This activity is used to connect selected item lines in the Schedule of Work Estimate or Production to Sales Contract Revision, This can be achieved using the Update Sales Contract command.
This command will open an assistant window according to the item/items that are selected. If item/items which are selected and at least one item is already connected to a sales contract, user can choose Update method whether to Create New Sales Contract Item or Update Sales Contract Item using Connected Sales Contract Details.
Create New Sales Contract Item option will let you create a Sales Contract Item and Update Sales Contract Item using Connected Sales Contract Details option will navigate you to the Connected Sales Contract Details page.
Once Schedule of Work Item is connected we can manage Connected Sales Contract Items from Schedule of Work Connected Sales Contract Details page. You can navigate to Connected Sales Contract Details page by using Connected Sales Contract Details command or from the Update Sales Contract Assistant
Connected Sales Contract Detail consist of three tabs.
When required, you can update connected Sales Contract Items that have differences using Update Sales Contract command in Connected Items tab of Connected Sales Contract Details page.
Schedule of Work Items not yet connected can be pushed to Sales Contract Revision using the Update Sales Contract command in Not Connected SOW Items tab of Connected Sales Contract Details page.
Sales Contract Items not connected to any Schedule of Work Item can be viewed in Not Connected Contract Items tab of Connected Sales Contract Details page.
Schedule of Work should be created.
Sales Contract Revision should be created, an it should be connected to the project which the Schedule of Work is Created.
Sync Sales Contract should be enabled for your Schedule of Work Item.
SOW Type along with the contract statuses need to be added to the Schedule of Work Defaults page.
Based on selected Schedule of Work Item information, Sales Contract Items get created.
Connected Sales Contract details command get enabled for your Schedule of Work.