View the Contracts for an Organisation, Company or District

Activity Steps

  1. Open the Organisation, Company or District.
  2. Select the Contracts tab.
  3. Enter the following search criteria as required.
    • Valid As Of—Limit the search to contracts that have any overlap of the contractual Start Date to End Date date range with the selected validity date or date range. The date selector has the following options:
      • Month—Select a single month of a selected calendar year. Default: The current month.
      • Quarter—Select a single quarter of a selected calendar year.
      • Year—Select a single calendar year.
      • Date Range—Specify any start and end date.
      • Today—Set the date range to the current date.
      • Clear—Ignore the validity date as a search criterion.
    • Contract Types—Select from Finance Service, Freight, Purchase, Sales, Service and Repurchase.
    • Contract Categories—Select from the Contract Category list items defined in the List Editor. Selecting the None item returns contracts that have no contract category assigned.
    • Companies—The seller of a sales contract; the buyer of a purchase contract; or the company of a freight, service, finance or repurchase contract. Select from the companies defined on the Organisations panel of the Solution Explorer.
    • Districts—Select from the districts defined on the Organisations panel of the Solution Explorer. If a company is selected in the search criteria, the districts are limited to the districts of the company.
    • Organisations—The buyer of a sales contract; the seller of a purchase contract; or the organisation of a freight, service, finance or repurchase contract. Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
  4. To include a text string in the search criteria:
    1. Select the method to Search By from Contract Name, Default Contractual Source and Default Contractual Destination. Default contractual source and destination are only applicable to sales and purchase contracts.
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
  5. If searching for sales, purchase or repurchase contracts, enter the following additional search criteria as required.
    • Material Types—Select from the material types defined on the Material panel of the Solution Explorer.
    • Products—Select from the products and brands defined on the Material panel of the Solution Explorer. If a material type is selected in the search criteria, the products are limited to the products with the same material type.
  6. If searching for sales or purchase contracts, select Statuses if required from the statuses defined in the Sales Contract and Purchase Contract status definitions.
  7. Click Search.

    Contracts matching the search criteria display in the Contracts table. By default, the contracts are grouped by contract type. Expired and future contracts display in grey font.

  8. To view details of a contract, click the hyperlinked Contract name.

    The Sales Contract, Purchase Contract, Repurchase Contract, Service Contract, Freight Contract or Finance Service Contract displays.