Contracts module
In Business Central Dynamics 365 with the Progressus for Contracts, you can track Customer Contracts, budgets and change notices. The Contracts module adds functionality and fields, such as:
- Contract Manager
- Contract Accountant
- Type of Contract
- Contract Dates
- Owner Change Notice Required
- Notice Number of Days
- Scope of Work
- Approve any change notices for the contract
- Track Contract Values from the projects
- Display totals for both the original value and change notice values
- Existing budgeting is upgraded to include Approval processing and Change Notices
- Invoicing to allow for invoicing at the contract level
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Create and configure new Contracts |
Configure Contract Card |
| Contract Invoice Setup Templates | Invoice Setup Template Setup for Projects and Contracts |
| Invoicing Contracts | Invoicing Contracts |
| Create Contract Task Templates | Create Contract Task Templates |
| Create a new Change Order | Create a new Change Order |
| Contract Change Order Approvals | Approving or Rejecting a Change Order |
| Contract Budget Approvals | Contract - Budget Approvals |
| Contract Bill_To_Ship_To_Address_Defaults | Contracts - Shipping and Billing FastTab |
| Video Contracts - Bill-to, Ship-to & Sell-to Addresses | [(https://youtu.be/W5bxeJKiX-w?si=QepBM45M1FFU1Ggn |