Customer Info
This section is used to enter information about the customer stipulating the contract.
Type: The field used to specify the customer type. Contains the Individual, Consortium and Associations options. The related type is selected.
If the sales contract is generated over a sales proposal using the Generate Contract option, type info is populated automatically from the proposal record.
Code: The Customer, Consortium or Association code depending on the selection made on the type field. The Customers, Consortiums or Associations browsers open and the required definition is selected.
If the sales contract is generated over a sales proposal using the Generate Contract option, code info is populated automatically from the proposal record.
Description: The definition of the Customer, Consortium and Associations record. When the Code field is filled in, the description is transferred into this field. Related definition lists can also be accessed through the description field, allowing selections or new definitions.
If the sales contract is generated over a sales proposal using the Generate Contract option, description info is populated automatically from the proposal record.
Tender Type: Indicates the tender type which will apply for the relevant contract. The tender files are listed in Tender No field according to the selected tender type. This field lists two options: Announced Tender and Participated Tender.
If the sales contract is generated over a sales proposal using the Generate Contract option and proposal is related to a tender, tender type info is populated automatically.
Tender No: The tender record is selected according to the selected tender type. All announced or participated tenders are listed, and the required tender file is selected.
If the sales contract is generated over a sales proposal using the Generate Contract option and proposal is related to a tender, tender number info is populated automatically.
Proposal Number: Indicates the proposal given for materials to be purchased within the scope of the contract. Received proposal records are listed and the related definition is selected.
If the sales contract is generated over a sales proposal using the Generate Contract option, proposal number is populated from the proposal record automatically.
Shipment Info
The fields on this section are used to record shipment information.
Control Type:Indicates the shipment control method. It lists the following options:
- Amount Control
- Quantity Control
- Amount + Quantity Control
- General Amount Control
- Do Not Control
If Amount Control is selected, amount control is performed in slip lines and transfers. Contracts for which no amount is entered cannot be saved, and are ignored while transferring contracts to orders and dispatches. Slip can be saved without entering quantity.
If Quantity Control is selected, quantity control is performed in slip lines and transfers. Contracts for which no quantity is entered cannot be saved and are ignored while transferring contracts to orders and dispatches.
If Amount + Quantity Control is selected, both amount and quantity control is performed in slip lines and transfers. Contracts for which no amount and quantity is entered cannot be saved and are ignored while transferring contracts to orders and dispatches.
If General Amount Control is selected, general amount control is performed in slip lines and transfers. When a line is added to contract material/service list, control type is considered as General Amount Control for all lines and it cannot be changed.
Address Code / Description: Indicates the shipment address. Shipment addresses are listed, and the related definition is selected.
Account Code / Description: The relevant AR/AP, Consortium or Association to whom the shipment will be delivered.
If the sales contract is generated over a sales proposal using the Generate Contract option, account code and description info is populated automatically according to the AR/AP code specified in proposal record.
Previous Contract
Indicates the old sales contract. Recorded Sales Contracts are listed and the related definition is selected.
Work
This section is used to record information related to the work subject of the contract.
Start / End Dates: Used to determine start and end dates of the work subject of the contract.
Duration (day): Used to enter work duration.
Delivery Type: Indicates how the work will be delivered. Recorded delivery types are listed and the related definition is selected.
Delivery Location: Indicates where the work will be delivered.
Payment Info
The fields on this section are used to record payment plans, place of payments and account information.
Collateral
Used to record collateral amount and status information related to the contract.
Related Service
Service Code: Services which will be related to the invoices (generated in the relevant program modules) are selected in this field in Sales Contracts having association with the other modules. Services browser opens when clicked on the browse button, and the required record is selected. For instance, in contracts with Project Management association, the relevant service which will be related to the Service Sales Invoice generated in Finance > Leasing Records > Sales Contracts Payment Table line is selected.
Contracts with a Service Code generates a service line automatically when selected in Service Sales Invoices.
See. Project Management Progress Payment Invoices
See. Finance Management Leasing Records
Service Description: A description of the service which will be related to the invoices (generated in the relevant program modules) in Sales Contracts having association with the other modules.