Add, modify or delete a contract line group

In order to modify a contract line group, click Add Line:

In the next screen, click Edit groups:

Here you can:

  • Add a new group by clicking Add new group

  • Change the sequence number of the group using the drop down arrow next to the number

  • Modify or overwrite the description of the group by clicking on the cell.
    Note: The name must not contain the apostrophe character (').

  • Delete a group by clicking on the trash can next to the group.
    Note: You can only delete a group if no contract lines are linked to the group. If there are lines linked to the group, you will need to delete them or link them to another group.

    Note: In order to delete a group, make sure that it was not pre-selected when you initially clicked on Add Line. If it was, you won't be allowed to delete the group and will have to go back and change the group.

Once you are done, simply click Close and your modifications will automatically be saved.

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