Contracts - View/Edit - Details

Updated 2 weeks ago by Customer Service

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Contracts - View/Edit

Contract – Status

To edit Contract Details:

Status

1. Change the Status if required, see Contracts - Edit - Status.

Note* If the Contract Status is changed, the entire Contract is saved automatically. No further actions are required to save the Contract (i.e. The Contract View/Edit Form could then be closed and the status change and any other changes already made during this edit session would be retained). In addition, if the Contract Status is changed, the form layout may change if there is different functionality associated with the new Status.

Contract Components

The General component displays by default during the Edit but other Components can be switched to via the Form Navigation Menu Options (see Contract – View/Edit - Form Layout and Navigation).

If any information is changed on any of the components, the overall Contract must be saved to save all the information on all the components. (Note* Changing the Status does invoke the save, but if the Status isn't changed or changes are made to the other components after the Status was changed, then the information must be manually saved.

1. Enter or change the General Contract information if required. See Contracts - General for more information.
2. Create or maintain the Schedule of Values if required. See Contracts - Schedule of Values.
3. Create or maintain Change Orders, if required. See Contract Change Orders - Overview.
4. Create or maintain Invoices, if required. See Contract Invoices - Overview.
5. Create or maintain Manage Payments, if required. See Contract Payments - Overview.
6. Create or maintain the Financial Markups if required. See Contracts - Financial Markups.

Save the Contract

The Save, Save & Email and Close buttons appear at the top and bottom of the Edit/View form for easy access and can be invoked when any of the Components for the Contract are displays (see Contract – View/Edit - Form Layout and Navigation).

1. Click the Save button to save all the information for the Contract.

OR

Click the Save & Email button to save all the information for the Contract and send an email with a link to the Contract in JobPlanner (and optionally include the Contract as a PDF attachment in the email.

OR

Click the Close button to close the form without saving the information.

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Related Articles

• Contracts - View/Edit
• Contract – View/Edit - Form Layout and Navigation
• Contract - Schedule of Values