Select Contracts

Select Contract

This page allows you to select the release note for short closing. 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.

Select the “Short Close 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 “Short Close Contract” link provided along side document no. to short close 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 for which the details are to be short closed. You can select from “Authorized”, “Held” or “Under Amendment”. 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, 40).
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 short closed (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 “Short Close Contract” pushbutton to short close the selected contract(s).

The status of the selected contract is updated to "Closed".

To proceed, carry out the following

Select the “Short Close Contract” link at the top of the page to short close the selected contract.

Prerequisite

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