The Contract Types tab lists all contract types in the left pane and shows details about the selected type in the right pane.
Not all fields or types of information apply to all contracts. With contract types, you can choose which pieces of data you want to collect and store for each type of contract. When users create a contract, they must select a contract type.
A contract type is defined by grouping custom fields, adding contract triggers (optional), and assigning the type a name.
For example, to collect the same type of information for all materials contracts, you could define a contract type called "Materials." To collect different, but consistent information for all services contracts, you could create another contract type called "Services."
By enabling administrators to define their own contract types, Contract Management maximizes the flexibility to meet your business needs while building in uniformity and structure to help manage your contracts easily.
Before creating the type, you should define custom contract fields for the data that you want to collect for each contract. A custom field can be included in one or many contract types.
»To open the Contract Types tab
Open the Contract Administration window and click the Contract Types tab.
Working with the Contract Types List
Use these buttons to modify the contract types list:
: Opens the Contract Type Editor for creating a new contract type.
: Opens the Contract Type Editor for the currently selected contract type.
: Deletes the currently selected contract type.
: Prints the current page.
: Prompts you to select "Export Page to Word" or "Export Page to Excel"
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