Contract Listing (SOR510)

Using Reports

Use the Contract Listing program to obtain a listing of selected existing contracts entered through the Contract Entry program.

You have the option to select:

Field Descriptions

Use the following fields to print a list of contracts:

 

1. Select By:

Specify how you want to select information for this report: C – Contract Selection, O – Collection or F – Filters.

The fields displayed vary based on your Select By choice.

For C-Contract Selection and O – Collection, the Contracts field is displayed. Specify the contracts or the contract collections for the report. For Contract Selection you can specify all contracts, search or enter a range of contracts as well as filter criteria. For Collections you can search for contract collections.

For F – Filters, complete the following:

2. Contract Status

Select the contract status to use to print the listing. You can select from C-Current, F-Future, E-Expired, or A-All, The program defaults to A-All.

3. As of

If you select to print a listing for all contracts or expired contracts, enter the date to use for determining the contract expiration. Press F1 to enter "Today" as the date.

4Approval Status

Select whether to print contracts that are W—not yet approved, R—already approved, A --All. The program defaults to A-All. 

5. Contract Type

Select the contract type for the listing. You can select from A-All, L-Level price contracts, or Q-Quantity break price contracts. The program defaults to A-All.

6. Priority Contract

Indicate whether to include contracts that marked as Priority Contracts. You can select “All” (which is an indication to disregard the setting of priority contract), “Exclude” (which is an indication to report those contracts that do not have the priority contract check box selected), or “Only” (which is an indication to report those contracts that have the priority check box selected).The program defaults to A-All.

7. Quote Origination

Indicate how to include contracts created from quotes. You can select “All” (which is an indication to disregard the setting of quote origination), “Exclude” (which is an indication to report those contracts that do not have quote origination), or “Only” (which is an indication to report those contracts that have quote origination).The program defaults to A-All.

8. Last Used Date

Indicate how to include the last date used for contracts . You can select “All” (which is an indication to disregard the last date used setting ), “Exclude” (which is an indication to report those contracts that do not have a last date used), or “Only” (which is an indication to report those contracts that have a last date used).The program defaults to A-All.

Note Additional options, available to the right of the Last Used Date field are available when the Last Used Date field selection is “only” – this allows for a range of dates that may be entered. If the contract’s last used date is not between the entered date ranges then it will not be reported.

8. Chained Contracts

You can select:
All
to ignore any selection criteria, “exclude” to not include any contract that has either a previous, or a next, or both, contract value entry.
Previous to report only those contracts that have a previous entry – if a beginning and/or ending contract is entered then the previous contract entry must fall between those values. There is no ‘check’ performed for ‘next’ contract values when the choice made is “previous”
Next performs in the same way as a choice of “previous” described above, selecting to include in the report only those contracts that have a next contract entry meeting the desired criteria.
Both to require that those contracts on the report have both a previous contract entry and a next contract entry. The required beginning and ending contract numbers can be entered to restrict those reported contracts to a subset that must fall between the entered contract numbers.
 

5. Filter Method

Select the contract selection method for the listing. You can select from A—Contracts that Apply to a Specific Situation or E—Contracts that Apply to a Specific Scope.

image\pinpurpl_shg.gif Select A—Contracts that Apply to a Specific Situation for a wider-range listing or select E—Contracts that Apply to a Specific Scope to produce a more narrow listing.

**Specific Situation**

Filter Method E Fields

If you selected E—Contracts that Apply to a Specific Situation, the following fields are available.

7. Customer

The customer for the specific contract situation.  

8. To

Enter the ship-to to use for the customer. Leave this field blank to use all ship-tos for the customer.

9. Item

Enter the item for the specific contract situation.  

10. Quantity

Enter the item quantity for the specific contract situation.

11. UM

If you enter an item quantity, enter the selling UM.

12. Shipment Type

Enter the item shipment type for the specific contract situation. You can select from D-Direct Ship, W-Warehouse, or B-Both.

13. Warehouse

For the shipment types Both or Warehouse, enter the warehouse for the direct ship for the specific contract situation.  

14. Vendor

For the shipment types Both or Vendor, enter the vendor for the direct ship for the specific contract situation.

Filter Method A Fields

If you selected A—Contracts that Match a Specific Scope, the following fields are available.

15Cust Scope

Enter the customer scope on which the contract listing should be based: N-No Particular Customer Scope, S--Specific Customers, C--Customer Price Class, or A--All customers. The program defaults to N-No Particular Ship-to Scope.

16. Beginning

If All was selected in the previous field, this field is skipped. If the print by selected was item, enter the beginning Item, Item Price Class, or Vendor to print, depending on the item scope selected. If the print by selected was customer, enter the beginning Customer or Customer Price Class to print, depending on the customer scope selected.  

17. Ending

If the print by selected was customer, enter the ending Customer or Customer Price Class to print, depending on the customer scope selected.  

18. Ship To Scope

Enter the Ship-to scope on which the contract listing should be based: N-No Particular Ship-to Scope, S--Specific Ship-to, or A--All customers. The program defaults to N-No Particular Ship-to Scope.

19. Ship To

If you selected S—Specific Ship-to in the scope field, enter the ending ship-to scope selected.

20. Item Scope

Enter the item scope in which contracts should be based: N-No Particular Item Scope, S-Specific Items, C-Item Price Class, V-Vendor or A-All customers. The program defaults to N-No Particular Item Scope.

21. Beginning

If All was selected in the previous field, this field is skipped. If the print by selected was item, item price class, or vendor, enter the beginning Item, Item Price Class, or Vendor to print, depending on the item scope selected. Press F2 or the Search icon to perform a search.

22. Ending

If All was selected in the scope field, this field is skipped. If the print by selected was item, item price class, or vendor enter the ending Item, Item Price Class, or Vendor to print, depending on the item scope selected.   Press F2 to perform a search.

23UM (Unit of Measure) Scope

If you selected specific items for the Item Scope, select whether to print contracts based on N-No Particular UM Scope, S-Specific units of measure or A-All units of measure. 

24. Unit of Measure (to update)

If UM Scope was selected in the previous field, enter the specific unit of measure to use for the contract listing (up to 2 characters). The entry must be a valid unit of measure. 

25. Ship Scope

Enter the shipment scope on which the contract listing should be based: N-No Particular Shipment Scope, D-All Direct Shipments, d-Specific Direct Shipments, W-All Warehouses or w-Specific warehouses. The program defaults to N-No Particular Item Scope.

Note that these options are case-sensitive.

26. Vendor

If you selected d-Specific Direct Shipments for the Ship Scope, enter the vendor for the direct shipments.

27. Whse

If you selected w-Specific Warehouse Shipments for the Ship Scope, enter the warehouse for the warehouse shipments.

 

Properties

28. Show Notes

Indicate whether to print all notes on the report. The box can be unchecked and notes will not print on the report. Only those notes that, when they were entered, have the ‘print on contract listing’ check box selected will print on the report. Document (header) notes have been added to contract entry as have ‘line notes at the item scope level’ – this check box controls printing, or not, both types of notes to those contracts that are reported. 

29. Summary

Indicate whether to print the listing is Summary format. The program defaults to No.

30. Print Actual Prices

Indicate whether to print actual prices along with the contract prices. The program defaults to No.

31. Print Scope Detail

Indicate whether to print contract scope detail information along with the contract prices. The program defaults to No.

32. Show Item Pricing

Indicate whether to print item pricing. This check box can be checked only when the Include Scope Detail check box is checked. If the Show Item Scope Pricing is checked then any pricing information entered for entries made at the item scope level will print on the report.

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails