Change or set the Contract Status
Updated
Change or set the Contract Status
Suggested Prior Reading
Contracts List - Overview
Add a Contract
View or Edit a Contract
View/Add/Edit Contract - Form Layout and Navigation
Contract – Status
Overview
The Status is used to manage the Contract.
See Contract – Status for a description of all the Statuses and the impact of changing those.
The Contract Status is set or changed from the View/Add/Edit Contract form. See the Suggested Prior Reading above to determine how to access the View/Add/Edit Contract form.
The Contract Status can be updated from any of the Contract forms as the Form header and Status and Form Navigation Menu stay the same on all the forms. See View/Add/Edit Contract – Form Layout and Navigation for more information.
Steps
1) Click in the Status box. The list of Statuses appears in the drop-down box.
2) Select the Status to apply.
The information will be automatically saved and the form may update to reflect the functionality associated with the current status.
Next Steps
View/Add/Edit Contract - General Information
View/Add/Edit Contract - Schedule of Values
View/Add/Edit Change Orders for the Contract
View/Add/Edit Invoices for the Contract
Delete the Contract
