Page History: Scenario 2: Revising a running contract.
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Page Revision: 2015/01/21 11:28
Revising a running contract.
Contract is running for four days, wrong sales person entered.
(a) Revise, change sales person and change header.
- Open the Contract module from the Dashboard.
- From the Customer field, select Joe's Roofing.
We are going to use contract 4900 because it has been running since 3/15/2015.
- Right click the contract 4900 and select the Revise option.
The Contract Replace field pops up.
- We are going to replace Eddie (highlighted in yellow), please use the drop down menu in this field and select another sales person. The author is going to use Wilbur.
- Now that we have changed the sales person, we need to click on the File Menu and select Tools and hit Approve.