The contract is an agreement made with a supplier:
- On negotiated prices for a set of items, contract for Purchasing,
- On maintenance services covering a set of equipment, contract for Work Orders.
A contract can also be mixed: in this case, it includes both:
- a scope of work orders,
- and preferential prices on a list of items. It is then a contract for work orders including an item catalog.
- The prices defined in the contract catalog are used to automatically initialize the prices of items and services on the lines of purchase requests addressed to the supplier of the contract.
- Work orders charged to the contract generate only the costs not covered by the contract.
Period of the contract
The terms of the contract are valid for a limited period of time, after which the contract may be renewed, starting a new contract period. See Renewal of periods.
Organization of the data in a contract
- The general description of the contract and the terms for renewing periods are entered on the General tab (contract for purchasing [General] or contract for work orders [General]).
- Negotiated prices for items and services are listed on the contract[Catalog] tab.
- The currently active period is described on the contract [Current period] tab.
- The description of the contract can be supplemented by assigning specific characteristics on the contract[Characteristics] tab.
See also Statuses of the contract and Create a contract.
Access the list of contract periods
- In the [Resources] module, select the [Contracts] feature.
→ The search form for contracts is displayed; see contract [Result] for color codes.
- Optionally enter search criteria and switch to the [Result] tab.
→ The list of contracts periods matching the criteria entered is displayed.