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  1. Open a Customer Inquiry record.
  2. Navigate to Contracts tab. Select a Prepaid any type of contract in the grid.
    Image RemovedNote: On previous version (old 17.3 build and below), Link Contract is only applicable to Prepaid Contract type.
  3. Click the Link Contract toolbar button. This will open the Search Consumption Sites screen.
    Image Removed
  4. Select the consumption site you would want the contract be linked to, and then click the Open Selected toolbar button. All the consumption sites where the contact has been linked to will be displayed in the lower panel of the Contracts tab.
    Image RemovedImage Added
  5. You can also view the linked contract from the Consumption Sites > Contact toolbar button. The Contract screen displays the link contract and the customer's own contract regardless if it is a Booking or Prepaid contract.
    Image Removedof its type. Below are the contract type that can be

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title16.14
  1. Open a Customer Inquiry record.
  2. Navigate to Contracts tab. Select a Prepaid type contract in the grid.
  3. Click the Link Contract toolbar button. This will open the Search Consumption Sites screen.

  4. Select the consumption site you would want the contract be linked to, and then click the Open Selected toolbar button. All the consumption sites where the contact has been linked to will be displayed in the lower panel of the Contracts tab.
  5. You can also view the linked contract from the Consumption Sites > Contact toolbar button.
    Image Removed
Expand
title15.2
  1. Open a Customer Inquiry record.
  2. Navigate to Contracts tab. Select a Prepaid type contract in the grid.
    Image Removed
  3. Click the Link Contract toolbar button. This will open the Search Consumption Sites screen.
    Image Removed
  4. Select the consumption site you would want the contract be linked to, and then click the Open Selected toolbar button. All the consumption sites where the contact has been linked to will be displayed in the lower panel of the Contracts tab.
    Image Removed
  5. You can also view the linked contract from the Consumption Sites > Contact toolbar button.
    Image Removed
Expand
title15.1
  1. Open a Customer Inquiry record.
  2. Navigate to Contracts tab. Select a Prepaid type contract in the grid.
    Image Removed
  3. Click the Link Contract toolbar button. This will open the Search Consumption Sites screen.
    Image Removed
  4. Select the consumption site you would want the contract be linked to, and then click the Open Selected toolbar button. All the consumption sites where the contact has been linked to will be displayed in the lower panel of the Contracts tab.
    Image Removed
  5. You can also view the linked contract from the Consumption Sites > Contact toolbar button.
    Image RemovedThe Contract screen displays the link contract and the customer's own contract regardless if it is a Booking or Prepaid contract.
    Image Added