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This page allows you to short close the selected contract. No further transactions are allowed to the contract if it is short closed. You can short close a contract that is in “Authorized”, “Held” or “Under Amendment” status. You can select or enter the code that identifies the reason due to which you want to short close the contract. Only contract number and reason code can be entered in this page. All the other details are retrieved and displayed based on the contract number entered. The status of the contract is updated to “Closed”.
Select the “Short Close Contract” link at the top of “Select Contracts“ page.
The “Shortclose Contract” page appears.
The system displays the following field:
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Status |
The status of the contract. It can be ”Held”, “Authorized” or “Under Amendment”. |
Enter the following details:
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Contract No. |
The number identifying the contract (Alphanumeric, 18). The system checks for the validity of the contract number if it is not left blank. |
The system displays the following field:
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Amendment No. |
The number identifying an amendment made on the contract. |
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Contract Date |
The date on which the contract was created. |
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Numbering Series |
The prefix and suffix for the contract number. The numbering series that are related to contract are retrieved from the “Numbering Class” business component. |
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Contract Type |
The type of contract. It can be either “Blanket Sale Order” or “Agreement”. |
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Folder |
The classification of the contract. The values are populated from the “Category” business component in alphabetical order. |
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Contract Desc. |
The description of the contract. |
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Zoom facility available. |
The system displays the following field details in the “Customer Details” group box:
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Customer Code |
The code identifying the customer. |
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Customer Name |
The name of the customer. |
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Customer Address Id. |
The address ID identifying the address of the customer. |
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Bill To Customer Code |
The code identifying the customer to whom the invoices are to be sent. |
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Bill To Address Id. |
The address id of customer to whom the invoices are to be sent. |
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Customer PO No. |
The number identifying the purchase order number of the customer. |
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Customer PO Date |
The date on which the customer has prepared the purchase order. |
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Contact Person |
The name of the contact person. The person recommended by the customer to be contacted. |
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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. |
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Sales Person Code |
The code identifying the salesperson. |
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Sales Person Name |
The name of the salesperson. |
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Sales Team Code |
The code identifying the sales team. |
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Sales Team Desc. |
The description of the sales team. |
Enter the following field:
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Reason Code For Short Closing |
The code identifying the reason for which a sale order is to be 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 for its validity. If it is valid, then the description pertaining to the reason code is retrieved. |
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Help facility available. |
The system displays the following field details:
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Reason |
The description of the reason code. |
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Zoom facility available. |
Click the “Shortclose Contract” pushbutton to short close the selected contract.
The system updates the status of the contract to "Closed".
To proceed, carry out the following
Select the “View Agreement” link at the bottom of the page to view the agreement details.
Select the “View Blanket Sale Order” link at the bottom of the page to view the blanket sale order details.
