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 Done: 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.
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.