Contract overview

The Browse Contracts screen displays a list of all contracts in the system.

It is possible to add an attachment to the selected contract, edit, view, delete or export the contract text to MS Word (if a MS Word contract template is defined).

 

The Excel button allows you to export a list of all contracts to MS Excel.

Contracts can be searched (simple search) by code and name of a contract, description of materials in the contract, name of the contracting party, status and contract type.

 

Contracts can be filtered by their status1 "Proposed", "Accepted", "Approved", "Signed" and "Expired".. It is possible to view the exact date / time when a contract changed its status.

It is also possible to find only contracts that are related to the project or those that are not, the main contracts or the annex to the contract.

Contracts can also be searched for using the name of associated project, procurement manager, supplier, type of contract, person responsible, and organizational unit.

On the Advanced Search tab, you can right-click on the list to add a new search criteria.

 

Select a search attribute from the dropdown list (e.g. contract number, expiry date, warranty, etc.) and its value to show only results that match the search criteria.

Press the Enterkey to display only contracts that match the given criteria.

 

Next: contract creation