Disable Contract Record

Disabling Contract Record

Contracts are disabled when they are no longer active — for example, when a project is completed or the client ends the business relationship.

• Go to Contract Main View and locate the contract you want to disable.

• Click the Disable button next to the client record. This opens the Disable Contract dialog.

• In the dialog, confirm the client details shown (Client Name, Level 1 Client Profile, Secondary Client Code, Agreement Number, Agreement Start Date) to ensure you’re working on the correct record.
• Use the date picker to select the date the contract should be marked as disengaged (format mm/dd/yyyy).
• In the Reason for Disengaging field enter the reason the contract is disengaged.
• If you’re ready, click the Disable button in the dialog to proceed. Then click Yes to verify.

• Check the Contract Main View to confirm the client’s status now shows as Disabled.