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Old Version 6

changes.mady.by.user Beverly Dellosa

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New Version Current

changes.mady.by.user Jessica Real

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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 RemovedImage Added
  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 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 of its type. Below are the contract type that can be

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title16.4
  1. Open a Customer Inquiry record.
  2. Navigate to Contracts tab. Select a Prepaid type contract in the grid.
    Image Added
  3. Click the Link Contract toolbar button. This will open the Search Consumption Sites screen.
    Image Added
    Image Added
  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.

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  1. Image Added
  2. 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 Added