Procedures for Contract Records

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related Topics:

  • Select an Info Center Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Adding Contract Records
    You can create a contract record from scratch or you can base a new contract record on an existing contract, contract template, or opportunity.
  • Copy a Contract Record
    You can copy the current contract record to duplicate the record's information, and then edit and save the record to create a new contract record.
  • Create a Kona Space for an Existing Contract
    From within GovWin Capture Management, you can create a new Kona space and link it to an existing contract.
  • Link a Contract to an Existing Kona Space
    If you create a space for a contract in Kona, you can link that space to the contract and then access the space from the Contract Info Center when you display the contract record.
  • Modify an Info Center Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Populate the List or Detail View in the Contract Info Center with Phase and Task Records
    Use the Advanced Contract lookup to populate the List View or Detail View of the Contract Info Center with contract, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.
  • Associate a File Link with an Info Center Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can add an address to a customer or vendor/partner record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each customer record or vendor/partner record. This can be useful if customers or vendor/partners have more than one office or operating location. You can delete an address from a customer or vendor/partner record at any time.
  • Delete an Info Center Record
    When you delete an Info Center record, you permanently remove it from the GovWin Capture Management database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
Parent Topic: Contract Info Center Overview