Contract Info

The following fields are displayed on the Contracts Information page:

• Title: Descriptive name/title for contract, displayed in the Contract lookup. The Name field does not need to be unique.

• Contract ID: Used to uniquely identify this contract.

• Vendor ID: The vendor for the contract.

• Vendor Information: Contact information for the vendor, displayed from the Vendor module.

• Contract Terms: The Contract Terms section at the bottom of the window includes fields to indicate the terms and dates for the contract. By default, new contracts will be defined for Net 30 terms and a contract type of Repair Only.

  • Contract Terms: Use the available lookup to specify financial terms for the contract.

  • Contract Type: Use the available lookup to specify the type of contract, such as Repair Only or Full Coverage.

  • Contract Begin/End: Enter the begin and end dates for the contract.

  • Contract Cost: The contract rate/cost. Only dollar amounts can be entered into this field.

  • PO Number: Enter the PO for the contract, if applicable.

  • Status: The current status of the contract, based on the contract dates.

• Contract Overview: On the right side of the window, a summary of contract activity is displayed. The summary displays the number of work orders and assets associated with the contract. In addition, the total target hours / costs and actual hours / costs entered on associated work orders are shown.

1. Make your changes.

2. Click Save.