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This page allows you to authorize the selected contract that is in “Draft”, “Fresh” or “Returned” status. You can modify the contract details before authorizing it. Modifications to the customer, agreement, blanket sale order and order details can be done using this screen. This page allows you to save the modified details of the contract. Both the agreement and blanket sale order details can be authorized. On authorizing a contract, the status is updated to “Authorized”.
Select the “Authorize Contract” link at the top of “Select Contract“ page.
The “Authorize Contract” page appears.
The system displays the following field:
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Status |
The status of the contract. It can be either “Draft” or “Fresh” or “Returned”. |
Enter the following details:
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Contract No. |
The number identifying the contract (Alphanumeric, 18) Mandatory. The system checks for the validity of the contract number if it is not left blank. The number should not contain spaces and special characters excepting Hypen (“-“). If the contract mode is “Manual”, then the system checks for the existence of the number. |
The system displays the following field:
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Amendment No. |
The number identifying an amendment made on the contract. |
Enter the following field:
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Contract Date |
The date on which the contract was created (Date Format) Mandatory. The system checks if date is within calendar. Else an error message is displayed. |
The system displays the following field:
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Numbering Series |
The prefix and suffix for the contract number Mandatory. The numbering series that are related to contract are retrieved from the “Numbering Class” business component. |
Enter the following field details:
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Contract Type |
Use the drop-down list box to select the type of contract Mandatory. You can select from either “Blanket Sale Order” or “Agreement”. |
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Folder |
Use the drop-down list box to select the classification of the contract Mandatory. The values are populated from the “Category” business component in alphabetical order. |
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Contract Desc. |
The description of the contract (Alphanumeric, 100). |
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Zoom facility available. |
Enter the following fields in the “Customer Details” group box:
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Customer Code |
The code identifying the customer (Alphanumeric, 18) Mandatory. The system checks for the validity of the customer code. |
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Help facility available. |
The system displays the following field:
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Customer Name |
The name of the customer. |
Enter the following field details:
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Customer Address Id. |
Use the drop-down list box to select the address ID of the customer Mandatory. The system loads all the valid values for the customer code if the customer code is valid and if it is in “Active” status. |
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Bill To Customer Code |
Use the drop-down list box to select the code identifying the customer to whom the invoices are to be sent Mandatory. The system loads all the valid values for the customer code if the customer code is valid and if it is in “Active” status. The default value is set to the default value specified in the “Customer” business component. |
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Bill To Address Id. |
Use the drop-down list box to select the address ID of customer to whom the invoices are to be sent Mandatory. The system retrieves all the bill-to address Ids of all the bill-to customer codes. The default value of the bill-to address ID drop-down list box is set to the bill-to address ID of the default bill-to customer code. |
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Customer PO No. |
The number identifying the purchase order of the customer (Alphanumeric, 18). The system ensures that if the customer purchase order number is entered, then the customer purchase order rate should also be entered. |
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Customer PO Date |
The date on which the customer prepared the purchase order (Date Format). The system ensures that if the customer purchase order date is entered, then the customer purchase order number should also be entered. |
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Contact Person |
The name of the contact person (Alphanumeric, 6). The person recommended by the customer to be contacted. |
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Zoom facility available. |
The system displays the following details:
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Ref. Doc. Name |
The name of the reference document. |
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Ref. Doc. No. |
The number identifying the reference document. |
Enter the following details:
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Sales Person Code |
The code identifying the salesperson (Alphanumeric, 6). The system ensures that this field is not left blank. It also checks for the existence of the code and if it exists, the system retrieves the description of the salesperson code. |
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Help facility available. |
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Sales Person Name |
The name of the salesperson (Alphanumeric, 60). |
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Zoom facility available. |
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Sales Team Code |
The code identifying the sales team (Alphanumeric, 6). The system ensures that this field is not left blank. It also checks for the existence of the code and if it exists, the system retrieves the description of the sales team code. |
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Sales Team Desc. |
The description of the sales team (Alphanumeric, 60). |
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Zoom facility available. |
Check the box in the “Select” column of the multiline to select the contract number.
Click the “Save” pushbutton to save the details of the contract before authorization.
The system saves the changes if the data is already exists or else it saves any new data.
Click the “Authorize Contract” pushbutton to authorize the selected contract.
The system generates contract number automatically using numbering series. If generated number exists, then the system generates another number till a unique number is generated.
The system updates the contract status to “Authorized” if no errors are generated.
The system stores the system date to " Created Date" and the login user to "Created By".
To proceed, carry out the following
Select the “Authorize Agreement” link at the bottom of the page to authorize agreement details.
Select the “Authorize Blanket Sale Order” link at the bottom of the page to authorize blanket sale order details.
