Creating Contract- Specific Milestones


In this topic, you will learn how to create contract- specific milestones.


Steps:

  1. Begin by navigating to the Create Milestones page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Customer Contracts menu.

    Step 2

  3. Click the Create and Amend menu.

    Step 3

  4. Click the Create Milestones menu.

    Step 4

  5. Click in the Contract field.

    Step 5

  6. Enter the desired information into the Contract field.

     

    Enter "EASY_SOLUTIONS".

    Step 6

  7. Click the Search button.

    Step 7

  8. Use the Create Milestones page to associate generic milestones to a contract.

    Step 8

  9. Click the Add Condition button.

    Step 9

  10. Click in the Description field.

    Step 10

  11. Use the Description field to enter a condition description of the milestone template.

     

    Enter the desired information into the Description field.

     

    Enter "Delivery of Training".

    Step 11

  12. Use the Type list to identify the milestone condition.  Your selection determines the actions that you need to complete when you add this milestone onto a contract.

    Step 12

  13. Click the Type list.

    Step 13

  14. You can set up multiple milestone condition definitions for each

    milestone condition type.  Valid selections are:

     

    * Date: Select to create a date-driven milestone. When you use

     this milestone condition type on a contract, you associate it with

     a date specific to that contract. The milestone is triggered

     when the system date reaches the date that you have specified

     for the condition.

    * Milestone: Select to link a milestone with another milestone.

    If selected, you must enter a Milestone Source and a Days Lag.

    * SQL: Select to associate the milestone with a SQL statement you

     wrote. SQL milestones enable you to create custom milestones

     that are specific to your business.

    * User Initiated: Select to create a milestone condition that is satisfied

     when a user manually updates the condition status from Pending

     to Ready. An example would be a service contract where billing cannot occur until a signed work order is received from the customer.

    Step 14

  15. Click the Milestone list item.

    Step 15

  16. Click the Save button.

    Step 16

Congratulations, you have successfully learned how to create contract-specific milestones.

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