The sales activity option used to record the contract information after the sales is performed. This option is located under Purchase Proposal Management option of the Purchasing section.
Contracts are documents used to enter vendor commitments during the purchasing process. Information such as delivery dates, materials and payment methods is specified with the contract before purchase order generation.
The contract information can be recorded using purchase contracts option or through approved proposals. If the transaction is performed through approved proposal, "Add Contract" option located in the F9/right mouse button menu of the Purchase Proposals List is used.
Purchase Contract transactions are performed using the related menu options.
|
New |
Used to record a new Purchase Contract. |
|
Update |
Used to modify purchase contract information. |
|
Delete |
Used to delete the purchase contract. Purchase contracts that are approved or linked to proposals cannot be deleted. |
|
View |
Used to view the purchase contract. Slip information displayed using this option cannot be changed. |
|
Find |
Used to search for the required record on the contract list sorted by date, slip number, document number, aux. code or authorization code. |
|
Copy |
Used to copy contract information into a blank card. Provides ease of use by allowing fast data entry. |
|
Multiple Delete |
Used to delete the selected purchase contracts in batch. Purchase contracts that are approved or linked to proposals can not be deleted. |
|
Used to print the purchase contract. |
|
|
Send |
Used to send purchase contract to the related AR/AP. |
|
Batch Sending |
Used to send purchase contract to the related AR/AP in batch. |
|
Filter |
Used to display the Purchase Contracts list with the records matching the requested characteristics. |
|
Approval Info |
Used to change the purchase contract approval status. In order to change more than one contract's status, firstly related contracts are checked and then by using "Approve" option of F9 menu, all status changes are done in batch. |
|
Add Order |
It is used to generate order over the purchase contract. Approval info is not taken into account. |
|
Workflow History |
Displays the workflow history for purchase contracts if the Work Flow Management feature is used. |
|
Record Information |
Displays the time and the user of the first registry and the last modification of the purchase contract. |
|
Number of Records |
Used to display the total number of purchase contract records. |
|
Refresh |
Used to refresh the Purchase Contracts list. |
|
Back to Defaults |
Used to display the Purchase Contracts list with pre-defined sizes. |
|
Lock |
It is used to lock the relevant record. Users are not allowed to make changes on a locked record. Approval information of a purchasing contract that is locked cannot be changed. |
|
Unlock |
It is used to cancel locking. |
|
Multiple Lock |
It is used to lock the selected records at once. Users are not allowed to make changes on locked records. |
|
Multiple Unlock |
It is used to unlock multiple records. |
|
Create Shortcut |
Used to create shortcuts of the records. |
|
Send Shortcut |
Used to send the created shortcuts to related users. |