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1. Choose Cards > Job Cost > Contract Agreement. The Contract Agreement window opens.
2. Choose a Contract Vendor, and enter a Contract Number and Contract Name.
3. Complete the following fields; some are filled automatically by the system and cannot be edited.
   • Contract Status: Defaults
     Defaults to Pending. As soon as the Contract Agreement window is filled in and saved, you can change the status to Confirmed - the status used when the contract is active; payments and change orders can be created only if the contract is Confirmed.Canceled means the contract will no longer be active, meaning no further activity is allowed and contract cannot be reversed. Closed means the contract has been complete fulfilled (all payments made).
   • Original Contract Amount: Enter
     Enter the total original contract amount. Once the contract status is Confirmed, the contract amount can be changed only with change orders.
   • Change Orders: Fills
     Fills automatically with the sum of all change orders applied to this contract.
   • Contract To Date: Fills
     Fills automatically with the amount of the original contract amount plus change orders minus any payments made.
   • Tax Schedule: Enter
     Enter the tax schedule to be used with this contract.
   • Retention %: 
     Enter the retention percent that will be withheld from payment until services are favorably satisfied. When you assign cost codes to this contract, you can enter unique retention percentages for each cost code, if necessary.
   • Estimated % Complete: If
     If you want to track estimated completion percentage, enter it here. This field is not updated by the system.
   • Scheduled Start/Completion Dates: Enter
     Enter the start and completion dates of the contract agreement.
   • User-Defined fields: User
     User-defined fields are used to store additional information. If your organization has defined these, consult with your Manager or Supervisor to determine if these are required.
4. Save the window. When a Confirmed contract agreement is saved, the costs become committed costs in Job Cost.
5. To distribute the contract amount to cost codes, choose the Add Cost Codes button. The Available Contract Cost Codes window opens.
6. Choose a Job Number. The available cost codes appear.
7. Choose the cost codes to distribute. You can multi-select several by using CTRL-click and SHFT-Click. After selection, choose the Select button. The window closes and the cost codes appear in the Contract Agreement window.

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