Package - Contracts To Create

This information on this page controls the type of contract(s) that are created if this package is selected on an order.

Fastpath: Refer to The Big Picture of Campaigns, Packages and Orders and Designing Campaigns and Packages for more information.

Open this page using Sales & Marketing, Package and navigate to the Contracts To Create tab.

Description of Page

Package contains a concatenation of basic information about the package. Package ID is the system-assigned unique identifier of the package. These values only appear after the order is added to the database.

CAUTION: This following information is not intuitive; we strongly recommend that you follow the guidelines under Designing Campaigns and Packages before attempting to enter this information.

The Contracts To Create scroll contains one row for every contract that will be created if this package is selected on an order. The following fields are used:

  • Division and Contract Type define the type of contract to be created.
  • Start Method Algorithm controls how the system creates the new contract.
  • Create Proposal Contract controls if the new contract is a real or a proposal contract. This switch only appears if the quotation Contract Management module is not turned off. Refer to Proposal Contracts Must Exist for more information.