Sales
Customers - Contracts
The Contracts for Customer screen lists all the Contract information linked to a specific Customer and is a view only screen. The Contract Number and Contract Type as well as the Currency, Start Date and End Date can be viewed here.
Ribbon Access: Sales > Customers |
- The Customer Listing screen will be displayed.
- Select the Site where the customer can be located.
- The example has Durban selected.
- Select the Status for the customer.
- The example has Active Durban selected.
- Select the row of the Customer you wish to view the Contract information for.
- Click on the Contracts tile.
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The Contracts for Customer - [customer code] screen will be displayed.
You can only view the contracts linked to this customer in this screen.
- The current contract
Fees and Info frames containing contract fee history are pinned to the Contracts for Customer screen, for your convenience.
- Unpin to hide the Fees and/or Info frames.
- Although you cannot edit the details in this screen, you can use the Save Layout button to keep your changes, for example, any data grid changes or pinning / unpinning frames.
- Click on Back to return to the Customer Listing Screen.
MNU.061.027