Quick Contract Add (SOE567) allows you to create a new contract, with minimal entry, for singular specific item scope/customer scope contracts. You can decide to create a contract using quick add and then, optionally from the quick add screen (by selecting a check box named ‘edit contract’), go to the regular Contract Entry screen to perform any desired modification of the created contract.
Contracts from Quick Contract Add (SOE567) created are always of contract type “Price Level”, allowing pricing entry of “Standard Price” only. Fields that appear on the standard Contract Entry screen that are not included for quick add purposes (and are defaulted) are:
Contract Type – Defaulted to Price Level
Convert Fixed Prices and Qty Breaks – Defaulted to checked (Selected)
Rounding – Defaulted to ‘no entry’
(The two fields, “All customers” and “All items”, are not allowed during Quick Contract Add. The purpose of quick add is to enter singular specific customer scope and item scope value.)
Warehouse Ships – Defaulted to All
Direct Ships – Defaulted to All
Exclude Items – All are defaulted to not-checked (stocked, nonstocked, uninventoried, catalog)
Chained Contracts – Previous and Next are both defaulted to ‘no entry’
Field Descriptions
1. Description
The new contract’s description.
2. Effective
The effective date for the new contract.
3. Expiration
The expiration date for the new contract (greater than the effective date).
4. Priority
Select to indicate this contract is a priority contract.
5. Approval
This check box is only available if you have the ability to approve contracts and defaults to selected (meaning the contract is not yet reviewed).
6. Scope
The specific item scope value desired (Item or Class or Vendor). Items are written with “item scope level pricing”; class or vendors are written with “contract scope pricing”.
7. Item/Class/Vend
The specific item-scope-value desired. Press 
or F2 to search. If the item scope is not for class or vendor (but for an item) then the item’s selling unit of measure is displayed (unless the item is a catalog then the unit of measure displayed will be pricing). This unit of measure is the specific unit of measure entered in the contract at the item scope level (the item will not have the ‘All Ums’ check box selected). If the item scope is for class or vendor then the ‘All Ums’ check box will be selected.
8. Scope
The specific customer scope value desired (Customer or Class).
9. Cust/Class
The specific customer scope value desired. Press or F2 to search. If the customer scope is not for class (but for a customer) then the customers normal ship to is displayed. This ship to is the specific ship to entered in the contract at the customer scope level (the customer will not have the ‘All Shiptos’ check box selected). If the customer scope is for class then the ‘All Shiptos’ check box will be selected.
10. Basis
The basis for the new contract. The basis entered is the basis at the item scope level and not at the contract level if the item scope value is “I” – contract level basis otherwise.
11. Price
The price for the new contract, disabled if the basis is not ‘Fixed Price.’ The price entered is the price at the item scope level and not at the contract level if the item scope value is “I” – contract level price otherwise. The item’s selling unit of measure is displayed if the basis is ‘fixed price’ and the item scope is neither class nor vendor.
12. Mult
The multiplier for the new contract, disabled if the basis is ‘Fixed Price.’ The multiplier entered is the multiplier at the item scope level and not at the contract level if the item scope value is “I” – contract level multiplier otherwise.
13. Comm%
The commission for the new contract. The commission entered is the commission at the item scope level and not at the contract level if the item scope value is “I” – contract level commission otherwise.
14. Collection
This selection allow the user to add this newly created contract to the collection they are working with in contract maintenance, to replace the collection they are working with in contract maintenance, or neither (to create the contract only and then return to contract maintenance without any change to the collection being worked with).
15. Edit Contract
If this checkbox selected/checked, upon completion of Quick Contract Entry and selecting the OK button, the system takes the user to the standard Contract Entry screens to allow any desired modification of the new contract just created.
Buttons:
Ok
The contract is created using the values entered. If the ‘edit contract’ check box is selected/checked then the user will be able to edit the newly created contract in the standard contract entry screen.
Cancel
Stop creating a new contract.
You can delete expired contracts using the Expired Contract Removal (SOU520) program.