View a contract financially in InSite

You can view a contract in InSite via the overview Contracts Financial or My contracts Financial. With My contracts Financial you open an overview of only the contracts for which the person responsible for the contract is the user (employee) who is logged on. From the overview Contracts Financial or My contracts Financial you can open a contract to view the detailed data.

To view a contract financially in InSite:

  1. Open the site.
  2. Log on with the user name and password.
  3. Click on: OK.
  4. Go to: CRM.
  5. Go to: Contracts Financial or My contracts Financial.

    InSite may have been configured differently for you, in which case the action name differs.

  6. Open the contract.

    You see the data of the contract:

    Fin_Contract raadplegen in InSite (10)

  7. Go to the tab: Dossier.
  8. View the dossier details.
  9. Go to the tab: History.

    For a new contract, a change or an extension to a contract, Profit adds an entry line to the contract history. This gives you an insight into the changes to the contract, for example extensions.

    There are three types of entry lines: new, change and extension. The extension type applies if the contract is extended from the workflow.

Directly to

  1. Contract management in Financial
  2. Set up contract management in Financial
  3. Add a contract to Financial
  4. View and change a contract in Financial
  5. View a contract financially in InSite
  6. Link assets to a contract
  7. Maintain contracts per purchase contact/creditor
  8. Add a purchase order to a contract
  9. Terminate a contract in Financial
  10. Contract dossier in Financial
  11. Add a reservation
  12. Add an obligation
  13. Write off a purchase invoice from a reservation or obligation
  14. Contract extension workflow in Financial