Set Up Contracts Module Options

The Contracts module Options screen is reached through the Setup menu (which you can access by clicking Setup > Contracts > Options). There is only one option available to be set, but it pertains to expiring contracts. If the expiration date, or Termination Date, of a particular contract is reached, you can have TMS automatically change the status to a specific code and then send an email to a specific party, such as the TMS system administrator.

To set contract module option, follow these steps:

1. Start by going to Setup > Contracts > Options.

2. Verify the Segment shown in the Module Selection area is the correct segment.

3. Select the Status that expired contracts should be set to when the Termination Date on the contract has been reached. For example: Expired.

4. If you want TMS to automatically email an alert to a specific person or group of people, enter their email address in the Email Addresses field. Multiple addresses can be separated by semi-colons.