Introduction
This screen allows you to search for contracts that have been created. You can obtain an overview of the contracts created by defining one or more of the following criteria.
Menu path
Customers/Reports/Contracts/Search
Roles & rights
All users can search for contracts. However, users can export contracts only if they have function right 491 – Allows to export contracts for customers/resellers. Users with the F&A staff or Marketing manager role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Button
Show
Click this to display the contracts based on the defined criteria.
Note: After this button is clicked, you will see the Search, New, and Export buttons. The New button is available only when you have defined an account at Account under the Account section in the search criteria.
Search
Click this to search for more contracts.
Note: This is available only after you have clicked the Show button.
New
Click this to create another contract for the selected account. For more information on creating contracts, see Creating and Modifying Contracts.
Note: This is available only after you have defined an account at Account under the Account section in the search criteria and clicked the Show button.
Export
Click this to export the contracts to Microsoft Excel. For more information on exporting contracts, see Exporting Contracts.
Note: This is available only after you have clicked the Show button.
Reset
Click this to clear the defined criteria so that you can start a new search.
Count
Click this to view the total number of contracts based on the defined criteria.
Note: After this button is clicked, you will see the Result button.
Result
Click this to view the list of contracts based on the defined criteria.
Note: This is available only after you have clicked the Count button.
Default
Click this to reset the search fields and columns for the search results to the default settings.
Close
Click this to exit.
Description
Criteria section
Contract
Type a contract number to search for contracts with the defined number. You can leave this blank to search for all contracts. For more information on how to create and modify contracts, see Creating and Modifying Contracts.
Status
Select the relevant status to search for contracts with the matching status. Select Invalid to search for contracts that have not been validated or Valid to search for contracts that have been validated. You can leave this blank to search for contracts with any status.
Division
Type or select a division to search for contracts belonging to the selected division. You can leave this blank to search for contracts from any division. For more information on divisions, see Overview of Divisions.
Assortment
Select an assortment to search for contracts with the selected assortment. You can leave this blank to search for contracts with any assortment. For more information on assortments, see Overview of Assortments.
Country
Type or select the country to search for contracts from the selected country. You can leave this blank to search for contracts from any country. For more information on countries, see Overview of Countries.
Item
Type or select an item to search for contracts that contain the selected item. You can leave this blank to search for contracts with any item. For more information on how to create and modify items, see Creating and Modifying Items.
Date section
Start date
Type or select a start date or a range of start dates to search for contracts with the selected start date(s). You can leave this blank to search for contracts with any start date.
Note: Typing or selecting only the start of a date range will display results for contracts with a start date that are dated on and after it. Typing or selecting only the end of a date range will display results for contracts with a start date that are dated on and before it.
Prolongation: Date
Type or select a prolongation date or a range of prolongation dates to search for contracts with the selected prolongation date(s). Select the Not specified check box to search for the contracts that do not have any prolongation date defined. You can leave this blank to search for contracts with any prolongation date.
Note: Typing or selecting only the start of a date range will display results for contracts with a prolongation date that are dated on and after it. Typing or selecting only the end of a date range will display results for contracts with a prolongation date that are dated on and before it.
Final date
Type or select a final date or a range of final dates to search for contracts with the selected final date(s). Select the Not specified check box to search for contracts that do not have a final date defined. You can leave this blank to search for contracts with any final date.
Note: Typing or selecting only the start of a date range will display results for contracts with a final date that are dated on and after it. Typing or selecting only the end of a date range will display results for contracts with a final date that are dated on and before it.
Account section
Account
Type or select an account to search for contracts that are linked to the selected account. For more information on how to create and modify accounts, see Creating and Modifying Accounts.
Account: Status
Select the relevant account status to search for contracts with the matching account status. Select one or more of the following:
- Active – Select this check box to search for contracts with active accounts.
- Blocked – Select this check box to search for contracts with blocked accounts.
- Inactive – Select this check box to search for contracts with inactive accounts
- Not validated – Select this check box to search for contracts with not validated accounts.
- Passive – Select this check box to search for contracts with passive accounts.
- Pilot – Select this check box to search for contracts with pilot accounts.
- Reference – Select this check box to search for contracts with reference accounts.
You can leave all the check boxes blank to search for contracts with any status. For more information on account statuses, see Searching for Accounts.
Account: Type
Select an account type to search for contracts with the matching account type. You can leave this blank to search for contracts with any account type. For more information on account types, see Creating and Modifying Accounts.
Templates section
You can save your search criteria as a template. For more information, see Creating and Modifying Search Template.
Customize
Click Customize at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving. Take note of the following fields/sections/columns:
Columns section
You can add or remove the columns for the search results based on the information that you want to view. You can arrange the order of the columns by clicking the Up or Down buttons. There are various columns that you can select such as Contract, Account, Item, and many more.
Criteria section
None: License (Linked)
Select this check box to search for contracts that do not have license linked to the contract.
None: Service item (Active)
Select this check box to search for contracts that do not contain active service items.
Date section
Created date
Select the date range to search for contracts created on the selected date(s). You can leave this blank to search for contracts created on any date.
Note: Typing or selecting only the start of a date range will display results for contracts with a created date that are dated on and after it. Typing or selecting only the end of a date range will display results for contracts with a created date that are dated on and before it.
Modified date
Select the modified date range to search for contracts with the selected modified date. Contracts that were modified within the specified date range will be displayed. You can leave this blank to search for contracts with any modified date.
Note: Typing or selecting only the start of a date range will display results for contracts with a modified date that are dated on and after it. Typing or selecting only the end of a date range will display results for contracts with a modified date that are dated on and before it.
Free fields section
This section is available only if you have defined the contract free fields. For more information on defining contract free fields, see Defining Free Fields for Accounts, Contacts, Addresses, and Contracts. You can select the defined free fields to be displayed as part of the search field(s) at the Contract: Search screen.
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