Contracting party is the business entity that enters into a legally binding contract with the current organization who creates the contract. where the user can manage contracting party details.
Manage Contracting Party:
Manage the Contracting Party screen displays the list of all existing contracting Party. To view the manage screen, click on contracting Party link in the menu under External Parties.
.png?version=1&modificationDate=1525172814003&cacheVersion=1&api=v2)
In the Manage contracting Party screen, click on Create button to create a new contracting Party, click on Edit button to update an existing record, click on delete button to delete the record.
Create Contracting Party
To create a new Contracting Party enter the following fields.
.png?version=1&modificationDate=1525172926996&cacheVersion=1&api=v2)
Contracting Party Name*
Select Contracting Party Type from the drop-down.
Description*
Address Line 1*
Address Line 2
Select Country from Dropdown.*
Select State*from Dropdown.
City*
Zip Code*
Primary Contact :
First Name*
Last Name*
Business Phone
Mobile Phone
Active (Y/N)
- Click on Create button
- New Contracting Party is created in the system and navigates to the Manage screen, displaying the newly created Contracting Party.
Edit Contracting Party
To edit an existing Contracting Party:
.png?version=1&modificationDate=1525173070835&cacheVersion=1&api=v2)
- Click on the Edit button in the manage screen
- Contracting Party edit screen is displayed
- Edit the required field.
- Click on Update button
- Changes to the Contracting Party are updated in the system
Delete Contracting Party
To delete an existing Contracting Party
.png?version=1&modificationDate=1525173340494&cacheVersion=1&api=v2)
- Click on the Delete button in the manage screen
- A Message box is displayed for confirmation of delete action
- Click the OK button in the displayed message box
- Contracting Party record is deleted in the system.