_{WARNING: Records cannot be recovered once they are deleted!}

 The bolded view is the default view, which will determine the view will automatically display in when opened. 

Address

A label to show the billing address for the Customer selected on the contract.  This defaults to the billing address on the Customer Address record and is required. This field is never editable. 

Linked Database Field: ERPx_ARCustomerAddress.CustomerAddressSK WHERE AddressTypeEN IN (1,3)

Allow Overship

A single-select Yes/No lookup used to select whether or not a quantity from a sales order line can be assigned to the contract if the contracted quantity has already been met. This defaults to “Yes” and is always required. This field is always enabled.  If “No” is selected, then line items can only be applied to the contract when the contract has a positive remaining balance. 

Linked Database Field: ERPx_SCContractHeader.OverShipOptionSK

Allow Substitute

A single-select Yes/No lookup to select what items from a sales order can be assigned to a contract. This defaults to “Yes” and is always required. This field is always enabled. If "Yes" is selected, any item can be assigned to the contract. If “No” is selected, only line items that exist on the contract can be assigned. This rule is enforced by limiting the list of contracts that show up in the contract lookup for each sales order line item. 

Linked Database Field: ERPx_SCContractHeader.IsSubstitutionAllowed

Contract #

A text box to assign the unique identifier of the contract record. This is required for all records and must be unique for the company.  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. This field is always editable.

This will print on reports and will be assigned to sales order items.  

Linked Database Field: ERPx_SCContractHeader.ContractID

Created

A date field that displays the date the contract was saved into the database. This defaults to the current date, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.  

Linked Database Field: ERPx_SCContractHeader.CreatedDate

Customer

A single-select, load on demand lookup to select the Customer the contract is for. This defaults to blank but is required, if not assigned, the message "Please select a Customer." is displayed.  This field is not editable after the Contract has been save.

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

Linked Database Field: ERPx_SCContractHeader.CustomerSK

Description

A text box to enter additional comments or details about the contract.  This must be <= 500 characters and is not required.   

Linked Database Field: ERPx_SCContractHeader.Description

End

A date field to enter the date the contract terms ended or will end. 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 and is not required.

Linked Database Field: ERPx_SCContractHeader.EndDate

Quantity

A text box to enter the total weight that being contracted (in the Unit of Measure specified). This defaults to 0.00 but is required. This field is always editable, but it 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.ContractedAmount

A single-select standard lookup to select the weight unit of measure that the contract quantity is stated in. There is no label for this field. 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 after the contract has been saved.  

Linked Database Field: ERPx_SCContractHeader.UOMSK

Start

A date field to enter the date the contract terms began or will begin. 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.  

Linked Database Field: ERPx_SCContractHeader.StartDate

Status

A single-select standard lookup to select the status of the contract. This field defaults to ‘Open’ but can be changed to ‘Closed’.  This is a required field and is always editable. 

This lookup contains all the values in the SCContractStatus Enumeration Class. 

Linked Database Field: ERPx_SCContractHeader.ContractStatusSK

Type

A single-select standard lookup to select what type of quantity the contract is for (For example: Weight, Units, Dollars). This defaults to Weight and is always required. At this time NorthScope only supports 'Weight' contracts. If not assigned, the message "Contract Type is required" will be displayed. This field is never editable and disabled after save.   

This lookup contains all the values in the SCContractType Enumeration Class. 

Linked Database Field: ERPx_SCContractHeader.ContractTypeEN

A calculated field that displays the total extended amount of all the line items, on unposted sales Orders, that are assigned to this contract. The extended amount is calculated from allocated quantities if there are allocations, otherwise ordered quantities are used. This is a calculated field and not editable.

A calculated field that displays the total weight of all the line items, on unposted sales Orders, that are assigned to this contract, converted from the Sales Order Item weight UOM to the Contract UOM. If allocations exist allocated quantities are used otherwise ordered quantities are used.  This is a calculated field and not editable.

A calculated field that displays the total extended amount of all the line items, on posted sales Orders, that are assigned to this contract. This is a calculated field and not editable.

A 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.

A 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.

A single-select load on demand lookup to select the Items that a customer may have specifically requested for the contract. The lookup displays the Item ID and Item Description for all active items setup for Sales Inventory and Misc in Inventory > Setup > Items.  This defaults to blank and is not editable after save, but is not required.   

Linked Database Field: ERPx_SCContractItem.ItemSK

A text field to enter the 'Contract' Price that will be assigned to the sales line item when the line item it is assigned to this contract. This defaults to 0.00 but can be changed to any positive amount. This field is always editable.  

Linked Database Field: ERPx_SCContractItem.Price

A text field to enter the 'Contract' quantity (weight) of the item for the contract. This field defaults to 0.00 but can be changed to any positive amount. When the 'Allow Overship' header property is set to "No", the total quantity entered across all line items cannot exceed the total contract quantity specified in the header, otherwise the message "The total quantity for the contract items cannot exceed the contracted quantity of (Quantity value from header)." is displayed.

Also, when Overship is set to "No", the contract 'Quantity' in the header cannot be changed to a value less than the total that already been posted and unposted to the contract, otherwise the message "When Allow Overship is set to No, you cannot set the contracted quantity to less than what has already been posted and unposted to this contract – see the contract summary tab for details" is displayed.

This field is always editable.   

Linked Database Field: ERPx_SCContractItem.ContractedQty

A single-select standard lookup to select the unit of measure for the corresponding contracted item. The lookup consists of all active weight unit of measures for the item that have a conversion to the contract UOM.   

Linked Database Field: ERPx_SCContractItem.UOMSK