Entering a Contract - Header
- No.
- The Contract number. There are no number series: Hansa will start with 1 for the first record and count upwards. You can enter any number to the first Contract, and Hansa will increment from there. It cannot be changed once the Contract has been saved. If appropriate, the Contract Number will be copied back to the originating Quotation.
- Any secondary identifying number ("Child Number") can be entered in the field to the right: this field cannot be changed once the Contract has been saved. Contracts created by the 'Renew Contracts' Maintenance function will always have a Child Number. Such Contracts will replace all other Contracts with the same Contract Number and earlier Child Numbers.
- Customer
- Paste Special
Customers in Customer register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Name
- The Customer Name is entered after you have entered the Customer Number.
- Department
- This field can be used to record the Department, either in the Customer's company or in your own Company, that is responsible for the Contract. If the latter option is used, the Contract Contacts report can be used to print lists of Contracts for which each Department is responsible.
Introduction to the Contract Register
