How to create a contract using the New Contract Wizard on Sage 300 Order Entry


  1. On the O/E Order Entry screen, start a new order.
  2. From the Order Type list, select Quote.
  3. Select the Job Related option.
  4. Click the Contracts button at the bottom of the O/E Order Entry screen.
  5. On the Copy From tab:
    1. In the New Contract Customer Number field, enter the A/R customer number.
    2. If you want to assign this customer to all the projects in the new contract, select Default
      New Contract Customer to Projects.
    3. If you want to copy the settings, projects, categories, and resources from an existing
      contract to the new contract:
      1. In the Existing Contract Number field, specify the code for the contract whose
        settings you want to copy.
      2. Specify the source for the new contract’s default estimate. You can use the
        original estimate, the current estimate, actuals, or none of the amounts from the
        existing contract as the default estimate.
  6. On the Contract Number tab, create a new contract number.  Select a structure code, and then enter a number for each segment required for the contract number structure.
  7. On the Contract Style tab, choose whether to create a basic contract or a standard contract.
  8. On the Optional Fields tab, choose whether to copy the optional fields from the template
    contract, use the PJC default optional fields, or use no optional fields for this contract.
  9. Click the Finish button to create the contract.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.