Entering Defaults for Contracts

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Topics

Overview of Entering Defaults for Contracts
Specifying Contract Effectivity and Maximum Duration
Entering Parties to the Contract
Entering Party Contacts
Creating or Modifying a Customer Contact Record
Entering the Billing Account and Address
Entering the Shipping Account and Address
Entering the Price List
Entering Billing Schedules
Billing Schedules Overview
Creating a Billing Schedule Using Billing Streams
Entering a Billing Stream
Using Billing Streams to Handle Irregular Billing Periods
Creating a Billing Schedule from a Billing Profile
Specifying How Billed Amounts Appear on Invoices
Suspending Billing for a Contract
Holding Credits Until the Next Billing Cycle
Entering Tax Exemptions
Specifying a Payment Method
Specifying Payment by Credit Card or Commitment Number
Revaluing the Contract Using Currency Conversion Rates
Requiring a Purchase Order
Specifying a Purchase Order Number for Invoices
Specifying a Receivables Transaction Type for Payment
Assigning Sales Credits
Requiring and Specifying a Purchase Order for Service Charges
Specifying How a Contract Will Be Renewed
Defining Grace Periods
Specifying Layout Templates
Specifying and Starting the Contract Approval Workflow
Organizing Contracts by Assigning Them to Contract Groups
Specify a Different Quality Assurance Check List
Entering an Estimate of Contract Revenue
Specifying Contract Terms
Granting Additional Access Privileges
Entering an Additional Description or Comment
Setting Up Defaults for Contract Renewal
Overview of Default Levels
Entering Contract Defaults
Setting Up System Profiles for Renewal Defaults
Speeding Up Contract Line Entry Using Default Values