Contracts
The Contracts module stores information on contracts maintained on assets. Contracts can be tied to one or more assets or asset classifications. Each contract maintains information about contract dates, vendor and costs. In addition, notes and documents can be tied to each contract and customers.
The full Contracts module is accessible from the module menu. In addition, contracts are accessible from the Asset Work Center on the Contracts sub-tab.
Access the Contracts module:
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Choose between two options:
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Click the Open button on the toolbar.
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Click the Module menu button displayed in the List pane.
The Module menu will display.
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Click the Contracts link in the module menu.
The Contracts module window opens. From this window you can select a contract or create a new contract.
Display existing contract records within Contracts module lookup window, use the following filter controls:
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In the Asset Hierarchy panel on the left of the lookup window, select a node of the Asset List or a specific asset to display only contracts associated with that asset or set of assets.
The Repair Center drop-down menu in the upper-left-hand corner of the window limits the Asset Hierarchy display to only assets associated with the designated repair center. However, all locations appear in the tree, regardless of their repair center association.
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Click the All Levels check box in the upper-right to view contracts for all levels below the selected node of the Asset Hierarchy, instead of just those associated with the current asset or node.
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Select an alpha/letter tab to filter contract names by the letter with which they begin.
If contract data may have changed since accessing Contract lookup window, click the Refresh button at the bottom of the window.
Search for a specific contract within the displayed contracts:
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In the Search By drop-down menu, select the field for which to conduct the search.
You can search by the following fields:
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Vendor: Allows you to search by the vendor associated with a contract.
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Contract Title: Allows you to search for a contract by its title.
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Contract Number: Allows you to search for a contract by its contract number.
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Contract Type: Allows you to search for a contract by its type.
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In the Search Value field, type the value for which to search based on the field defined in the Search By field.
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Click the arrow button to execute the search.
The Contracts list refreshes with records matching your search criteria.
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Click the record you want to view.
The record is highlighted.
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Click the View button on the bottom-right part of the Lookup window.
The Contract Information window opens. You can use the available tabs to navigate the contract, view data, and edit data as needed.
Filter the Contracts Module Lookup