Archiving a Contract
Available in Current Contracts Only
When an Contract finishes its details need to be transferred from the Current Contracts to Archived Contracts.
Choose Find to select the required Contract.
Choose Archive to move the Contract to Archived Contract.
The system will ask:
Transfer this record - Are you Sure?
Choose OK to continue.
Choose Cancel to avoid Archiving the Contract.
The system will then display:
Enter the Finish Date if applicable.
Choose OK to Archive the Contract.
Choose Cancel to avoid archiving the Contract.
The system will automatically set the Ongoing Flag to N before transferring the Contract to the Archive System.