calendar. The field is mandatory.
End dateSelect a contract end date from the calendar.
Open-ended contractYou indicate that the contract has no expiry date. If you check that the contract is open-ended, the End Date field is hidden.
Method of invoicingChoose one of the following billing methods:
– Invoice
– Receipt
– Cash voucher
Payment methodChoose one of the payment methods you have configured in the system. The field is mandatory.
Method of deliveryYou select one of the delivery methods you have configured in the system.
Price listYou choose a price list to the contract.

Description (4)

You fill in a description of the contract in free text. The field is optional.

All changes are saved with the Confirm button.

Редакция