Page History: Scenario 2: Revising a running contract.

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Page Revision: 2015/01/21 11:01

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

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