Select Contract

This page allows you to select and select the contract for either authorizing or saving it before authorizing it. If the document number that identifies the contract is known, it can be entered or else a search process is carried out based on the type of contract, the status of the contract, the name of the customer, the code identifying the customer or by specifying a range for the contract date. You can also search by specifying the amendment number, by specifying a range for the contract number, bill to customer or address id. You can also specify the point from where the goods are ordered, ship to customer or address id, city, state, zip code, country ore salesperson name or code. You can also search by specifying sales team code or description. Only those contracts that are in “Fresh” or “Draft” or “Returned” status are retrieved in the multiline for authorization. The status of the contract(s) on authorization is updated to “Authorized”.

Select the “Authorize Contracts” link under the “Normal Sale Order“ business component.

The “Select Contract” page appears.

Enter the following field:

Doc. No.

The number identifying the contract (Alphanumeric, 18).

Select the “Authorize Contract” link provided along side document no. to authorize the details of the selected contract.
Enter the following details in the “Search Criteria” group box:

Customer Name Based Search	This check box is selected if the search process is done based on the customer name. In this case the customer code can be left blank.
Contract Type	Use the drop-down list box to select the type of the contract. You can select from either “Blanket Sale Order” or “Agreement”.
Status	Use the drop-down list box to select the status of the contract. You can select from “Draft”, “Fresh” or “Returned”. The system displays “Fresh” by default on launch of the page.
Customer Name	The name of the customer (Alphanumeric, 40).
	Zoom facility available.
Customer Code	The code identifying the customer (Alphanumeric, 18).
Customer Address Id.	The address ID of the customer who has raised the contract (Alphanumeric, 6).
Contract Date From	The starting date in the range of dates from which the contract details must be retrieved (Date Format). The value entered in this field must be less than the system date and the date entered in the “To” field. The system date is displayed by default on launch of the page.
Contract Date To	The ending date in the range of dates from which the contract details must be retrieved (Date Format). The value entered in this field must be less than the system date and greater than the value entered in the “Contract Date From” field.
Amendment No.	The number identifying an amendment made on the contract (Alphanumeric, 18).
Contract No. From	The starting number in the range of contract numbers for which the details are to be retrieved (Alphanumeric, 18). You can also enter the number in full or specify it partially using the “*” character. The system lists all the contract numbers that are greater than or equal to the value entered here. If this field is left blank and the “To” field is entered, then the system retrieves the contracts starting from the first contract number till the contract number specified in the “To” field.
Contract No. To	The ending number in the range of contract numbers for which the details are to be retrieved (Alphanumeric, 18). The system lists all the contract numbers that are lesser than the value entered here. The number entered here must be greater than the number entered in the “Contract No. From” field.
Sales Channel	The sales channel to which the customer is attributed (Alphanumeric, 6).
Currency	The currency applicable to the contract (Alphanumeric, 5).
Bill To Customer Code	The code identifying the customer to whom the invoices are to be sent (Alphanumeric, 18).
Bill To Address Id.	The address id of customer to whom the invoices are to be sent (Alphanumeric, 6).
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer (Alphanumeric, 16).
Ship To Customer Code	The code identifying the customer to whom the item is to be shipped (Alphanumeric, 18).
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 6).
City	The name of the city in which the customer resides (Alphanumeric, 40).
State	The name of the state in which the customer is located (Alphanumeric, 40).
Zip Code	The zip code applicable to the address (Alphanumeric, 20).
Country	The name of the country to which the state belongs (Alphanumeric, 40).
Sales Person Name	The name of the salesperson (Alphanumeric, 60).
	Zoom facility available.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6). The system checks for the existence of the code and if the code exists, then the system retrieves the salesperson description.
Sales Team Desc.	The description of the sales team (Alphanumeric, 60).
	Zoom facility available.
Sales Team Code	The code identifying the sales team (Alphanumeric, 6). The system checks for the existence of the sales team code and if the code exists the system retrieve the description of the sales team.

Click the “Search” pushbutton to retrieve the details of the contract.

The system displays the following details based on the result of the “Search Criteria” group box in the “Search Results” multiline:

Contract Type	The type of contract. It can be either “Blanket Sale Order” or “Agreement”.
Contract No.	The number identifying the contract.
	Data hyperlink.
Status	The status of the contract.
Currency	The currency applicable to the contract.
Customer Code	The code identifying the customer. The system checks for the validity of the customer code.
Customer Address Id.	The address ID of the customer who has placed the contract.
Bill To Customer Code	The code identifying the customer to whom the invoices are to be sent.
Bill To Address Id.	The address id of customer to whom the invoices are to be sent.
Ship To Customer Code	The code identifying the customer to whom the item is to be shipped.
Ship To Address Id.	The number identifying the customer address to which the items are to be shipped.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Sales Person Name	The name of the salesperson.
Sales Team Desc.	The description of the sales team.

Check the box in the “Select” column of the multiline to select the sale order.
Click the “Authorize Contract” pushbutton to authorize the selected contract.

The status of the document is updated to “Authorized” if no errors are generated.

To proceed, carry out the following

Select the “Authorize Contract” link at the top of the page to authorize contract details.