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Contracts in Sales identify the agreements between Customers and the company for a specific date. They are used to track items and quantities. The purpose of this page is to add, edit, remove, and close out Contracts.

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FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.

# Items

The count of the unique Item ID's associated with the Contract record. This field is generated by the system and cannot be edited.

(lightbulb) This is the count of unique Item ID's, not the count of the # of items assigned to the contract. For example, if the same item is assigned twice the count will be 1.

Linked Database Field: Count of the number of rows in ERPx_SCContractItem where ERPx_SCContractHeader.ContractHeaderSK = ERPx_SCContractItem.ContractHeaderSK

Contract

A hyperlink that shows the value of the ‘Contract ID' property on the Contract record. Clicking on the link opens the record view for the selected Contract. 

This defaults to "(Use Next #)" and if it is not overwritten, then on Save it will be updated to the number in the ‘Next Contract Number’ Sales Order Preference. This can be overwritten before the contract is saved or updated after the record is created. This value is required, if it is missing, the message: "Contract Number is required." will be displayed. If not unique, the message "Duplicate Contract IDs are not allowed." will be displayed on Save. This field is always editable from the record view.

Linked Database Field: ERPx_SCContractHeader.ContractID

Contracted Qty

This is the the total quantity (weight) agreed upon with the customer for the contract as specified in the contract header. This defaults to 0.00 for new records but is required. This field is always editable on the Contract record view, but the contract quantity cannot be less than the total of the Unposted and Posted quantities on the contract if the 'Allow Overship' property is set to "No".  

Linked Database Field: ERPx_SCContractHeader.ContractedQty

Customer Name

The ‘Customer Name' property on the Contract record. This defaults to blank for new records and is required. If not assigned, the message "Please select a customer." will be displayed on Save. This field is no longer editable once the record has been saved.

The lookup contains a blank value, the current assigned value, and the list of all 'Active' customer names sorted alphabetically.

Linked Database Field: ERPx_SCContractHeader.CustomerSK

End

The ‘End Date’ property on the Contract record. This defaults to one year from the current date, formatted from the users 'Date Format' preference. Since it is common to have open ended contracts, this field is not required. However, if there is an end date it must be >= to the Start date, otherwise the message, “The Contract End Date cannot be less than the Start Date.” will be displayed.  This value is always editable on the Contract record view and is not required.

Linked Database Field: ERPx_SCContractHeader.EndDate

Overshipped Qty

calculated field that displays how much the contract has been overshipped. This will only be populated when the [Remaining - Quantity] = 0.

This is calculated as ([UnPosted - Quantity] + [Posted -  Quantity]) - [Contracted - Quantity]. This is a calculated field and not editable.

Posted Qty

calculated field that displays the total weight of all the line items, on posted sales orders, that are assigned to this contract, converted from the Sales Order Item weight UOM to the Contract UOM. This is a calculated field and not editable.

Reference

The ‘Reference’ property on the Contract record. This field is generated by the system and cannot be edited.

Linked Database Field: ERPx_SCContractHeader.Reference

Remaining Qty

A calculated text box that displays the value from [Contracted - Quantity] - [UnPosted - Quantity] - [Posted - Quantity].  This is a calculated field and not editable.

Start

The ‘Start Date’ property on the Contract record. This defaults to the current date, formatted from the users 'Date Format' preference. This field is required, if left unassigned the message. “Please enter a Start Date.” will be displayed on Save.  This value is always editable on the Contract record view.

Linked Database Field: ERPx_SCContractHeader.StartDate

Status

The ‘Status’ property on the Contract record. This field is a single-select standard lookup that defaults to ‘Open’ but can be changed to ‘Closed’. This is a required field and is always editable on the Contract record.

Linked Database Field: ERPx_SCContractHeader.ContractStatusSK

Unposted Qty

This Represents the total quantity (weight) from all sales order lines saved as any status < Ready to Post/Posted where line items are applied to a contract. This If allocations exist allocated quantities are used otherwise ordered quantities are used. This quantity field is read only and not editable.

Linked Database Field: ERPx_SCContractHeader.UnpostedQty

UOM

Identifies the unit of measure of the Contract quantity.  The lookup consists of all active weight unit of measures configured in Inventory > Setup > Units of Measure.  This field is required, if unassigned the message, “Please select a Quantity UOM” is displayed. This field is not editable from the Contract record view after the contract has been saved. 

Linked Database Field: ERPx_SCContractHeader.UOMSK

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