Page History: Scenario 2: Revising a running contract.
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Page Revision: 2015/01/26 16:44
Revising a running contract.
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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.
- An approval pop field materializes and please select Yes.
This finishes the change, we can check it by double clicking the contract and the contract and Wilbur is now the sales person as seen below.
