Sales Contracts menu option is located under the Transactions menu of Sales Management module.
You can add a new sales contract or modify the existing definitions by using the options in Sales Contracts browser, Attached Records menu, Related Records menu, Info menu and right click menu options.
New | Used to define a new sales contract. | |
Update | Used to change contract information. | |
Delete | Used to delete sales contracts one by one or in batches. | |
View | Used to view contract information. | |
Copy | Used to copy definition information into a new card. | |
Used to print sales contracts. | ||
Change Status | Used to specify the usage status of sales contracts in transactions. This field has two options: Active and Passive sales contracts cannot be used on slips and invoices. | |
Change Phase | Used to change the phase info of approved or cancelled contracts. | |
Generate Document | Used to generate documents for the selected sales contract. | |
Generate Advance Slip | Used to generate AR/AP Slip of Collection type or Bank Slip of Payment type in order to track contract advance information. It is available for contracts in Approved status. | |
Generate Order | Used to generate order over the Sales Contracts in Approved status. Multiple orders can be generated for a contract. AR/AP Code, Organizational Unit, Payment Plan, Salesperson Code, Contract Number, all lines in Material / Service List and Analysis Details are automatically transferred to the order that is generated from Contracts browser. | |
Attached Records | ||
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Document Folder | The folder information used to track documents related to the sales contract. | |
Related Records | ||
Collaterals | Used to list the collaterals related to the sales contract. | |
Progress Payments | Used to calculate progress payments for the contract related to a project. | |
Orders | Used to access orders which are generated over Sales Contracts. | |
Invoices | Used to access the invoices that are generated over sales contracts. | |
Info | ||
Record Info | Displays the time and the user of the first registry and the last modification of the sales contract definition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the sales contracts list. | |
Preferences | ||
Line Coloring | Used to color the lines of sales contracts list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales contract list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Displays the total number of records on the sales contracts list. | |
Reporting | ||
List Report | Used to report the records of sales contracts list collectively. | |
Grouped List Report | Used to list the sales contract records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales contracts list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the column headers to be displayed on the sales contracts list and their order. |