Associating clauses with customer contracts

Include clauses in customer contracts. For example, state that for each day the contract finished ahead of schedule, he or she receives a bonus. Set up contract clauses prior to associating them with customer contracts.

To associate clauses with customer contracts:

  1. Open the Customer Contracts form.
  2. Select the customer contract with which to associate clauses, and then click the Clauses tab.
  3. Click Add Clause.
    Note: You can only access the Clauses tab and add or delete a clause if the customer contract has a status of Unfinished.
  4. Contract Clause—Enter a predefined ISO clause or a user-defined clause. You can associate multiple clauses with a customer contract. The system automatically populates the description in the adjacent field, and Organization.
  5. Sequence—Enter a valid number to indicate the order of the contract clause in relation to other associated clauses, if applicable.
  6. Click Submit.