This form contains contract information, particularly the terms of period renewal.
For the most part, the other information is solely valid for a contract period.

You can attach documents (contract text, for example) to the contract by clicking on the linked documents icon.

For rules on how to use the fields, see Detail form.

Header

• Contract: Identifier of the contract, unique in the application.
• Link icon: URL link to an outside contract file. This link appears when the URL of a contract file from an external tool is included in the contract data. This is the case when importing contracts from an external tool.
• Name: Name of the contract.

General

• Supplier: Supplier, known in CARL Source, with whom the contract was signed.
• Start: Start date of the contract and therefore of the first period.
• Expected end: Expected end date of the contract, for information.
• End of last period: End date of last contract period.
• Manager: Agent in CARL Source, liaison person for the contract. This person will be the main recipient of warning e-mails relating to the contract.
• Type: To indicate the type for contracts. The type is a configurable list of values.
• Organization: Organization for which the contract was established. May limit the contract access rights if organization groups have been defined.
• Reference: Supplier's internal and/or known contract reference. In a work Contract , this will be indicated in the generated Purchase request lines.
• Type: Determines the presence of tabs related to work order contracts:

• Status: See Contract statuses.

Periodic revision coefficients

Only concerns the Catalog portion of the Contract.

• Application rule: Sets the period of the prices used as a reference for calculating new prices.
• General: Multiplication coefficient applied to all rates if no coefficient is given specifically for the items or services.
  New price = Old price × Coefficient
• Items: Coefficient applied to item prices.
• Services: Coefficient applied to service prices.

Settings

• Period duration: Sets the end date of the periods created as a function of their start date.
• Advance notice: For calculating the date of period cancellation.
• Renewal: To be selected if the contract periods are expected to be repeated,

For more details, see Renewing periods.

Contract information

• File number: Indicates a file number common to several contracts. This can be a public contract number, framework agreement, etc. If there are 2 or more contract files with the same file number, the [Association] tab will be displayed to view the associated contracts.
• Allocated: Indicates whether the current contract is part of a larger contract (batch, contract portion, etc.). In this case, the [Association] tab will be displayed to view the associated contracts.
• Grouping: Name of the group of contracts allocated, allowing them to be combined.
  These fields are read-only whenever the contract is of the multiple-contractor type.

The contracts can in some cases be managed on a multi-supplier basis. As the contract file is of the single-supplier type, several multiple-contractor contract files can be associated together.

• Multiple contractors: Indicates whether the contract file is part of the same group of contract files representing a Multi-supplier contract. In this case, the [Association] tab will be displayed to view the associated contract files. One of the two fields below must be filled in.
• Main contractor: Indicates whether the contract file includes the main supplier (Contractor) of the multiple-contractor contract.
• Contract with a parent contractor: Designates the contract attributed to the parent contractor with which this contract file is associated.
  The Multiple-contractor concept allows you to associate several contract files representing a multi-supplier contract. In this case, either the contract file bears the main supplier, or refers to a contract file bearing the main supplier.

• Legal contact: Agent responsible for the legal aspects of the contract.
• Technical contact: Agent responsible for the technical aspects of the contract.

Comment

• Comment: Detailed description of the contract.