- What is creation of contract extension?
- How to create a contract extension
- How to check contract extension
What is creation of contract extension?
In the staffing workflow, it is often the case that contract extensions are created in addition to new contracts.
New List View allows you to display the data for the next contract extension as "continuation of the confirmed extended contract data" on the same row as the current contract data.
When creating a contract extension, use the action menu "Extend Contract" instead of "Copy".
This is also useful when checking for extensions, as it allows you to see if the next contract data has been created on the list screen.
How to create a contract extension
There are 2 operating procedures as follows:
【Procedure ①】
Action menu (▼ button) for the contract data you wish to extend > [Extend Contract].
※ Similar to the "Copy" menu, the Create Contract screen opens with the original contract data copied.
※ Please note that if you use the "Copy" menu instead of the "Extend Contract" menu, the data will be registered as unrelated to the copy source data.
【Procedure ②】
Move the mouse pointer over the "Contract Extension" of the contract data that you wish to extend and click [+].
※To extend contract by one click, the System Administrator user needs to set up the Automatic date calculation for the contract in advance.
Click [OK].
How to set up Automatic date calculation for the contract
Settings ＞ [Sales Extension Settings]
※ Only the system administrator user can make this setting.
・1⃣ Set the appropriate fields for the contract start date : Set the field used as the contract start date.
・2⃣ Set the appropriate field for the contract end date : Set the field used for the contract end date.
・3⃣ Set the phase (initial value) of contract extension : When [+] is clicked, set the phase for which the extended contract data will be created.
・4⃣ Set up a phase (update) of the original contract : When [+] is clicked, set the phase to which the original contract data to be extended is updated.
How to check contract extension
Fields related to contract extension are indicated on the list view screen with the field name in red background.
On the list view screen, both staff and clients can confirm their intention to extend OK/NO and update the data.
You can also check at a glance whether the next contract data has been created.
If no data is entered for the red background of the field name, then no contract extension exists.
※Fields related to contract extension are displayed on the list view screen only and not on the detail screen.
