Sales Contracts

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.

Print

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. 
When attempted to generate order over the contracts of which Customer Info is Consortium, you must first select one of the AR/AP records in that Consortium.

Attached Records

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.