Assigning Optional Fields to Contracts

Sage ERP Accpac Project and Job Costing 6.0

Assigning Optional Fields to Contracts

Once you have defined optional fields for contracts and setup records, you can assign the optional fields to your contracts.

Optional fields that are set up for automatic insertion on contracts appear on the Optional Fields tabs of the Contract Maintenance form when you add a new contract. You can add, edit, and delete optional fields for particular contracts, as necessary.

You can also assign optional fields to each project, category, and resource used in a contract. You use the Optional Fields tabs for the Project Maintenance, Category Maintenance, and resource maintenance forms to view or edit optional fields for selected projects, categories, or resources.

You can edit or delete any automatically inserted optional fields, and you can add different optional fields that you have defined for contracts, projects, categories, and resources.

Default entries appear for optional fields used in contracts, as follows:

Optional fields assigned to specific projects and categories appear as defaults when you add the projects and categories to a new contract.
Optional fields assigned to specific resources appear as defaults for project resources, except as follows:
Payroll optional field entries appear as defaults for employees, if you set up the same optional fields for employees in Project and Job Costing as used in the US or Canadian Payroll employee record.
If Accounts Payable vendor optional fields match the Project and Job Costing subcontractor optional fields, the vendor optional field entries appear as defaults for the subcontractor.
If you use Inventory Control, if the optional fields for the Inventory Control item match the optional fields you defined for Project and Job Costing material, the optional field entries from Inventory Control appear as defaults when you add a material resource.

The Optional Fields column on the Project tab of the Contract Maintenance form shows whether optional fields are assigned to particular projects. Similarly, Optional Fields columns on the Project Categories list and on the resource lists show whether optional fields are assigned to any project categories or resources.