The contract details are recorded in the General and Details tabs of the Contract Details option located in the right mouse button menu of the Contract Record window. : 
General
The fields and functions of the tab are as follows:
Slip No: The contract record number.
Date: Indicates the contract record date.
Time: Indicates the contract record time.
Document No: Document number of the contract.
AR/AP Code/Title: The AR/AP info of the transaction. The recorded AR/AP records are listed and a selection is made.
Payments: Indicates the payment method of the material and/or service sold in the contract lines. The defined payment plans are listed by clicking on "..." icon and the appropriate plan is selected.
Trading Group: The trading group of the contract. The defined groups are listed, and a selection is made.
Approval Info: The approval info of the sales contract.
Start/End Date: The validity date range of the sales contract.
Proposal No: The proposal number that related to sales contract.
Opportunity No: The opportunity number that related to sales contract.
Aux. Code: This field can contain up to 10 alphanumeric characters. This field is not mandatory; it can also be used to process information not contained on the slip.
Authorization Code: This field can contain up to 10 alphanumeric characters, and is used to define authorizations on a per record basis. This field is not mandatory; it can also be used to process information not contained on the slip.
In the LOGO application, each user may be authorized to access different records depending on the job definitions. Planning must be the first step in order to define authorizations by record. First the records that the users or user groups can access are specified. Then separate authorization codes are assigned to records accessible by each authorization group.
Salesperson Code: The code of the salesperson performing the sales transaction. The salesperson code specified in the Sales Opportunities is automatically displayed, and cannot be changed.
Project Code: The project code of the contract. Defined projects are listed, and the appropriate definition is selected.
Quality Control Will Be DoneCheck Quantity: Indicates if the quantity control will be done for the material/services obtained by contract or not. If quantity control will be done, the order quantity cannot be more than contract quantity. Note:
| Warning |
|---|
| When contracts (subjected to quantity control) are wanted to be updated, it is not allowed to enter less quantity than the delivered quantity in slip line. Delivered contract lines cannot be deleted; these lines' material/service code info cannot be changed. |
Check Unit Price: Indicates whether or not the unit price control will be performed for materials or services to be procured through the contract. This option is checked if unit price control will be performed. If the unit price control is performed, the material/service unit price in order cannot exceed the unit price of material service defined in related contract.
Check Amount: Indicates whether or not the amount control will be performed for materials or services to be procured through the contract. This option is checked if amount control will be performed. If the amount control is performed, the order amount cannot exceed the contract amount.
Default Contract: This field is used to record the relevant contract as default on AR/AP basis. When this option is checked, the relevant contract will appear on browser in bold. There can be only a single default contract on AR/AP basis. The application warns the user when attempted to selected a second default contract. The overdue contracts cannot be selected as default. Sales Contract Line Info
The material/service info that will be obtained by sales contract is recorded through the lines on slip.
The lines consist of two sections separated with a line. The upper part of the line is used to record the Material and Service information and the Discount, Surcharge and Promotion information of the transaction in the line, while the discount, surcharge and promotion of the slip bottom are entered into the lower part.
The transactions of different materials and services can be recorded in the same slip lines. A separate line is added for each material and service transaction to be recorded in the slip. The lines where the transaction information is saved are called material/service line or material/service transaction. As many material/service lines as required can be added to a slip.
The discount, surcharge and promotion transactions to be applied to the material/service in the line are recorded in the line under the relevant transaction, by selecting a transaction type in the Type field.
The fields and functions of the slip line are:
Type: This field is used to specify and record the information about the material and services sold, and the surcharges and promotions to be applied to the transaction in the line and the contract bottom. A separate line is present in this section for discounts.
Code and Description: The name or description of the material or service sold. The Materials and Services are listed in both fields, and a record is selected.
Variant Code/Description: The code or description of the material variant in case the processed material in line is configurable. The defined material variants are listed by clicking on "..." icon on both fields, and a selection is made.
Quantity: The quantity of the material sold.
Undelivered Quantity: The undelivered quantity.
Unit: Indicates the currency of the sales transaction.
Unit Price: The unit price of the material or service sold.
Unit Price in F.Currency: Indicates the unit price in foreign currency of the material or service. The unit price information is entered by processing the currency type specified in the Currency Type field.
Competitor Firm Price: It is the unit price info of the competitor firm for the material or service in related contract line.
Competitor Firm Price in F. Currency: It is the competitor firm's material / service unit price info in f. currency.
F.Currency Type: This field is used to specify the currency if the transactions in the contract line are recorded using a different currency than the local currency. The currency type to be applied to the lines is specified in the Currency Type field. The F. Currency Types are listed and the appropriate option is selected.
%: The discount percentage to be applied to the transaction.
VAT: VAT rate defined in the Material or Service. Automatically displayed in the field.
Amount: The amount of the transaction. This value is calculated by the application using the data specified in the Quantity and Unit Price fields, and transferred into the field.
Amount in F.Currency: The amount of the transaction. This value is calculated by the application using the data specified in the Quantity and Unit Price fields, and transferred into the field.
VAT (I/E): Indicates whether or not VAT amount is included in the unit price of the material or service processed in the line. Each line of the slip is processed separately. VAT column contains Excluded and Included options.
Excluded is selected as default in the LOGO application.
Transaction Aux. Code: Used to group the slip lines, filter a group of information during report generation and to display the totals of the grouped information. This field can be used to record any necessary information that is not included in the slip.
Attention: The functions of the Transaction Aux. Code is different from the Aux. Code located at the top of the slip. The Aux. Code is a code pertaining to the slip bottom, while the Transaction Aux. Code can be used to group the transactions. Filtering can be done by Transaction Aux. Code information in all slip reports. However, the application does not sort the slips by Transaction Aux. Code.
Delivery Date: Indicates the material delivery date.
Payment Type: The payment type applied to the material in line. If a Payment Plan Code is specified in the service or material, the Payment Plan Code is transferred as default into the field when the material or service is selected. If a different plan will be used, the change can be made by clicking on "..." icon.
Project Code: The project code of the transaction in line. Defined projects are listed, and the appropriate definition is selected.
Description: The description of the line is entered into this field.
Delivery Code: It refers to the delivery code of the material. When an order is generated over the sales contract, this delivery code is transferred to the relevant field automatically.
The lower pane of the proposal slip displays the Currency Type and Reporting Currency fields, and the proposal amounts in local currency and reporting currency.
Details
The Reporting Currency Exchange Rate information of the invoice total is recorded in the Reporting section of the Details tab in the Contract Details window. The total amount in F. C. calculated by processing the value read from the daily exchange rates table and the invoice total are automatically displayed. If the transaction will be recorded with a different currency, a new currency value is entered or selected from the daily exchange rates table.
The Pricing Currency when Transferred section of the Details tab is used to indicate how the pricing currency exchange rate information of the slips will be transferred into the invoice. This field contains Use as is and Update Exchange Rate options. When "Use as is" is selected, the Pricing Currency information of the lines is directly transferred into the dispatches and invoices. When Update Exchange Rate is selected, the pricing currency exchange rate information is updated by processing the exchange rate information at the invoice date.
The Description field is used to record the general descriptions about the contract details.
The fields of the Shipping Info section are used to record the Delivery Type and the Shipping Agent who performs the delivery transaction.