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
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.
|