Page History: Changing a contract before it runs.
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Page Revision: 2015/01/20 18:08
Changing a contract before it runs.
We have created a contract and the contract has not started.
Sales person comes back and states dollar amount was supposed to be 16 dollars and not 15.
- Go to the Dashboard and select the Contracts Module.
- Select Joe's Roofing and look for the 195 dollars in the Revenue column.
- Select the highlighted item in the Item field.
- So select the contract and right click and select Revise.
The Contract Revise field will pop up.
- Double click the highlighted red item.
The Contract Line Item (SPOT) field will pop up.
- Change the rate from 15 to 16.
This will take us from the 195 to the correct price of 224 dollars.
This will take you back to the Contract.
- Go to the File Menu and select Approve as seen below.
An approval pop menu will appear.
Done.