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Exact Synergy Enterprise   
 

Creating and modifying contracts

Menu path

Modules ? Customers ? Reports ? Contracts ? Search

Introduction

This page allows you to create, edit, and delete contracts. Furthermore, you can export the contract card to Microsoft Word by clicking  at the top right of the contract card so that the contract card can be printed and saved for future reference.

Roles & rights

To create or edit contracts, function right 28 – Maintain Contracts is required. To delete contracts, function right 327 – Allows to delete contracts is required. Users with the F&A staff role have these function rights. 

Note:

  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles. 

What version are you using?

The information in this document is based on product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Click New, and then click the relevant hyperlink for the assortment in the Code or Description column.
  4. Define the relevant fields.
  5. Click Save. 

Keep in mind: Fields with the “!” icon are mandatory.

How do I view the details of a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show, and then click the relevant hyperlink for the contract in the Contract column.

How do I edit a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract under in the Contract column, and then click Edit.
  4. Define the relevant fields, and then click Save.

How do I delete a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract in the Contract column, and then click Edit.
  4. Click Delete.

How do I validate a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract in the Contract column.
  4. Click Edit, and then click .
  5. Click Validate.

How do I add items related to the existing items in the contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract in the Contract column.
  4. Click Edit, and then click Related items.
  5. Select the Add check boxes of the related items.
  6. Define the relevant fields, and then click Add.

How do I add an item to a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract in the Contract column.
  4. Click Edit, and then click Single.
  5. Define the relevant fields.
  6. Click Save. 

Keep in mind: Fields with the “!” icon are mandatory. 

How do I add more than one item to a contract?

  1. On the Contracts: Search page, define the fields.
  2. Click Show.
  3. Then, click the relevant hyperlink for the contract in the Contract column.
  4. Click Edit, and then click Multiple.
  5. Define the relevant fields.
  6. Click Save.

Keep in mind: Fields with the “!” icon are mandatory.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.443.813
 Assortment: Exact Synergy Enterprise  Date: 08-02-2018
 Release:  Attachment:
 Disclaimer

Attachments
ESE - OH261 - Creating and modifying contracts.docx 25.8 KB View Download