Add Contract Dates to Inventory Unit
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – In the Inventory List, find the Unit you want to access and click on it.
Note: A Purchaser must be assigned to the Unit prior to adding a Contract Date. See Assign Purchaser to Inventory Unit.
4 – Click on Dates.
5 – In the Dates section, select the Contract Date. Note that the Status of the Unit is Offer.
Note: The terms for all dates and statuses can be changed by an Administrator using the System Terminology Map so that they more accurately reflect the terminology unique to your business. Refer to About Terminology Maps for more information.
6 – Click Save. This will bring up an Acceptance Date field.
7 – Select the Acceptance Date.
8 – Click Save. This will bring up a checkbox to indicate the contract has been accepted. Note that the status of Unit remains as Offer.
9 – Check the box beside Contract Accepted.
10 – Click Save. This will bring up a Completion Date field. Note that the status changes from Offer to Firm (R) if there is a Rescission Period or Firm if there is no Rescission Period.
Note: The status will automatically change from Firm (R) to Firm once the Rescission Period has passed.
11 – Select the Completion Date.
12 – Click Save. This changes the Status of the Unit from Firm to Closed.
All dates entered are displayed in the Dates section of the Inventory Profile.