{"id":991,"date":"2016-09-21T15:39:43","date_gmt":"2016-09-21T03:39:54","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=991"},"modified":"2020-12-07T09:30:49","modified_gmt":"2020-12-06T20:30:49","slug":"a1042","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a1042\/","title":{"rendered":"Edit contract form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Edit<\/a>edit button in the top header area of the contract view page, as shown in Figure 1. Alternatively you can access the \"Edit<\/a>edit popup form via the \"Actions<\/a>actions column menu of the Contracts<\/strong> tab at the parent asset’s view page (e.g.\u00a0 \"Contact<\/a>organisation, \"Programme<\/a>programme or \"Project<\/a>project), as shown in Figure 2.\r\n

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Fig 1 – Access via edit button<\/strong><\/p>\r\n

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Fig 2 – Access via contracts tab\r\n<\/strong><\/p>\r\nThis popup is shown in Figure 3 and is used to edit an existing \"Contracts<\/a>contract<\/a>.\r\n

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Figure 3 – Edit contract form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent asset:<\/th>\r\nThis read-only<\/em> field shows which programme or project you are this contract belongs to.<\/td>\r\n<\/tr>\r\n
Reference*<\/em><\/sup>:<\/th>\r\nYou may edit the reference for this contract here. You must ensure that this reference stays unique across the whole parent asset.<\/td>\r\n<\/tr>\r\n
Category:<\/th>\r\nUse this drop-down to select or change the category for this contract.<\/td>\r\n<\/tr>\r\n
(New category name):<\/th>\r\nIf you have selected the “Add new category” option in the category <\/strong>field above, you will be presented with this field where you can add a new category to group this contract under.<\/td>\r\n<\/tr>\r\n
Title:<\/th>\r\nEnter or edit the short title for this contract here.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter or edit the longer description of this contract here.<\/td>\r\n<\/tr>\r\n
Vendor:<\/th>\r\nUse this drop-down to select or change the vendor for this contract.<\/td>\r\n<\/tr>\r\n
(New vendor name):<\/th>\r\nIf you have selected the “Add new vendor” option in the vendor <\/strong>field above, you will be presented with this field where you can add a new vendor to allocate to this contract.<\/td>\r\n<\/tr>\r\n
Start date:<\/th>\r\nEnter or edit the start date for this contract manually using the date formats or select the date using calendar control.<\/td>\r\n<\/tr>\r\n
Next review date:<\/th>\r\nEnter or edit the next review date for this contract manually using the date formats or select the date using calendar control.<\/td>\r\n<\/tr>\r\n
End date:<\/th>\r\nEnter or edit the end date for this contract manually using the date formats or select the date using calendar control.<\/td>\r\n<\/tr>\r\n
Budget intervals:<\/th>\r\nEnter or edit the number of budget intervals you would like this contract to have.<\/td>\r\n<\/tr>\r\n
Manager:<\/th>\r\nUse this drop-down to select or change the manager for this contract.<\/td>\r\n<\/tr>\r\n
Archived:<\/th>\r\nSelect this check box selected if you would like to assign this contract to be in the archived state.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n*<\/em><\/sup>The reference field is mandatory, but all others are optional.\r\n\r\nIf you accidentally try to change the contract’s reference to the same reference as an existing contract in your project then you will get a warning message.\r\n\r\nOnce you are happy with your entries click the “Update contract<\/strong>” button at the bottom of the form. This will update the contract with the details that you supplied.\r\n\r\nClick the “Cancel<\/strong>” button if you no longer want to make change to the contract.<\/div>\r\n

Related topics<\/h4>\r\n