Use the
Contracts tab to associate one or more
contracts with a
customer. You associate a
contract record with a
customer record when you add it to the
Contracts grid. Both records reflect the association.
Contents
A
contract record must exist in your database before you can associate it with a
customer record.
| Field | Description |
|---|
| For this
customer only
|
Select this option to view the
contracts associated with the
customer. This option displays if your system administrator configured
GovWin Capture Management to use multiple
customer levels, or hierarchies.
|
| For this
customer and all lower levels of the hierarchy
|
Select this option to view all levels of the hierarchy that are associated with the
customer. This option displays if your system administrator configured
GovWin Capture Management to use multiple
customer levels, or hierarchies.
|
Contracts Grid
The fields on the grid display information from the
contract record in the
Contract Info Center.
| Field | Description |
|---|
|
Contracts Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Refresh
|
Click this option to display the total amount paid to the
vendor/partner for each
contract listed in the
Contracts grid. The amount for each
contract displays in the
Cost field on the grid. If there has been no
vendor/partner activity for a
contract, the
Cost field for the
contract remains blank.
The total amount paid to the
vendor/partner displays at the bottom of the grid.
|
 Associate
|
Click this option to add a
contract to the
Contracts grid.
|
 Remove
|
Click this option to remove a
contract from the
Contracts grid.
|
|
Customer
|
Select this option if the firm acts as a
customer for the
contract.
GovWin Capture Management selects this option if you select the
Customer option on the General tab.
|
|
Vendor/Partner
|
Select this option if the firm acts as a
vendor/partner for the
contract. When you select this option, the
Cost field updates with the expenses associated with the
vendor/partner on the associated
contract.
GovWin Capture Management selects this option if you select the
Vendor/Partner option on the General tab.
|
|
Contract
|
This field displays the
contract number.
|
| Name
|
This field displays the
contract name.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
|
| Role
|
Use this drop-down list to select the
customer's role on the
contract.
If the
customer is entered in the
Primary Customer field on the General tab of the associated
Contract Info Center record, the role defaults to the
sysOwner description on the
Customer Role code table. There can only be one Primary
Customer assigned to a role, and you define
customer role options in Code Table Configuration.
|
| Role Description
|
Enter additional information about the
customer's role on the
contract.
Click
Edit to use the Text Editor to enter information.
|
| Cost
|
This field displays the expenses accumulated for the
vendor/partner for the associated
contract. This field displays only if the
Vendor/Partner option is selected. Click the
Cost link to view detailed information about the
vendor/partner costs.
After you add records to the grid, click
Refresh to recalculate the
Cost amounts.
|
|
Contract Status
|
This field displays the current status of the
contract, such as Active or Inactive.
|
