Help on Contract

This page allows you to search and select the contract and transfer the details to the required field. You can search the contract number by specifying search details. The system retrieves the search results in the multiline. You can select the contract number from the multiline and click the “OK” pushbutton to transfer it to the required page.

Click the lens icon positioned next to the “Contract No.” field.

The “Help on Contract” page appears.

Enter the following fields in the “Search Criteria” group box to search for the Contract:

From Contract No.	The contract number from which you want to retrieve the contract details.
To Contract No.	The contract number until which you want to retrieve the contract details.
Org. Unit	Use the drop-down list box to specify the OU of the contract number. The combo is loaded with all the OUs where the “Sales of Service” component is deployed.
Status	Use the drop-down list box to select the status of contract by which you want to retrieve the contract details. The combo is loaded with the values “All”, “Draft”, “Fresh”, “Authorized”, “Deleted”, “Under Amendment” and “Terminated”. The system displays “All” by default on launch of the page.
From Contract Date	The date from which you want to retrieve the contract details.
To Contract Date	The date until which you want to retrieve the contract details.
Contract Type	Use the drop-down list box to select the type of the service contract details.
LOI Received	Use the drop-down list box to specify whether the LOI is received or not. The combo is loaded with the values “Yes” or “No”. The system displays yes by default.
Contract Paper Issued	Use the drop-down list box to specify whether the contract paper is issued or not. The combo is loaded with the values “Yes” or “No”. The system displays yes by default.
Contract Paper Received	Use the drop-down list box to specify whether the contract paper is received or not. The combo is loaded with the values “Yes” or “no”. The system displays yes by default.
Contract Start Date	The start date of the contract by which you want to retrieve the contract details.
Contract Expiry Date	The expiry date of the contract by which you want to retrieve the contract details.
Currency	Use the drop-down list box to select the currency applicable for the contract. The system displays the base currency by default.
Customer Code	The code of the customer by which you want to retrieve the contract details.
Customer Name	The name of the customer by which you want to retrieve the contract details.
Cost Sheet No.	The cost sheet number of the contract by which you want to retrieve the contract details.
RFQ No.	The RFQ number of the contract by which you want to retrieve the contract details.
Opportunity No.	The opportunity number of the contract by which you want to retrieve the contract details.
Site Assessment No.	The Site Assessment number of the contract by which you want to retrieve the contract details.
Site ID.	The Site ID of the contract by which you want to retrieve the contract details.
Site Address	The Site address of the contract by which you want to retrieve the contract details.
Show Site Details	Select the check box to retrieve the contract details with respect to the Site details.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:

Contract No.	The number identifying the contract.
Contract Date	The date on which the contract is created.
Org. Unit	Indicates the OU of the contract number.
Latest Amendment No.	The latest amendment number of the contract
Status	The status of the contract.
Site ID.	The identification code of the site.
Site Address	The address of the site.

Note: Site ID and Site Address columns will be visible only when "Show Site Details" list box is selected.

Cost Sheet No.	The number identifying the cost sheet associated to the contract.
Contract Type	The type of the contract.
Customer Code	The code identifying the customer to whom contract was raised.
Customer Name	The name of the customer.
RFQ No.	The number identifying the RFQ associated to the cost sheet.
Opportunity No.	The opportunity number associated to the cost sheet.
Site Assessment No.	The number identifying the site assessment associated to the cost sheet.

Check the box in the “Select” column of the multiline to select the contract number.
Click the “OK” pushbutton.