Create Contract

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Related Tutorials

  • Setting Up Contracts

Overview

Contracts are used in the 3PL module to determine what Owners are to be charged for your services. Every Event or Task you charge for will have a Contract Line set up for it in Footprint, and each Owner and Project will have a unique Contract created for it. You can also use Contracts along with your own accounting software. Contact Datex Corporation for more information about setting up your Billing system.

The Create Contract section is where you set up a Contract, adding Contract Lines and Activating it in the system.

From here you can...

Main Screen Layout

The Create Contract section is divided into two parts: the Basic Information Editor and the Contract Details Editor.

1. Basic Information Editor

This is where you set basic information about the Contract, including the Owner and Project it is associated with and its Start and End Dates, and where you Activate or Deactivate the Contract.

2. Contract Details Editor

Here you can view and make edits to the Contract Lines, and work with Attachments or User Defined Fields.

Basic Information Editor

The top of the screen contains several buttons: the New button creates a new Contract, the Edit button allows you to edit the open Contract, the Save button saves all changes made to the open Contract.

The Copy button allows you to duplicate the Contract you've created, with each Contract Line intact; all you need to do is select an Owner and a Project for the new Contract. This can be used with a Template Contract (a Contract you've created that is not Active for any Projects in the system), so that you won't have to re-create common Contract Lines every time you make a new Contract.

The Activate and Deactivate buttons allow you to perform those actions on the Contract. An Active Contract is used by the system to create Billing Records for the Owner and Project, and it will remain Active until the End date is reached, or it is manually Deactivated. Only one Contract can be Active per Project at any time. If no Contracts are Active for a Project, that Project will generate no Billing Records.

If you create a second contract for a Project, set its Effective Start Date to the day after the End Date of the first contract, and leave it Unactivated, the system will automatically switch over to the new Contract on its Start Date.

The Add Contract Line button opens a Billing Strategy Wizard, which will guide you through defining the particulars for a new Contract Line. For a detailed walk-through of the Wizard and each available Billing Strategy, see "Step 3. Add Contract Lines" of the Setting Up Contracts tutorial.

Contract Details Editor

Last Updated:
06/06/2025