This Help File Page was last Modified on 02/26/2020
❑The Contracts Tracking System
•Assign Invoice To Contract - By default, the AssignInvoiceToContract option is set to False ("F").
✓Alternately, the Invoice Number, Contract Starting and Ending Dates, and other required Information may be entered directly into the Contract Form.
❑Using the Contracts Tracking System - This section provides an overview of the process used to track the length of each Contract which is then summarized in that Dashboard Indicator.
✓This Contract assignment may be accomplished using either of these two methods:
Contract (information) Form
▪The Contract Form is used to identify the information required by the Contract Length which includes:
oThe Monitoring Contract Type,
oThat Contract's Starting and Ending Dates,
oThe Contract's Duration (calculated automatically),
oA UL® Certificate ID (if appropriate),
oAn explanatory Comment
▪Identify the required Contract Information using the Assign Contract Form
Assign Contract Form
▪This Assign Contract Form may be used to either:
oCreate a New Contract record with that Invoice Number (and related information) included.