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How do I extend a contract?

Steps

a) Via “Contract” in the menu

  1. Open “Contract” from the menu.
  2. From the list view, select the contract you want to extend.
  3. Start the action “Extend Contract”. An overlay window opens up.

    Note: You can also start this action directly from the respective contract’s entry.

  4. Select Yes for Auto-complete new Contract Period.
  5. Choose a Start Date.
  6. Click “Start” to extend the contract and close the overlay window.

b) From the sales order

  1. Open the sales order you used to create the contract.
  2. Start the action “Extend contract”. A new sales order opens up in the same tab. It is already filled in with the same information from the contract being extended.
  3. Adjust the information, if necessary, and complete the contract.

Example


Zur Quelldatei auf github.com