Chain A Contract (SOE567) Field Descriptions

Use these fields to chain a contract.

1. Contract #

When entering the Chain A Contract program from Contract Maintenance and no line is highlighted in the list view this is blank and all other entries are disabled. You must specify a contract to ‘copy from’ (chain); if the chosen contract already has a ‘next contract’ then FACTS displays a message to break that chain (by removing its ‘next contract value’) before continuing with that contract selection. If a line is highlighted in the list view of Contract Maintenance then that highlighted contract is the default contract shown/displayed in this prompt. That contract/value can be changed if so desired.

2. Description

The description for the new contract. The text defaults to “copy of” plus the description of the originating contract and can be changed. However, the display of a default description depends on there being no description yet entered. If a description is already entered then changing the originating contract will not change the displayed description.

3. Effective

The effective date defaults to 1 day after the entered Contract #’s expiration date. For a copy-from-contract having an expiration date, if the effective date on this screen is changed then FACTS displays a message indicating that the originating contract’s expiration date will be changed to be 1 day before the newly entered effective date.

The effective date, for a contract selected to chain/copy from that has an expiration date of ‘Never,’ will default to ‘the next days date’ (whatever “today’s” date is plus 1) and FACTS displays a message indicating that the contract being copied from will have its expiration date changed to be one day before the defaulted effective date (thus setting the ‘chained/copied from’ contract’s expiration date to whatever is “today”). If the defaulted date is changed FACTS displays a message indicating that the copy-from contract’s expiration date will be changed to be one day before whatever date is entered (as a reminder that a contract which originally has a ‘Never’ expiration date is being changed).

Changing the contract number will redisplay the effective date.

4. Expiration

The expiration date of the newly created/chained contract defaults to 'never' and can be changed to any date other than one equal to or before the entered effective date.

5. Collection

This selection allows you to add this newly created/chained contract to the collection you are working with in Contract Maintenance, to replace the collection you are working with in Contract Maintenance, or neither (to chain/create the contract only and then return to contract maintenance without any change to the collection being worked with).

6. Edit Contract

This check box will, if selected/checked, displays the standard Contract Entry screen to allow any desired modification of the new/chained contract just created.

 

Buttons:

Ok

The contract is created/chained using the values entered. If the ‘edit contract’ check box is selected/checked then you will be able to edit the newly created/chained contract in the standard contract entry screen.

Cancel

Abort creating a new/chained contract.

 

See Also

Contract Maintenance (SOE567)

Contract Maintenance Filter (SOE567)

Collection Export (SOE567)

Import Contracts (SOE567)

Quick Contract Add (SOE567)

Chain All Contracts