Contract Types

Contract Types are used to classify a contract based on the functional context.

Manage Contract Type:

Manage contract type screen displays the list of all existing contract types. To view the manage screen, click on Contract Type link in the menu. In the Manage contract type screen, click on Create button to create a new contract type, click on Edit button to update an existing record, click on delete button to delete the record.

Create Contract Type

To create a new contract Type:

  • Enter the Name and Description
  • Select Contract Template and Custom Field Form
  • Click on Create button
  • New Contract Type is created in the system and navigates to the Manage screen, displaying the newly created contract type

Edit Contract Type

To edit a existing contract type:

  • Click on the Edit button in the manage screen
  • Contract type edit screen is displayed
  • Edit the Description, Contract Template and Custom Fields Forms
  • Click on Update button
  • Changes to the Contract Type are updated in the system

Delete Contract Type

To delete a existing contract type:

  • Click on the Delete button in the manage screen
  • A Message box is displayed for confirmation of delete action
  • Click the OK button in the displayed message box
  • Contract Type record is deleted in the system

Example Contract Type Create/Update Steps

Click on Contract Types from left navigation menu and click on create contract type.

Provide Name and description and select the contract template created in step 1 above and custom field form in step 2.

Click on Create/Update.

Verify in Manage Contract Types screen that a record exists with the details of updates that you made above.