Procedures
Contract With
Access the Contract With page
From the Main Menu, select Contracts | Work with ‘Contract With’ records.
The ‘Contracts With’ list Page is displayed.
Use the Column Headers and the Page Navigation Panel to search and navigate the Contact With list. Click a Contract With record to open that record.
Add a Contract With record
A new Contracts With can be added from:
The Contracts With list page,
The Contracts With page.
To add a new Contract With record:
Access the Contract With list page.
Hover over, or click the Menu Options icon, then click the ‘ New Contract With’ 1 option.
Or, from the ‘Contracts With’ list page, click on a Contract With record in the list to open the ‘Contract With’ page. Hover over, or click the Menu Options icon, then click the ‘ New Contract With’ 1 option.
The ‘New Contract With’ window opens. Complete the Contract With details in the window (see New Contract With window elements for details on each field).
Click the Save 14 icon to complete adding the new Contract With record. The Contract With page will display with this new record. Clicking the cancel 15 icon will close the ‘New Contract With’ window without saving the record.
‘New Contract With’ window elements
|
| ‘New Contract With’ window elements |
ID | Element | Description |
1 | ‘Type’ field | Select the Contract With ‘Type’. |
2 | ‘Trading or Short Name’ field | Enter the Contract With name. |
3 | ‘Legal Name’ field | Enter the Legal Name of the Contract With. |
4 | ‘Street Address’ field | Enter the Street Address of the Contract With. |
5 | ‘Postal Address’ field | Enter the Postal Address of the Contract With. |
6 | ‘Website’ field | Enter the Website of the Contract With. |
7 | Help Reference icon | Click this icon to see further information about the Reference field |
8 | ‘Reference’ field | Enter the Reference of the Contract With. |
9 | Perform Business Search icon | Click this icon to Perform a Business Search for the reference number. |
10 | ‘Telephone’ field | Enter a contact number of the Contract With. |
11 | ‘Fax’ field | Enter a Fax number of the Contract With. |
12 | ‘Email’ field | Enter a contact Email Address of the Contract With. |
13 | ‘Entity verified in accordance with procurement policy.’ selector | Select this tick box if this Contract With is verified. |
14 | ‘Save’ icon | Click this icon to save the Contract With record. |
15 | ‘Cancel’ icon | Click this icon to Close the ‘New Contract With’ window. |
View or Edit a Contract With
Access the Contract With list page.
Click on a Contract With record in the list. The ‘Contract With’ page 1 is displayed. Click each tab 2 to view the details of that tab. Update the Detail or Custom fields as required if you have Edit assess.
Note: The Linked Contracts tab displays all Contracts with this Contract With.Hover over, or click the Menu Options icon, then click the Save 1 option.
Print a Contract With record
Access the Contracts With list page. [The ‘Contracts With’ list page][] is displayed.
Click on the Contract record to display its details. The ‘Contract With’ page is displayed with that record.
Hover over, or click the Menu Options icon, then click the Print Preview 1 option.
A Preview Page opens showing a Report for this Contract With. Navigate, search, print and/or save the Report using the Preview Page Toolbar.
Click the Preview Page’s ‘Close’ icon 2 when done.
Delete a Contract With record
Access the Contracts With list page. [The ‘Contracts With’ list page][] is displayed.
Click on the Contract record to display its details. The ‘Contract With’ page is displayed with that record.
Hover over, or click the Menu Options icon, then click the Delete 1 option.
The ‘Confirm’ delete window appears. Click Yes to delete, or click No to Cancel.
Manage Contract With Notes
Notes can be added by all users.
Access the Contract With list page. The ‘Contract With’ list page is displayed.
Click on the Contract With record to display its details. The ‘Contract With’ page is displayed with that record.
Click the Notes tab.
Add a Contract With Note
All positions that can view a Contract With record can add notes to the record.
Click the Add Note 1 icon.
Enter the Note text in the edit area 1. Click the Save icon 2 to save this note.
Or, click the Cancel 3 icon to stop adding the Note.
Edit a Contract With Note
Click the Edit Note 1 icon on the Note to update.
Update the Note text in the edit area 1. Then, click the Save 2 icon to save these changes.
Or, click the Cancel 3 icon to stop updating the Note.
Delete a Contract With Note
Click the Delete Note 1 icon on the Note to delete.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
Update Custom Fields
The ‘Custom Fields’ tab is only displayed if Custom Fields have been configured by the Administrator. Custom Fields are your organisations required extra Contract information extended from the Details tab.
Access the Contract With list page. The ‘Contract With’ list page is displayed.
Click on the Contract With record to display its details. The ‘Contract With’ page is displayed with that record.
Click the Custom Fields tab. The Custom Fields tab is displayed. Update the Custom fields as required.
Hover over, or click the Menu Options (Hamburger) icon, then click the Save 1 option.
Manage Contacts
Access the Contract With list page. The ‘Contract With’ list page is displayed.
Click on the Contract With record to display its details. The ‘Contract With’ page is displayed with that record.
Click the Contacts tab.
This tab displays all Contacts with this Contract With.
Add a Contact
Click the New Contact 1 icon.
Enter the Contact fields 1 through 9. See New Contact window elements for more information on each field. Click the Save 10 icon to save this Contact.
Or, click the Close 11 icon to cancel adding the Contact.
New Contact window elements
|
| ‘New Contact’ window elements |
ID | Element | Description |
1 | ‘First Name’ field | Enter the First Name of the Contact. |
2 | ‘Surname’ field | Enter the Surname of the Contact. |
3 | ‘Title’ field | Enter the Title of the Contact. |
4 | ‘Telephone’ field | Enter the Telephone of the Contact. |
5 | ‘Fax’ field | Enter the Fax of the Contact. |
6 | ‘Email’ field | Enter the Email address of the Contact. |
7 | ‘Mobile’ field | Enter the Mobile/Cell of the Contact. |
8 | ‘Key Contact’ checkbox | Select if this Contact is a Key Contact. This value is for display purposes and does not effect any processing. |
9 | ‘3rd Party Contact’ checkbox | Select if the Contact is a 3rd Party Contact. This value is for display purposes and does not effect any processing. |
10 | ‘Notes’ field | Enter any additional Notes about this Contact. |
11 | ‘Save’ icon | Click this icon to save the Contact. The ‘New Contact’ window will close and a confirming message will be displayed. |
12 | ‘Close’ icon | Click this icon to close the window and cancel adding this Contact. |
Edit a Contact
Click the Edit Contact 1 icon on the Contact to edited.
Update the Contact fields as required. See New Contact window elements for more information on each field. Then click the Save 1 to save these changes.
Or, click the Close 2 icon to cancel updating the Contact.
Delete a Contact
Click the Delete Contact 1 icon on the Contact to delete.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
View Linked Contracts
This tab display all contracts linked to this Contract With.
Access the Contract With list page. The ‘Contract With’ list page is displayed.
Click on the Contract With record to display its details. The ‘Contract With’ page is displayed with that record.
Click the Linked Contracts tab.
Optionally, click any Contract in the Linked Contracts list to open that Contract.
Manage Other Links
The Other Links window displays the module records that are linked to this Contract With.
Access the Contract With list page. The ‘Contract With’ list page is displayed.
Click on the Contract With record to display its details. The ‘Contract With’ page is displayed with that record.
Hover over, or click the Menu Options icon, then click the Other Links 1 option.
Click on a module 1 tab to view that modules record’s that are linked to this contract With.
Add a new Link
Click the Links field 1 icon.
Click on the record 2 to be linked.
This record will appear in the Links field 3. Click the Link 4 icon to link the record.
The Linked record 5 will appear in the linked list.