Use the
Contract Codes tab to enter the
contract codes associated with an opportunity.
Contract codes allow you to enter estimated fees for the work. To associate a
contract code record with an opportunity record, add it to the
Contract Codes grid. Both records reflect the association.
Contents
Contract Codes Grid
| Field | Description |
|---|
|
Contract Codes Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Associate
|
Click this option to display the
Contract Codes Lookup, which contains a list of all the
contract codes in your database.
|
 Remove
|
Click this option to remove a
contract code from the grid.
|
|
Contract Code
|
When you use the
Contract Codes lookup to select a
contract code, the code displays in this field. You define
contract code options in Code Table Configuration.
|
| SF330 Code
|
If there is an SF330 code associated with the
contract code that you select, the SF330 code displays in this field. You associate SF330 codes with
contract codes via the
Contract Codes Code Table in Code Table Configuration.
|
| Description
|
The description for the
contract code displays in this field. You define
contract code description options in Code Table Configuration.
|
| Fee
|
Enter the total fee, in a whole monetary amount with no decimals or currency symbols, for the work associated with the selected
contract code.
|
