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Contract Lifecycle Management — Contracts (how to use)

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Contracts

Module: Contract Lifecycle Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Contract Lifecycle Management.
  3. Click Contracts.
  4. Direct route (for admins): admin/contract_lifecycle_management/contract_lifecycle_management_contracts

What this screen is for

Transfer funds between cash and bank accounts without external party.

How to use — step by step

  1. Create contra voucher.
  2. Select from and to accounts (e.g. bank → cash).
  3. Enter amount and reference.
  4. Post to update both ledgers.

Common buttons & actions

  • Save
  • Post

Required permissions

Staff need the clm_contracts feature with: view, create, edit, delete, transition.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Automatically create/update CLM records when core contracts are added or updated
  • Automatically mark active contracts as expired when end date has passed (via cron)

Related guides

See the Contract Lifecycle Management overview for module-wide workflows, API, and setup.

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