Setting up Master Contracts

1. Mark the Maintenance Contract Additions checkbox in the User Profile window (Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > User Profile) to allow additions of both maintenance contract and master contract records. See Setting up security. Master contract records cannot be added if you do not have the Maintenance Contract module.
2. Select Microsoft Dynamics GP > Tools > Setup > Service Management > User-Defined Label Setup > Master Contract and label the user-defined fields in the Master Contract window.
3. You can attach lookup windows to, or validate, two of the four user-defined fields in the Master Contract window by marking the Master Contract User-Defined 1 and Master Contract User-Defined 2 checkboxes in the Service Options window (Microsoft Dynamics GP > Tools > Setup > Service Management > Module Setup > Service Options). See Choosing service options.
4. In the Password Setup window, you can select to password-protect certain master contract functions (Microsoft Dynamics GP > Tools > Setup > Service Management > System Administration > Password Setup). See Setting up security. Marking an option activates the use of a password to perform the function.

User-defined data is added directly in the Master Contract window. No initial setup of data types is needed.