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Basic contract - Projects tab

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On this tab you can specify which projects can be used in orders from this basic contract. Projects can be selected by users in the Addresses and controlling tab of the basket or basket item.

Assignment

This assignment has the highest priority. Orders processed via this basic contract can only use the projects that were assigned to this basic contract.

To do this,  the user requires a right (through personal or company assignment) to a project configured here in order to select it for an order, i.e. the projects in the basic contract are not also made available to him.

No restriction

Exception: "No restriction". If this is activated, the user is only shown the projects configured in the basic contract for these products in the basket at order item level, if the project is not otherwise assigned to him.

These order items are indicated in the basket with the  symbol.

Setting up credit cards

Selected entries are transferred using the arrow .

You can enter a search term in the field under the left column; use the magnifying glass to start the search.

See also

Managing suppliers and basic contracts

Managing basic contracts

Managing budgets

Managing control structures