Approving customer contract – A summary of the activity

This activity enables the user to approve customer contracts which have been completed. Also you have the provision to return or close a contract. This activity enables you to pre-close a contract by providing a termination date and closing the contract.

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Getting familiar with the pages inside

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Approve Customer Contract

Approving customer contract

Manage Customer Contract

Managing customer contract

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What you can do in this activity

Approve a contract

Return a contract

Close a contract

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Approve contract

Note: Only Contracts and Revisions with status as “Confirm” are eligible for approval or return.

You can select a contract for approval.

4 Use the “Approve Customer Contract" page to select the contract for approval.

4 Click the “Approve” pushbutton to approve a contract.

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Return a contract

You can modify the details of a contract.

4 Use the “Approve Customer Contract” page to select a contract for return.

4 Click the “Return” pushbutton to modify the selected contract.

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Close a contract

Note: Only Contracts and Revisions with status as “Approved” are eligible for closure.

You can close a contract.

4 Use the “Approve Customer Contract” page to select a contract for closure.

4 Click the “Close” pushbutton to close the contract.

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