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Create contract types

FM-Portal

IC1153
FM-Portal

To manage your contracts more efficiently, you can create contract types and then use them when creating and maintaining your contracts.

Note: This process is carried out in a form. The basic functionality of forms is described in this article: 📄 Formulare IC1105

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Purple button with white text "Voraussetzung" and icon of checklist or document on left side

  • You have permissions to access the Control Panel

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Purple button with white text "Vorgehensweise im FM-Portal" and clock icon on left side

Path to the starting point: Control Panel - Basic Data - Contract Management - Contract Types

  1. Click New... in the toolbar.

  2. Enter a code of your choice.

  3. Enter a description (e.g., "Mobile Phone Contract").

  4. In the Sorting field, you can set the order in which the entries will later appear in the selection list in the contract. If you enter a "0", the entry will appear first.

  5. Click Save in the toolbar.

You have created the new contract type. It can now be selected in the Contracts form.

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