Contract Quantities
Created by Steve Palm, last modified by George Olney on 10-30-2017
Contract Header Fields (red cell indicates mandatory field) | |
|---|---|
Field Name | Description |
Template | Use this to automatically default fields to the template of your choice. Templates can be built / modified via the Contract Template maintenance screen. |
Type | Purchase or Sale |
Entity | Either a customer (Sale) or vendor (Purchase) |
Commodity | What you're selling |
Quantity | The total quantity of the contract along with UOM |
Contract Date | Indicates the date when the document was created |
Entity Contract | Your customer or vendor's contract number |
Contact | Contact person associated with the contract. An email can be sent from here. |
Position | What kind of logistics you're going to use (e.g. Shipment (ocean vessel), Delivery (truck). This configures the fields in the logistics screen. |
INCO/Ship Term | Used to indicate who's paying for the freight. INCO location indicates where ownership changes. |
Country |
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Pricing Type | |
Contract No | System assigned |
Salesperson |
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Contract Text | Text that prints on the contract. Example: terms & conditions. |
Signed | Checkbox: indicates that the farmer signed the contract. |
Printed | Checkbox: indicates that the contract was physically printed. |
Additional Info Tab | |
Documentation Tab | Allows the add of external documents to a given contract. |
DMS Tab | Similar to Documentation tab but allows more sophisticated managment of documents. This is an optional module. |
Audit Log Tab | History of the contract history (field level changes). |
Approval Tab | Workflow statuses |
Activities Tab | Task managment, intigrated into CRM. |
History Tab | History at the sequence level. |