- From In the Navigation panel
- Click on Relationships
- Click on Contractsnavigation panel, go to Relationships then Contracts.
- Click on button New (or Create, then New depending on what screen resolution you have)Key in
- Enter the Name of the contract
- Key in Enter the long Description of the contract
- Leave Workflow Status as InActive (at this point)
- Select the Start Date for this contract
- Select the Enter the Start and End Date for this contract
- On the products tabmake , make the appropriate flags and settings according to how you want the contract running towards products
- On the Cards tabTurn , turn OFF the flag for All Customers
- Drop the On the Card Type list and select which card type this contract is going to apply toCheck you are happy with the contract the way that it is
- Click on Workflow Status drop down and select Active
- Click on button Save and Close.
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