Contract Summary

Form ID: (FS401200)

On this form, you can see the contracts registered in the system and their details.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You can use the elements in this area to view in the table the contracts that are most relevant to the information you need. Either of these boxes can be left blank to view a broader range of information.

Element Description
Customer

The unique identifier of the customer for which you want to view contracts.

The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location The unique identifier of the customer location for which you want to view contracts.

Table

This table displays the contract schedule summary data according to the criteria you have specified in the Selection area.

Table 1. Table Columns
Element Description
Branch The branch that provided the services of the contract schedule.
Branch Location ID The branch location that provided the services of the contract schedule.
Customer ID The unique identifier of the customer of the contract.
Customer Name The name of the customer of the contract.
Location ID The unique identifier of the customer location.
Location Name The name of the customer location.
Service Contract ID The identifier of the contract.
Customer Contract Nbr. The reference number of the service contract, which the system automatically generates for every new service contract of this customer.
Description The description of the service contract.
Status The status of the service contract, which is one of the following options:
  • Draft: The contract is a draft and has not yet been activated.
  • Active: The contract is active in the system.
  • Suspended: The contract is on hold.
  • Canceled: The contract has been terminated.
  • Expired: The expiration date specified for the contract has passed, and no further activities for the contract can be performed.
Schedule Generation Type The type of the document to be generated for the contract. The following options are available:
  • Service Orders: Service orders are generated for the contract schedule.
  • Appointments: Appointments are generated for the contract schedule.
Start Date The start date of the contract.
Expiration Date The expiration date of the contract.
Master Contract ID The identifier of the master contract associated with the service contract.