Contract line presets

In the Contract Line Preset (RLP) you can easily create a contract line. Set up defaults for all the fields on a contract line to reduce the amount of data entry in setting up contracts.

Note: Before presets from the Contract Line Preset can be used, they must be added to the Contract Type first.

There are nine types of contract line presets:

  • Start Of Contract - you can add multiple preset lines to the start of contract, and these lines are added to the contract before other types of presets.
  • Item - you can add the preset to a particular item. The item is specified in the Item Code field.
  • Prompted - you can select a prompted preset for the Contract Type being created.
  • Line Number - you can add the preset to a particular line of the document.
  • End of Contract - you can add the preset to the start of contract, and these lines are added to the contract after other types of presets.
  • Sales Type - you can add the preset to a particular sales type that is specified in the Sales Type field.
  • Start of Line - you can create child lines at the start of the Child Lines.
  • End of Line - you can create child lines at the end of the Child Lines.
  • Default - this preset is used when no other preset exists.