Find Service, Freight or Finance Contracts

Security Note: You need the Allow the user to view the Contract Explorer security right in the Menu user group security rights group for this activity.

Activity Steps

  1. Open the Contract Explorer.
  2. 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—Set this field to Service, Freight or Finance.
    • Contract Categories—Select from the Contract Category list items defined in the List Editor. Selecting (None) returns contracts that have no contract category assigned.
    • Companies—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—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • 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.
  3. 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.
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases. Select from:
  4. Click Search or press F3.

    Contracts that match 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.

    Loan Amount and Currency in the Contracts table are only applicable to finance contracts.

    Delivery Quantity and Status are not applicable to service, freight or finance contracts.

    Note: You can save search criteria as a search profile. Search profiles for the Contract Explorer include all criteria except a selected Valid As Of date range. See Use Saved Search Profiles in MineMarket Explorers and Billboards.

  5. To edit a contract or view more details, click the hyperlinked Contract name.

    The Service Contract, Freight Contract or Finance Service Contract displays.