Creating a New Contract for a Quote in Project and Job Costing

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

The New Contract wizard copies the settings, projects, categories, and resources from the existing contract to the new contract.

You can choose whether 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 use the default optional fields.

To create a contract using the New Contract Wizard:

  1. On the O/E Order Entry screen, start a new order.
  2. From the Order Type list, select Quote.
  3. Select the Job Related option.
  4. Click the Contracts button at the bottom of the O/E Order Entry screen.
  5. On the Copy From tab:
    1. In the New Contract Customer Number field, enter the A/R customer number.
    2. If you want to assign this customer to all the projects in the new contract, select Default New Contract Customer to Projects.
    3. If you want to copy the settings, projects, categories, and resources from an existing contract to the new contract:
      1. In the Existing Contract Number field, specify the code for the contract whose settings you want to copy.
      2. Specify the source for the new contract's default estimate. You can use the original estimate, the current estimate, actuals, or none of the amounts from the existing contract as the default estimate.
  6. On the Contract Number tab, create a new contract number. More...

    Select a structure code, and then enter a number for each segment required for the contract number structure.

  7. On the Contract Style tab, choose whether to create a basic contract or a standard contract.
  8. On the Optional Fields tab, choose whether to copy the optional fields from the template contract, use the PJC default optional fields, or use no optional fields for this contract.
  9. Click the Finish button to create the contract.