Sales contract information is recorded using the New option located on the Sales contracts List.
The Sales Contract window is used to record the following information through the following options:
- General Info
- Material / Service List
- Administrative Specification Info
- Advance and Back Payments
- Notes
Contract Heading Info
Slip No: The tracking number of the sales contract. A mandatory field of 16 characters long. Alphanumeric characters can be used to enter the number. The slips are sorted by their numbers.
Slip Date: The record date of the slip. The Slip Date field is mandatory. The slips are also sorted by their numbers.
Hour: Indicates the hour that the slip is recorded.
Auxiliary Code: A secondary code field used to classify slips. Contains 10 characters. The Aux. Code allows the user to group the slips according to certain company specific criteria and to generate reports. The user can use this field to record any necessary information that is not included in the slip.
Authorization Code: Used to define detailed authorizations. The string is 10 characters long. Each user may be authorized to use different records depending on job definitions. The user with the authorization code entered here will be authorized to process the record.
Level: Indicates the current level of the contract. Recorded contract levels are listed and the related definition is selected.
Start / End Date: Indicates the contract start / end date.
Salesperson: Indicates the salesperson who is responsible for the contract. It lists previously defined employees and the relevant employee is selected. If contract is generated over the proposal, salesperson is transferred to the field automatically.
Registry Number: The employee number of the employee stipulating the contract. Recorded employee definitions are listed and the related definition is selected. The name, surname and task of the selected employee are transferred into the related fields.
Org. Unit: The organizational unit related to the contract. Recorded organizational units are listed and the related unit is selected.
Department: The department related to the contract. Recorded department definitions are listed and the related definition is selected.