Contract Maintenance

The Contract Maintenance module allows the user  to create a Contract List for a customer when a customer and company negotiated a price for all the items that he requires for a certain project.

Before creating a Contract List, the user must setup a customer account through the Customer Maintenance. Please refer to the Main - Main Information and Main - Other Information for creation of a new customer.

Customer: The user must enter the customer number of perform a search to look up the customer and the following information will be displayed automatically based on the account.

Contract Number: This field will be generated automatically by the system when the user press enter. This contract number will be unique for this contract. An existing contract number list can be recalled at this time once the customer number has been entered.  The user can type in the contract number or press F1 to search and press enter and the following screen will pop-up:

The user can double click on the list to recall or highlight the line and press enter.  Once the list is displayed, the list can be modified if need be.

Contact: This field is to enter the contact name for this Contract.

Project: The user can type in Details for this Contract. This field is alpha-numerical and contains 3 lines of 50 characters. Once the detail entered, the user must press tab to go to next field.

Start Date: Type in the start date or press CTRL-P and the following calendar will pop-up and the user can choose the starting date of the Contract.

End Date: Type in the end date or press CTRL-P and the following calendar will pop-up and the user can choose the ending date of the Contract.

Confirm Date: Type in the Confirm date or press CTRL-P and the following calendar will pop-up and the user can choose the confirm date of the Contract.  This date confirms the contract list.

Reference: This field would represent a description for this Contract such as "ABC Outdoor Project". This field is alpha-numerical and contains 40 characters.

User Name: The user can press enter to accept the user.

Product Sku: Enter the product that the customer would like to add on their Contract or perform a search to find the actual product.

Ordered: Enter the quantity that the customer needs for this project.

Price: Press enter to accept the price suggested by the system based on the customer account or override the price to give customer a better price.

Discount: The user can give a discount by typing in a discount and press enter.

The system will display the sub-total and the Total of the gift registry list at the bottom of the screen.

Once all the products are entered, the user will press ALT and F4 to exit the Contract and the system will generate the Contract number and will show you the actual List number.

Press OK on this to continue.