Appendix screen is used to create and manage addendums for contracts
- Step 1: Select the Appendix screen -> Select the New Appendix function in the screen
* Explanation:
o If the Trash field is checked, the addendum created will
show the status as Trash. At the same time, the customer will not see an
addendum with a Trash status.
o If the Hide from customer field is selected, the customer
will not see the addendum created in his contract
o The Subject field is used to enter the title for the
appendix
o The Contract field is used to select the contract you want
to assign the appendix to. This field data is taken from the Contracts screen
of item 4
o The Start Date field is used to select the start date of the appendix
* Explanation:
o
The Appendix tab is
used to design the appendix template, through the Available merge fields
function to select the fields to get data from the system to display.
o
The Attachment tab is
used to attach files related to the appendix. Customers can't see the data of
this tab
- Step 1: Select Edit function corresponding to the appendix line to edit information
- Step 2: The system will display the
corresponding information function screen of the appendix -> Proceed to edit data -> Then click
Save to save the operation
At the Appendix screen -> Select the Delete function corresponding to the appendix to be deleted
