Contracts Tab of Vendor/Partner Info Center

Use the Contracts tab to associate one or more contracts with a vendor/partner. You associate a contract record with a vendor/partner record when you add it to the Contracts grid. Both records reflect the association.

A contract record must exist in your database before you can associate it with a vendor/partner record.

Contents

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 File > Print 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.

Associate Click this option to add a contract to the grid.
Remove Click this option to remove a contract from the grid.
Number This field displays the contract number.
Name This field displays the contract's 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 Click in this field and use the drop-down list to select the vendor/partner's role on the contract. You define vendor/partner role options using the Vendor/Partner Role Code Table in Code Table Configuration. Contact your system administrator for information about adding values to this list.
Description Enter additional information about the vendor/partner's role on the contract.

Click Edit to use the Text Editor to enter information.

Contract Status This field displays the current status of the contract, such as Active or Dormant.