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Referencing Contract Attachments

You can associate contract attachments created in the Contract Attachments form in the Purchasing module to a contract in the Cost Control module. Associating the contract attachments is helpful in maintaining a list of all the contract attachments that accompany a contract.

To reference a contract attachment in a contract

In the Contracts form, click the Contract Attachments tab.
To link a contract attachment, click Add Link.

The Contract Attachment Search window appears. For information on how to search for a record, see "Searching for Records".

Select the contract attachments you want to reference in the contract, and then click .

The Contract Attachment Search window closes, and the documents you selected are added to the Linked Attachments grid.

The following information is displayed in the grid, for each link:

DocNo: The document number for the contract attachment.
Rev: The revision number for the contact attachment.
Item: The item description of the contract attachment.
Title: The title of the contract attachment.
Description: The description about the contract attachment.
Orig Date: The date the contract attachment was created. If the contract document is a revision, type the date of the original document.
Rev Date: The date the contract attachment was revised.
Rec’d Date: The date you received the contract attachment.
Issue Date: The date you issued or sent the attachment to another party, such as the subcontractor.
Company: The name of the Author Company for the contract attachment.
Type: The type of contract attachment.
Category: The category of the contract attachment.
Comments: The comments about the contract attachment.
Notes: Notes about the contract attachment.
Delete: If you select a row for deletion, this check box is selected, and the row is deleted when you save the record.

To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.