Purchase Contract General Info

Supplier Info

The fields under this heading are used to enter information about the supplier stipulating the contract.

Type: The field used to specify the supplier type. It lists the Individual and Consortium options.

If the purchase contract is generated over a purchase proposal using the Generate Contract option, type info is populated automatically from the proposal record.

Code: The supplier or consortium record code depending on the selection made on the type field. Suppliers and consortiums are listed, and the related definition is selected.

If the purchase contract is generated over a purchase proposal using the Generate Contract option, code info is populated automatically from the proposal record.

Description: The definition of the supplier or consortium record. When the Code field is filled in, the description is transferred into this field. Related definition lists can also be accessed through the description field, allowing selections or new definitions.

If the purchase contract is generated over a purchase proposal using the Generate Contract option, description info is populated automatically from the proposal record.

Tender Type: Indicates the tender type which will apply for the relevant contract. The tender files are listed in Tender No field according to the selected tender type. This field lists two options: Announced Tender and Participated Tender.

If the purchase contract is generated over a purchase proposal using the Generate Contract option and the proposal is related to a tender, tender type info is populated automatically.

Tender No: The tender number of the record selected on the Proposal No field is transferred into this field. Cannot be changed.

If the purchase contract is generated over a purchase proposal using the Generate Contract option and the proposal is related to a tender, tender number info is populated automatically.

Proposal Number: Indicates the proposal given for materials to be procured within the scope of the contract. Contractor bids in contract status are listed and the related bid is selected. If the contractor is a private ownership, the bids list contains bids given both individually and as a part of a consortium. Also bids by ‘consortium’ joint ventures involving the AR/AP are listed.

If the purchase contract is generated over a purchase proposal using the Generate Contract option proposal number info is populated automatically from the proposal record.

Shipment Info

The fields on this section are used to record shipment information.

Control Type: Indicates the control method for contract slips and on transferring contract to orders, dispatches and invoices. The options are:

• Amount Control
• Quantity Control
• Amount + Quantity Control
• General Amount Control
• Do Not Control

If Amount Control is selected, amount control is performed in slip lines and transfers. Contracts for which no amount is entered cannot be saved, and are ignored while transferring contracts to orders and dispatches. Slip can be saved without entering quantity.

If Quantity Control is selected, quantity control is performed in slip lines and transfers. Contracts for which no quantity is entered cannot be saved and are ignored while transferring contracts to orders and dispatches.

If Amount + Quantity Control is selected, both amount and quantity control is performed in slip lines and transfers. Contracts for which no amount and quantity is entered cannot be saved and are ignored while transferring contracts to orders and dispatches.

If General Amount Control is selected, general amount control is performed in slip lines and transfers.  When a line is added to contract material/service list, control type is considered as General Amount Control for all lines and it cannot be changed.

Address Code / Description: Indicates the delivery address. Shipment addresses are listed, and the related definition is selected.

Account Code / Description: The AR/AP, consortium or association to which the shipment will be delivered.

If the purchase contract is generated over a purchase proposal using the Generate Contract option, Account code / description info is populated automatically according to the AR/AP code selected in the proposal record.

Previous Contract     

Indicates the old purchase contract. Recorded Purchase Contracts are listed and the related definition is selected.

Work

This section is used to record information related to the work subject of the contract.

Start / End Dates: Indicates the start and end dates of the work.

Duration (day): Used to enter work duration.

Delivery Type: Indicates how the work will be delivered. Recorded delivery types are listed and the related definition is selected.

Delivery Location: Indicates where the work will be delivered.

Payment Info

The fields on this section are used to specify the payment plan to be applied and the organizational unit to be paid to.

Collateral

Used to record collateral amount and status information related to the contract.

Related Service

Service Code: Services which will be related to the invoices (generated in the relevant program modules) are selected in this field in Purchase Contracts having association with the other modules. Services browser opens when clicked on the browse button, and the required record is selected. For instance, in contracts with Project Management association, the relevant service which will be related to the Service Purchases Invoice generated in Finance > Leasing Records > Purchase Contracts Payment Table line is selected.

Contracts with a Service Code generates a service line automatically when selected in Service Purchases Invoices.

Service Description: A description of the service which will be related to the invoices (generated in the relevant program modules) in Purchase Contracts having association with the other modules.