Use this activity to add a customer or prospect to the contract. When the contract header has been created, one or more customers can be added to the contract. Note that a prospect can be entered instead of a customer as long as the contract has not been awarded.
In the contracting world, it is quite common to have several different companies bidding for the same contract. This means that a subcontractor can potentially submit tenders for the same contract to several contractors. It must be possible to keep track of all the contracts (customers) during the enquiry, bidding, and tendering phases. Once a subcontractor has been awarded the contract, there can be only one customer.
Even if a customer has been blocked for credit they can still be used in sales contracts. Although it will not be possible to award any contract to a credit blocked customer unless the credit block setting is specifically overridden on the contract.
If the customer or prospect has contract specific correspondence and/or invoice addresses this can be added to the customer record on the sales contract.