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Creating a contract

This is how you create a new contract:

  1. Open the main window


    Contract. Close the search window, if it is opened automatically when opening the main window.

  2. To create the new dataset, click


    New.

  3. Enter as much information into the text fields to the contract as possible (especially the mandatory fields).

  4. Assign a business partner to the contract by selecting one from the field Business partner.

  5. Save the new dataset by clicking


    Save.

  6. If necessary, assign additional datasets to the contract, like a contact person for example. The motive and additional information to the new contract should be documented in an activity or a note.

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