Managing Contracts

Contracts are managed in the contract tree on the left side of the Contracts window. The functions for adding, changing and removing contracts are available in the Contracts group of the ribbon and in the context menu of the tree.

Adding a contract

Select the position in the tree where the new entry belongs and choose Add:

• With the root entry selected, a new main contract is created.
• With a contract selected, a new sub-contract is created below it.

You are asked for the name of the new entry. All further details can be entered afterwards with the Edit function.

Editing a contract

Select the contract and choose Edit. The contract editor opens with the following fields:

Field	Meaning
Name	The name of the contract as shown in the tree
Number	The contract number of the supplier or of your own contract register
Title	The official title or reference of the agreement
Vendor	The supplier the contract was agreed with
Duration (years)	The agreed runtime of the contract in years
Description	Free text, for example the scope or the tendered value of the agreement

The same editor is used for main contracts and for all sub-levels, so a section of a contract can carry its own number, vendor and description if required.

Deleting a contract

Select the contract and choose Delete. A contract can only be deleted when it is empty:

• If items are still assigned to it, delete these items first.
• If it still contains sub-contracts, delete these first.

This prevents contract items from losing their assignment by accident.