Contract Search


Search window -> Contract # field -> Contract Search

The ability to search for an existing contract is provided in the document number field on each of the contract entry programs in Change mode, and in the print contract selection programs, the deposit entry utilities, the reporting options, and the Contract inquiries.

In the contract search, multiple search filters can be used to narrow the list of contracts that are returned from the search.

When a filter data field is left blank or ALL, then no restriction is applied on that search category.

Note: The search selection fields are date sensitive.

The selection criteria options are:

BILL TO NAME
Leave this field blank to include all contracts or enter the first few characters of the billing name from the document to filter the search by Billing Name.
Note: This is not the Alpha Key from the customer file. This is the name printed on the document for billing.

SHIP TO NAME
Leave this field blank to include all contracts or enter the first few characters of the shipping name as it prints on the document to filter the search by Site or Shipping Name.

CUSTOMER NUMBER
Accept ALL to include contracts for all customers, or enter the customer number to display contracts for a specific customer, or search for the customer in the Accounting Customer Search window.

SITE#
Accept ALL to include contracts for all sites, or window to lookup a specific site, as outlined in Site Search.

I.D.
Leave this field blank to include all customers in the search, or enter the first few characters of I.D. information to find only documents with this customer I.D.

REFERENCE
Leave this field blank to include all customers in the search, or enter the first few characters of Reference information to find only documents with this customer Reference.

PURCHASE ORDER#
Leave this field blank to include contracts with or without a P.O. in the search, or enter any few characters in the P.O.# to find only documents with a Purchase Order number that includes these characters.

DIVISION, "ALL", "SEL"
  • Type ALL to include documents from all divisions in the selection list.
  • To filter the documents for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
  • Type SEL to select several specific document divisions or divisions by accounting region, as outlined in Division Select By Region.

Note: The division selection respects the Divisional Restricted Views assigned to this operator.


PRODUCT DESCRIPTION
Leave this field blank for all products, or enter the first few characters of the description for the product as stored in the product file.

PRODUCT NUMBER
Accept ALL product numbers, or enter the product number to search for contracts by product, or select a specific Rental or Sales product in the Inventory Search window.

PRODUCT GROUP
Accept ALL Groups, or to search for contracts by product group enter the Group, or select one from the Product Group Search.

PRODUCT CLASS
Accept ALL Product Classes, or to search for contracts by class enter the class, or select a specific class from the Product Class Search.

CONTRACT STATUS
Select one of the following options, when not searching by specific Product Number:
  • Select Open to list only the contracts with one or more items that have not yet been returned.
  • Select Closed to list only contracts that have been returned and closed.
  • Select Both to include all contracts regardless of open or closed status.

A default can be setup for Contract searches in the Company Contract Parameters.


PRODUCT STATUS
The Contract Status option becomes the Product Status filter when a product number is entered in the Product Number field for the search.
Select one of the following options:
  • Select Open to list only open contracts where the specified product is still out and is not sold.
  • Select Closed to list only contracts where the specified product has been returned or sold regardless of the contract open/closed flag.
  • Select Both to include all contracts with this product.

Finished?
Click ACCEPT to initiate the search or CANCEL to abort.

Search Results:
The resulting list of contracts displays the contract number, name, date, address, phone, site, status, and division.
Documents that are displayed are limited to the Divisional Restricted Views assigned to the operator.

The document list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition them as required.

Click on the DETAILS button to drill down to view the document header information, the product details, the document totals with services, and other related documents such as source contract or resulting invoices. This varies according to the type of document listed.
In the product details window, click the ATTACHMENTS button to view any associated files in the File Attachments windows.

To select a contract from the list, double-click on the appropriate record, or highlight the record and click the SELECT button.


Topic Keyword: RSCHSEL
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)