Add an New Contract to an Internal Account
The article provides instructions on how to create a contract for Internal Organizations. This allows a Tech to add more licenses to an internal account.
This is for internal licenses only, such as event PINs, adoptions, and employees. Only Business Office employees are authorize to add contracts to Customer accounts.
From the CPM Records menu, select Internal Records then select Internal Organizations.
Select either Regional_Coordinators for PINs and employee licenses or CPM Adoptions for adoptions.
In the Internal Organization, go to the Purchase Orders tab and then select +Create New Contract.
Fill out the fields. Be sure you have selected the correct Contract License Pool. Then select Add/Edit License Allowances.
Select the needed licenses. You can Filter to make this process easier. When complete, select Save. Review the licenses and fields then select Save Contract.
No Optional Contract Settings are needed. Leave is Preview, is Pilot, and Allow Overages unchecked.
