Using the New Contract Wizard

If you are creating a job-related quote in Order Entry, you can use the New Contract wizard to create a new contract in Project and Job Costing by copying an existing one. More...

The wizard copies the settings, projects, categories, and resources from the existing contract to the new contract. The wizard also lets you choose to use original or current estimates, actual revenues and costs, or no amounts from the existing contract as the default estimate for the new contract. You can also choose whether to use the same optional fields as the existing contract or the program default optional fields.

Note: When you add job-related detail lines to a quote, the detail lines must be applied to projects with an Estimate status. Quote amounts appear as estimates in the new contract.

To use the New Contract Wizard:

  1. Open Order Entry > O/E Transactions > Order Entry.
  2. On the O/E Order Entry screen, start a new order and select the following: In the Order Type field, select Quote. Select the Job-Related option.
  3. Click Contracts.
  4. Enter a new contract number (you can use the Contract Number tab to help you do this), and specify the number of the contract that you are copying to create this new contract.
  5. On the Contract Style tab, choose whether you want to create a basic contract or a standard contract.
  6. On the Optional Fields tab, choose whether you want to copy the optional fields from the template contract, use the PJC default optional fields, or use no optional fields for this contract.
  7. Click Finish to create the contract.