Contract Management: Related Reports and Inquiries

This topic describes the reports, inquiries, and forms you may review to gather information about customers.

Note: If you do not see a report or inquiry, this could mean that you have signed in to the system with a user account that does not have access rights to a form. Sign in as the admin user, or contact your system administrator.

Reviewing Expiring Customer Contracts

You can view contracts that will expire soon, as well as auto-renewable contracts (those that have the Mass Renewal check box selected) on the Expiring Customer Contracts (CT401000) form. To see expiring contracts, in the Selection area, you select a customer class, contract template, and the dates of the expiration window.

On this form, you can view auto-renewable contracts that will expire during the specified date range by clicking Show Contracts Available for Mass Renewal in the Selection area. A contract can be renewed automatically if it has the Mass Renewal check box selected on the Summary tab (Contract Settings section) of the Customer Contracts (CT301000) form.

Reviewing Customer Documents

You can review a customer's documents at any time on the Customer Details (AR402000) form. The form shows the detailed balance and the list of documents for the selected customer. If you select the customer and no other selection criteria, the form shows all the customer's open documents. You can also run this inquiry by clicking Customer Details (under Inquiries) on the More menu of the Customers (AR303000) form.

To review the customer documents that have been released (documents with the Open, Closed, and Reserved statuses), you run the AR Register (AR621500) report. You can also run this inquiry by clicking AR Register (under Reports) on the More menu of the Customers form.

Reviewing Activities

The Activities (EP404300) form displays the activities assigned to you or your workgroup and the activities assigned to users of other workgroups. On this form, you can create a new activity and link it with a workgroup and project, track time spent on activity, view the details of an existing activity, or edit any activity.

Reviewing a Customer Profile

To review the database information for a particular customer, you run the Customer Profiles (AR651000) report. You can also run this report by clicking Customer Profile (under Reports) on the More menu of the Customers (AR303000) form.