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Purchase Contracts

A purchase contract is a set of purchase orders. These contracts are very similar to customer contracts.

	Search Controls
	The Search Controls are detailed under common functions here.

Task Panel

The menu system is described here.

	Contract
	This menu adds, changes, or deletes the upper table (header) portion of the contract. The copy button will copy hte whole contract including products. This is a quick way to add a new contract using an old contract as a template. The new contract will pop up for modification by the user.

Products

The products can be added to the contract here. Several products can be added and tracked separately. All products added to the contract will be associated with the terms of the contract header.

Create Vendor Releases

Pressing the Selected button will pop up a form to add releases for the highlighted product.

Enter the quantity to release, date expected and date to ship. A pop up will indicated if the purchase order was created successfully. Press Ok to continue.

The new purchase order will show in the Contract Vendor Release table. In this example we entered 3 cartons to be released expected date of 2/17/22 and ship date of 2/14/22. See highlighted record below.

The PO# 24 above can also bee seen in the purchase order list. See highlighted record below.

Print

The print task panel menu has several options for printing.

Print

The option creates a print of the whole contract similar to the print out below. This printout ca be modified to suit the users needs.

Contract Report Filtered and Contract Report

If a filter has been added to the printout the contract will show those record on the report. Report for the full contract and the specific product are available. A report similar to the following will be created. The Italian Dressing in this printout has a release attached to it.

Send To

Send To is explained in this topic.

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Contract Header Table

Primary Header Information

There are several fields to enter that are required for the entry of a contract header.

Purchase From - This is Principal or Vendor supplying the product. Select from the pop up by pressing the magnifying glass next to the field input.

A contract can be assigned to a specific customer or a set of customer known as a region. Choose either of the next two fields to assign the contract to. To see more information on customer regions go here.

After the Region or Customer is chosen the contact name, Terms of sale and Broker may be filled in automatically. If a Region is selected the contact, terms and broker are not automatically filled in.

Purchased For is the consignee for storage. It may be an internal principal or a company you are selling for.

Ship to Whouse (warehouse) can be specified for direction of this shipment.

FOB (freight on board) and FOD (freight on delivery) is the location for shipping charges.

Dates

Several dates can be entered on the contract. Date Entered is automatically filled in but, can be modified. By is the user entering the information.

Contract Start and End Dates are critical for tracking hte length of a contract and is used in several reports.

	Addresses
	The ship to and billing addresses come from hte customer record. If a region is selected it has to be entered.

	Products
	Product to attach to the contract are entered here. See below for more information.

Contracted Products

The products can be added, changed or deleted on the primary table or on the header table.

	Product Selection
	Start typing hte product or press the Select Product button. Fill in the quantity and contract price.

	Customer Info
	These fields are filled in from the header. They can be changed here.

	Packaging Info
	Packaging comes from hte prodcut but, can be changed here. For more information on packaging look here.