Add Contract Default Values

Explanation

Use this activity to add contract default values. The default values can be entered at the same time as when inserting all the other data on the contract header, or at a later date. The default values will be used throughout the contract unless they are manually overridden. Some of the default values are automatically copied to the items at the time they created, whilst others use the contract default value if left empty on item level. For details on the behavior of each default value see the Add Contract Revision Line Item activity.

Note that changing contract default values will not affect frozen contract revisions.

Prerequisites

A contract must exist or be created at the same time as when the default values are entered.

System Effects

Default values will be entered on the contract, and will impact all the contract revisions that are not frozen.

Window

Sales Contract

Related Window Descriptions

Sales Contract/Defaults

Procedure

1. Open the Sales Contract window and click the Defaults tab.
2. Open the Sales Contract window and  click the Defaults tab.
3. When a new contract is created, values will appear automatically in some of the fields. They can be changed if required.
4. Enter values in the required fields.
5. Save the information.