Fullscreen Image

Contract New

To create a new contract, follow these steps:

  1. From the Modules menu, go to Contracts > New

  2. In the Contract Number field, enter an ID that follows your organizations contract numbering conventions

  3. In the Description field, type in a short description of your new contract

  4. In the Segment list, select the segment for your new contract

  5. In the Type list, select the type of contract.  There are three types of contracts for you to choose from:

    • My Customer (VC) - This type of contract is used if you are the service provider and you want to track your service.  When you select Vendor Contract, you also select Customer Name.

    • My Sub Contract (SC) - This type of contract is used by service providers who hire others to fulfill a service.  In this case, the hospital or organization who is using TMS is supplying a service (directly or indirectly) to another company.  When you select My Sub Contract, you also select a Service Provider and a Customer Name.  This is used by independent service organizations (ISO) who have been hired to fulfill service on equipment.

    • My Vendor (CC) - This type of contract is used by hospitals or departments who have outsourced a service.  In this case, the hospital or organization who is using TMS is considered the customer and an outside company provides the services to fulfil the contract.  This is the Type of contract that is used the most often.  When you select My Vendor, you also need to select a Service Provider.

  6. In the Status list, select Active or Inactive

  7. In the Account list, select the account responsible for the contract.  All of the required fields (fields with a red asterisk next to the field label) are complete.  This is all of the information you need to create a new contract.

  8. Click Save.  

    This takes you to the Contract Edit screen where additional tabs are available to you.