Page Comparison

1. From In the Navigation panel
2. Click on Relationships
3. Click on Contractsnavigation panel, go to Relationships then Contracts.
4. Click on button New (or Create, then New depending on what screen resolution you have)Key in the
5. Enter the Name of the contract
6. Key in Enter the long Description of the contract
7. Leave Workflow Status as InActive (at this point)
8. Select the Start Date for this contractSelect the and End Date for this contract
9. On the products tabTurn , turn off the flag for All Products
10. On sub tab Individual ProductsClick , click on New
11. In the bottom section of the screen key in the Product code for this contract
12. Select the Contract Price TypeFill in the relevant fields according to the contract price type
13. Continue the process to add any further individual products to this contract
14. On the Cards tabTurn , turn off the flag for All Customers
15. Click on New
16. Key in the Card id
17. If the Start Date and End Date are different to the main contract start and end dates, then fill these in.  If they are not different to the main contract start and end dates, leave these date fields blank.
18. Click on Save and Close
19. Continue the process to add any further cards to this contractCheck you are happy with the contract the way that it is
20. Click on Workflow Status drop down and select Active
21. Click on button Save and Close.

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