Contract types

Create a contract type

1. In the Navigation pane, highlight the Contracts Processing > Setup > Contract Types folder.

2. Click . The New Contract Type window opens.

   

3. Enter a unique Code for the contract type.
4. Enter a Description of the contract type.
5. In the Charge Invoice Type field, select the type of charge invoice to use for a contract of this type. Positive AR invoices created by Contracts Processing result in a charge invoice.
6. In the Credit Invoice Type field, select the type of credit invoice to use for a contract of this type. Negative AR invoices created by Contracts Processing result in a credit invoice.
7. In the Sales Tax Payment Type field, select the type of payment to use for sales tax payments on a contract of this type.
8. In the Settlement Description field, enter the default description to use on settlements from contracts of this type. You can use keywords to customize the content of the description. Keywords are replaced in the settlement description with the corresponding information from the contract. Click here to see the keywords available for use when you customize the settlement description.
9. Save your changes.

Contract Types Listing

Purpose

The Contract Types Listing provides a list of the contract types defined in your system.

Content

For each contract type included on the report, the listing shows:

• code
• description.

In addition, you can include one or more of the following:

• invoice types (charge and credit) and payment type
• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Contracts Processing > Setup > Contract Types folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of contract types:
     1. Right-click the Contract Types folder and select Select and Report > Contract Types Listing from the shortcut menu.

     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected contract types:
     1. In the HD view, select the contract types to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click and select Contract Types Listing from the drop-down menu.
   • To report on a particular contract type from the Contract Type window:
     1. In the HD view, locate and double-click the contract type to report on. The Contract Type window opens with the contract type loaded.
     2. Click and select Contract Types Listing from the drop-down menu.

     

3. On the Options tab, mark the checkbox(es) for the additional information to include:
   • Invoice Types and Payment Type
   • Report Options. To include a section at the end of the report with the report settings used to produce the report, leave the checkbox marked. To produce the report without this information, clear the checkbox.
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
4. Select the Output tab.
5. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
From
The email account from which to send the email. Valid options are:
• Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
• Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
• Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
To
The email address(es) to which to send the email. Separate email addresses with semi-colons.
CC
The email addresses to copy on the email. Separate email addresses with semi-colons.
BCC
The email addresses to blind copy on the email. Separate email addresses with semi-colons.
Subject
The subject line.
Text box
The body of the email.

Data extensions

The following data extension is available for the report:

• Contract types