Adding Sub Contract Contacts—Key Exercises

Basic Data Setup

Address Type

Purpose: The purpose of this exercise is to show you how to register an address type.

Windows:
Sub Contract Basic Data/Address Type

1. Open the Sub Contract Basic Data window.
2. Create the address type that should be associated with the contact(s) on your sub contract, if it has not already been created.

General exercise for Sub Contract Basic Data and Requirements

Required Data

Creating Sub Contract

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Create the sub contract.

General exercise for Creating Sub Contract

Main Exercise

Purpose: The main purpose of this exercise is to show you how to connect a contact to the sub contract.

Windows:
Sub Contract

Adding Sub Contract Contacts

1. Open the Sub Contract window.
2. Populate (F2) or query (F3) for the sub contract name Central Air Conditioning.
3. Click the Contacts tab.
4. Create a new record (F5) and enter the information shown in the following table:

Address Code	Address Name	Certificate Address	Address Type Code	Address Type
1	Site	Selected	Delivery	XXSite

5. In the Country field, enter the country.
6. In the Address field, enter the address of the contact.
7. Save the record (F12).
8. Create a new record (F5) in the table of the window.
9. In the Name field, enter the contact's name.
10. In the Communication Method field, enter Phone.
11. In the Value field, enter the phone number of the contact.
12. Save the record (F12).
13. Repeat the procedure for each contact you want to add to the sub contract.