Create a customer contract

Create a customer contract

1. Click the Open icon on the toolbar.
2. Type contracts in the Filter field.
3. Click the customercontracts list item.
4. Click the OK button. The Customer Contracts form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials]* in the Customer field. 
8. Click the Customer drop-down arrow. 
9. Click the [your customer number for Mountain Trail BIkes] list item. 
10. Type FA-10000 in the Item field.
11. Type Walkart in the End User field.
12. Type 364748 in the Cust Item (CI) field.
13. Click the Save icon.
14. Click the Prices button. The Customer Contract Prices (Linked) form opens.
15. Click the calendar icon in the Effective Date field. A calendar displays with the current month and 
year visible.
16. Click the [todays date] option. 
17. Type 145 in the Contract Price field.
18. Click the Save button.
19. Click the X on the Customer Contract Prices (Linked) form.
20. Click the X on the Customer Contracts form

    • Related Articles

    • Create a blanket customer order

      Part 1: Create a blanket order and blanket order lines 1. Click the Open icon on the toolbar. 2. Type customer orders in the Filter field. 3. Click the CustomerOrders list item. 4. Click the OK button. The Customer Orders form opens 5. Click the ...

    • Create a full customer record

      Part 1: Create a new customer record 1. Click the Open icon on the toolbar. 2. Type customers in the Filter field. 3. Click the Customers list item. 4. Click the OK button. The Customers form opens. 5.Click the Filter in Place icon. 6. Click the New ...

    • Create a basis customer record

      Part 1: Create a new customer record 1. Click the Open icon on the toolbar. 2. Type customers in the Filter field. 3. Click the Customers list item. 4. Click the OK button. The Customers form opens. 5. Click the Filter in Place icon. 6. Click the New ...

    • Create a customer document profile

      1. Click the Open icon on the toolbar. 2. Type customer document profile in the Filter field. 3. Click the Customerdocprofile list item. 4. Click the OK button. The Customer Document Profile form opens. 5. Click the Filter in Place icon. 6. Click the ...

    • Create a multi-currency customer order

      Part 1: Create the customer order You should be on the Customers form. 1. Click Customer Orders. The Customer Orders (Linked) form opens. 2. Select <the first day of the current month> from the Order Date field calendar. 3. Click the Amounts tab. ...