Update Contracts
The ‘Update Contracts’ function updates records in the Contract register with new details from the Item, Price and Customer registers.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- To update all Contracts with a particular Customer, enter a Customer Number or range of Customer Numbers here.
- Contract
- Range Reporting
Numeric
- To update particular Contracts, enter a Contract Number or a range of Contract Numbers here. Any Contract in the range with a Next Price Change date later than the current date will not be updated.
- Class
- Paste Special
Contract Classes setting, Contracts module
- To update all Contracts belonging to a particular Class, enter that Contract Class here.
- Item
- Paste Special
Item register
- To update a particular Item wherever it appears in Contracts, enter an Item Number here.
- Update Our Ref. To
- Any text that you enter here will be copied to the Our Ref. field on the 'Pay Terms' card of all Contracts in the selection.
- Price Increase in %
- If you need to increase all prices in the selected Contracts by a certain percentage, enter that percentage here. You must choose to Update Prices using the option below as well. If there have been any price changes (e.g. in the Item or Price registers), the Contract Price will first be changed to the new figure and then increased by this percentage.
- Invoice Days Before/After
- If you need to change the number of Days in each Contract, enter the new number here. The Days field in a Contract controls when Invoices will be raised, relative to the period being Invoiced.
- Update
- Use these options to determine the information that is to be updated by the function.
- Prices
- Select this option if you need prices in Contracts to be updated, using the latest figures in the Price or Item registers.
- Specification
- Select this option if you need Item Names in each Contract to be updated from the Item records.
- Accounts
- This option will update both the Sales Account and the VAT Code in each Contract row, the Tags/Objects and the VAT Code in each Contract row, taking this information from the Item records.
- Customer Info
- This option effectively brings the Customer into the Contract once again. So, every piece of information that is brought in to a Contract from the Contact record for a Customer will be brought in once again.
- If you would like some of this information (i.e. the Name and Invoice Address) to be updated in Contracts automatically whenever you save the Contact record for a Customer, select the Update Contract option in the Contract Settings setting.
- Invoice Days
- Use these options to set the Invoice options (Before Period or After Period) in each Contract. These options in a Contract control when Invoices will be raised, relative to the period being Invoiced.
Press the [Run] button to start the updating process.
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Maintenance functions in the Contracts module:
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