Setting up contract management
Contract Management for Drink-IT
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Article
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12/19/2024
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Before you can start using Aptean Beverage Contract Management, there are few things to setup. The following table describes a sequence of tasks, with links to the topics that describe them.
The following table describes a sequence of tasks, with links to the
topics that describe them.
| To | See |
|---|---|
| Set up permission sets | Manage permission sets |
| Define general business rules for your contracts. | Contract management setup |
| Define objects for your contract. | Setup contract objects |
| Define categories for your loan agreements. | Setup loan categories |
| Define statuses for your loan agreements. | Setup loan statuses |
| Define Customers for your contract. | Setup customers |