Contract Template

Use the Contract Template screen to define a contract template.

To open this screen:

1. Select the Organisations panel in the Solution Explorer.
2. Expand the Contract Templates node.
3. Right-click the Contract Templates node or a Contract Template Category node and select New » Contract Template from the menu, or double-click a contract template.

Related Information and Activities

• Contract Templates
  • Set up a Contract Template Category
  • Duplicate a Contract Template
• Contract Template (general details and settings) node
  • Set up a Contract Template
• Contract Terms node
  • Add a Set of Contract Terms to a Sales or Purchase Contract
  • Configure Conditions for a Set of Contract Terms
  • Configure Currencies for a Set of Contract Terms
  • Quotation Pricing node
    • Enter Quotation Pricing for a Set of Contract Terms
  • Payable Analytes node
    • Specify a Payable Analyte for a Set of Contract Terms
    • Payable Percentage node
      • Enter a Payable Percentage for a Payable Analyte
    • Deduction node
      • Enter a Deduction for a Payable Analyte
    • Price Sharing node
      • Enter Price Sharing for a Payable Analyte
    • Price Participation node
      • Enter Price Participation for a Payable Analyte
    • Refining Charge node
      • Enter a Refining Charge for a Payable Analyte
    • Payment Terms (for payable analytes) node
      • Enter a Set of Payment Terms for a Payable Analyte
  • Contract Charges node
    • Contract and Payable Analyte Charges
    • Enter a Fixed Charge in Contract Terms
    • Enter a Mass Adjustment in Contract Terms
    • Enter a Premium in Contract Terms
    • Enter a Penalty/Bonus in Contract Terms
    • Enter a Treatment Charge in Contract Terms
    • Enter an Umpiring Charge in Contract Terms
  • Contract Taxes node
    • Specify a Tax for a Set of Contract Terms
  • Service Charges node
    • Costs and Service Charges
    • Enter Budgeted Costs for a Set of Contract Terms
    • Enter Costs for a Set of Contract Terms
    • Enter a Service Charge for a Set of Contract Terms
    • Override Service Charge Rate Details for a Set of Contract Terms
  • Payment Terms node
    • Payment Terms for Sales and Purchase Contracts
    • Enter a Set of Payment Terms for a Set of Contract Terms
    • Specify Instalments for a Set of Payment Terms
    • Enter Payment Conditions for a Set of Payment Terms
    • Override a Payable Percentage for a Set of Payment Terms
    • Copy a Set of Payment Terms
  • Assay Rules node
    • Assay Rules
    • Enter Assay Rules for a Set of Contract Terms
    • Assay Factor Rule node
      • Configure Assay Exchange Factoring for a Set of Contract Terms
      • Configure Random Invoice Factoring for a Set of Contract Terms
  • Parities node
    • Specify a Freight Parity for a Set of Contract Terms
  • Contractual Invoice Types node
    • Specify Invoice Iteration Types for a Set of Contract Terms
  • Demurrage/Despatch node
    • Demurrage/Despatch for Sales and Purchase Contracts
    • Demurrage/Despatch Calculations
    • Demurrage/Despatch with Delays
    • Enter Demurrage/Despatch Conditions for a Set of Contract Terms
  • Invoice Fields node
    • Specify Invoice Fields for a Set of Contract Terms