This procedure allows you to update the Contract attributes using the Contract Details panel.
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Navigate to Contracts > Contract Setup.
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At the top of the screen, in the green parameter bar, click the Contract Organization ellipsis to select the required project.
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If required, click REFRESH to update the screen.
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Click the Contract Register tab.
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Select the Contract ID hyperlink. The Contract Details panel appears.
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Click the General tab.
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Populate data as indicated below:
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Type a name in the Contract Name field.
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(Optional) Type the Alternate ID.
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Select the Contract Type. The available contract types are listed below:
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Cost Plus ( CON )
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Fixed Price ( CON )
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Incentive Based ( CON )
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Not to Exceed ( CON )
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Time & Materials ( CON )
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(Optional) Select the Payment Terms. The available payment terms are listed below:
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Net 15
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Net 30
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Net 45
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(Optional) Select the Due Date.
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(Optional) Select the Vendor ID ellipsis to select the required vendor ID.
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(Optional) Type the required Scope.
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(Optional) Attach the meeting minutes related document. To attach the document, perform the following:
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Click the Attachment ellipsis.
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Click UPLOAD and then click Choose File to select a file to upload.
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Type the description of the document in the Document Description.
To view or save the attachment, click the attachment hyperlink.
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Click SAVE.