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Accrual Details - Contract Module

The Accrual Details page allows you to view and edit high-level information about your accruals.

  1. Navigate to Contract > Accrual Info > Accrual Details

    Use the links in the Navigation Pane on the leftmost side of the page.

  2. Follow a procedure below.

ClosedEdit

To edit your accrual information:

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Choose between three options:

    • To add a new record:

      1. Click Add in the table for the type of record you want to add.

        A window opens.

      2. Follow the procedures appropriate to the type of record below:

      3. Click Save Changes.

        This displays in the Actions menu on the right side of the page.

        The page refreshes, and is no longer editable.Your changes are saved.

    • To edit an existing record:

      1. Click Edit in the Actions column of the record.

        A window opens.

      2. Make your changes.

      3. Click Save Changes.

        This displays in the Actions menu on the right side of the page.

        The page refreshes, and is no longer editable.Your changes are saved.

    • To delete a record:

      1. Click Delete in the Actions column of the record.

        A dialog opens, asking you to confirm your choice.

      2. Click Yes.

        The record is deleted. It no longer appears in the table.

      3. Click Save Changes.

        This displays in the Actions menu on the right side of the page.

        The page refreshes, and is no longer editable.Your changes are saved.

ClosedDelete Contract

The ability to delete a contract is dependent upon your user permissions.

To delete your contract:

  1. Click Edit.

    This displays in the Actions menu on the right side of the page.

    The page becomes editable.

  2. Click Delete.

    This displays in the Actions menu on the right side of the page.

    A dialog opens, asking you to confirm your choice.

  3. Click Yes.

    The contract is deleted.