Managing Contract Contacts—Exercises
Required Data
Sales Contract
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
General exercise for
Creating Sales
Contract.
Main Exercise
Purpose: The purpose of these exercises is to show you how to
manage contract contacts.
Windows:
Sales Contract
- Open
Sales
Contract window and and query for your contract.
- Click
Contact tab.
- Create a new record. (F5)
- Enter XX01 and Office Address in the Address Identity and Address Name
fields respectively,
substituting XX with your initials
- Select an appropriate Address Type
defined in basic data from
List of Values.
- In the Country list, select a country.
- In the Address Type Code list, select an address type code.
- Save the record. (F12)
- Open
Sales
Contract window and and query for your contract.
- Click
Contact tab and select the Address Code to which people
need to be added.
- Create new record in lower table to add a person with
communication details.
- Enter the values below.
- Save the records. (F12)
Name |
Communication Method |
Value |
Person1 |
Phone |
+44 (0)1494 428900 |
Person1 |
E-Mail |
info@company.com |