Contract Creation
To create a new contract on Deepser, you need to open the Contracts form.
On the screen that will open, press the “Add Contract” button.
When the button is pressed, a floating window will appear asking you to select the contract type before proceeding with creation.
Once the type has been selected and “New” has been pressed, the following screen will open.
TAB | FIELD | DESCRIPTION | NOTE |
CONTRACT |
|
|
|
| Contract Number |
|
|
| Name |
|
|
| Status |
|
|
| Use Contract | Field used for visibility management | If set to “No” the contract will not be selectable in the other forms |
| Use Groups | Field used for managing visibility limited to groups | If set to “No” the contract will not be selectable in the other forms |
| Description |
|
|
| Total Amount |
|
|
| Contract Lines | Grid showing the lines linked to the contract |
|
DATES |
|
|
|
| Signing Date |
|
|
| Start Date |
|
|
| Delivery Date |
|
|
| Cancellation Date |
|
|
| Expiration Date |
|
|
| Is Recurring |
| Field used for managing renewals |
USERS |
|
|
|
| Customer Company |
|
|
| Supplier Company |
|
|
| Vendor |
|
|
| Owner Company |
|
|
| Owner Group |
|
|
| Owner User |
|
|
| Assigned Company |
|
|
| Assigned Group |
|
|
| Assigned User |
|
|
BILLING |
|
|
|
| Billing Mode |
| Field used for billing |
| Billing Recurring Type |
| Field used for billing |
| Billing Recurring Quantity |
| Field used for billing |
| Payment Condition |
| Select containing the values in the form of the same name |
| Price List |
| Select containing the values in the form of the same name |
| Billing Last Date |
| Field used for billing |
| Billing Next Date |
| Field used for billing |
| Invoices | Grid containing invoices related to the contract |
|
ACTIVITY/ATTACHMENTS |
|
|
|
| Activity | Comments and worklogs related to the contract |
|
| Tasks | Task related to the contract |
|
| Attachments | Attachments related to the contract |
|
