Adding a Contract

Use the Insert New Contract view to create a contract record. Use the copy button to quickly create a new record with similar information.

Your security access determines what functions are available. Contact your administrator for any access rights changes. WebViewer users may not access full functionality.

To add a contract

  1. Open the Insert New Contract viewClosed.

    • On the New menu, click Contract.
    • On the Account Detail view, click the Contracts tab, and then click Create ContractClosed.
  2. Complete the contract information boxes.
  3. Click SaveClosed.
  4. If necessary, use the Covered Assets tab to associate any assets to the contract.

Related Topics

Contracts Overview



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at