Purchase contract information is recorded using the Purchase Contracts option located under the Transactions menu of the Purchasing Management module. The relevant buttons and options of the Info, Attached Records, Related Records and right click menu are used to record new contract or to modify existing definitions.
| New | Used to define a new purchase contract. |
| Update | Used to change contract information. |
| Delete | Used to delete purchase contracts one by one or in batches. |
| View | Used to view contract information. |
| Copy | Used to copy definition information into a new card. |
| Used to print purchase contracts. | |
Change Status | Used to specify the usage status of purchase contracts in transactions. This field has two options: Active and Passive purchase contracts cannot be used on slips and invoices. | |
Generate Document | Used to generate documents for the selected purchase contract. | |
Change Phase | Used to change the phase info of approved or cancelled contracts. | |
Generate Order | Used to generate order over the Purchase Contracts in Approved status. Multiple orders can be generated for a contract. AR/AP Code, Organizational Unit, Payment Plan, Purchase Employee 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. | |
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. | |
| Attached Records | |
|---|---|---|
Document Folder | The catalogue information used to track documents related to the service. | |
| Related Records | |
Collaterals | Used to list the collaterals related to the purchase contract. | |
Progress Payments | Used to calculate progress payments for contracts with project connection. | |
Orders | Used to access orders which are generated over Purchase Contracts. | |
Invoices | Used to access the invoices that are generated over purchase contracts. | |
| Info | |
Record Info | Displays the time and the user of the first registry and the last modification of the purchase contract definition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the purchase contracts list. | |
Preferences | ||
Line Coloring | Used to color the lines of purchase 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 purchase contract list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Displays the total number of records on the purchase contracts list. | |
Reporting | ||
List Report | Used to report the records of purchase contracts list collectively. | |
Grouped List Report | Used to list the purchase contract records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in purchase 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 purchase contracts list and their order. | |
