Page Comparison

1. In the navigation panel, go to Relationships then Contracts.
2. Click on button New
3. Enter the Name of the contract
4. Enter the long Description of the contract
5. Leave the Workflow Status as InActive (if you change this you cannot make any further changes at this point to the contract)
6. Select the Start and End Date for this contract
7. On the products tab, turn off the flag for All Products
8. On sub tab Individual Products, click on New
9. In the bottom section of the screen key in the Product code for this contract
10. Select the Contract Price Type
11. Enter the Value
12. Continue the process to add any further individual products to this contract
13. On the Cards tab, turn off the flag for All Customers
14. Click on New
15. Key in the Card id
16. 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.
17. Click on Save and Close
18. Continue the process to add any further cards to this contract
19. Click on Workflow Status drop down and select Active
20. Click on button Save and Close.

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