Share via

How to: File Service Contracts and Contract Quotes

  • Article

You can file service contracts and contract quotes at any time to record and archive a copy of the contract or contract quote. Microsoft Dynamics NAV files service contracts automatically when you convert contract quotes to service contracts or cancel service contracts.

To file a service contracts or contract quote

  1. In the Search box, enter Service Contracts or Service Contract Quotes, and then choose the related link.

  2. Open the relevant service contract or service contract quote.

  3. On the Actions tab, in the Functions group, choose File Contract or File Contract Quote.

  4. To view the contract, on the Navigate tab, in the Contract group, choose Filed Contracts.

    To view the quote, on the Navigate tab, in the Quote group, choose Filed Contract Quotes.

See Also

Other Resources

Filed Service Contract List