Select Contracts

Select Contract

This page allows you to search and select a contract for putting a contract on hold or for releasing a contract that is put on hold. Tell me more

Select the “Hold 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 “Hold-Release Contract” link provided along side document no. to hold or release 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”, “Authorized”, “Returned” or “Held”. The system displays “Authorized” 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, 20).
Sales Person Name	The name of the salesperson (Alphanumeric, 60).
	Zoom facility available.
Sales Person Code	The code identifying the salesperson (Alphanumeric, 6).
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).

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.

Enter the following field:

Reason Code	The code identifying the reason for which a sale order is held or released (Alphanumeric, 5). The system ensures that this field is not left blank. The system checks for the existence of the code and also checks for its validity. If it is valid, then the description pertaining to the reason code is retrieved.
	Help facility available.

The system displays the following field details:

Reason	The description of the reason code.
Currency	The currency applicable to the contract.
Customer Code	The code identifying the customer.
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 contract number.
Click the “Hold Contract” pushbutton to hold the selected contract(s).

The system holds all selected contract numbers from any further transactions. Neither Release Order nor Sale Order can be generated. The status of the selected contract is updated to “Held”.

Click the “Release Contract” pushbutton to release the selected contracts that are in “Hold” status.

The system releases all selected contracts. The order status is set to the status prior to putting the Sale Order on Hold.

To proceed, carry out the following

Select the “Hold-Release Contract” link at the top of the page to hold or release the selected contract.

Select Contract – An Overview

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”, “Authorized” or “Returned” or “Held” status are retrieved in the multiline. The code that identifies the reason for which a contract is put to hold or released can be entered in this page. The status of the contract(s) on putting it to hold is updated to “Held” status.

This page also allows you to search and select contract(s) for releasing it for further transaction. The status of the released sale order is updated to the status in which it was in prior to putting it to “Hold”.

Prerequisite

The reason code should be defined in the “Create Category Type” activity of the “Category” business component.