Contract Templates
You will need to create a Contract Template if you are using ID91 or ID815 for contract creations in EA. All codes set on the template will be copied to all contracts created from the template.
1. In the Service contracts screen, click on New to create a new contract.
2. Set the contract number to be your name preference of choice, ex. **Contract Template
3. Set the customer to your internal company customer, like the rest of the templates.
4. Set the contract type and bill code as needed on the template.
5. Set the base distribution code on the template as needed.
**The billing cycle should be blank**
Click on the Billing/Contact tab
1. Uncheck the box to Bill contract.
2. Set the billing group if you are using that.
3. Set the tax code. (Just a placeholder value, the sync will assign the proper tax code when creating new contracts.)
4. Set the report group to the correct invoice format for the template.
Click OK to save the contract template.
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