Contract Details

The following instructions are based on the default fields in the New Sales Contract screen.

1. Fill out the following fields. Fields with an asterisk ( * ) are required.
   

   Section	Field	Description
   Contract Details	Contract No	This field will populate once the contract has been saved.
   	* Customer	Type in the name of a customer. A list of customers displays as you type. For a customer to appear as part of the auto-complete feature, that customer must exist in the Customer Master list.
   	* Effective Date Range	Use the calendar tool to select the beginning and end dates. Users can also select relative dates in a schedule.
   	Add to Terms (icon)	Click the icon to add the effective dates for this contract to the terms.
   	* Currency	Select a country currency code from the dropdown list. This field is related to the Max Amount field.
   	Contract Name	Type in a name for this contract.
   	Documents	Click the icon to attach a document to this contract. This functionality is only available once the contract has been saved.
   	State	This field is auto-populated and provides the state of the contract in the system.
   	Max Amount	Enter the number for the maximum amount allowed for this contract. This field relates to the currency selected.
   	Revision	This field auto-populates the revision information.
   	Description	Enter a description for the sales contract.
   	Auto Generate Claims	Click the checkbox to auto generate claims for this sales contract.
   Additional Info	Sales Rep	Enter the name of the sales representative.
   	Creation User	This field displays the username of the user who created the contract. It is auto-populated.
   	CPC Number	Enter the Customers Procedure Code (CPC) number.
   	Sales Rep Phone	Enter the phone number for the sales representative.
   	Creation Date	This field auto-populates the creation date of the contract once it has been saved.

2. Click the Save button.
   A green success bar shows, and the screen updates to show new actionable buttons at the bottom of the screen.
   
   

   

   
   
   

3. Click the Print button to print this contract.

4. Click the Audit button.
   A new screen opens with the contract's audit trail, indicating any changes made to the contract. The information can be exported to a CSV file.

5. Click the Clone Contract button to clone this contract.
   A new screen opens with a cloned copy of this contract. Please see the "Cloning a Contract" section in the Online Help for more instructions.

6. Click the Add Term to add terms to this contract.
   Instructions for this process are found below in the "Add Terms to a Contract" section of this page. You can add terms at a later date if necessary.

7. Click the Update button if changes are made and need to be saved so the contract can be updated.
   A green success bar displays.

8. Click Cancel to cancel this contract. If you wish to Confirm this contract instead, skip to step 10 and continue.
   A Confirm popup window displays.
   
   

   

   
   
   

9. Click the Yes button to cancel.
   A green success bar displays, and the state of the contract updates to Canceled. A Reopen button displays so that the contract can be reopened.

10. Click the Confirm button.
    A green success bar displays, and contract is confirmed. New actionable buttons display.
    
    

    

    
    

11. Click the Close Contract button to close out this contract.
    A Confirm popup box displays.
    
    

    

    
    
    

12. Click the Yes button to close the contract.
    The contract updates and is closed for any updates. A Reopen button displays so that the contract can be reopened.