Settings are pulled from the customer's trader card and the Pricing & Deals options.
- Contact – the contact at the customer the contract was accepted by. Click the ellipsis […] button to open Contacts.
- Budget –
- Department – customer's department.
- Reference – contract reference. Used to name the contract on HorizonWeb or quicklist on EvolutionX.
- Source – the channel through which the contract was requested
- Date – date contract created
- Hold – prevents contract influencing price. The contract is not displayed on HorizonWeb or exported to EvolutionX.
- Disputed – prevents contract influencing price. The contract is not displayed on HorizonWeb or exported to EvolutionX.
- Printed – no effect.
- Report –
- Process type –
- Due – the expiry date for the contract. After this date, the contract will not be used to calculate prices.
- Locked – the document is open with another user.
- Customer – the customer's code is displayed. Click the ellipsis […] button to change the customer.
- Document number – each sales contract has a unique document number.
- Goods –
- Cost –
- Profit –
- VAT –
- Inc VAT –
- Currency –
Contract Options
- Ignore net flag – ignore the Net flag for items. Can be used for Discount deals that are not item or product deals as they automatically override the Net flag.
- Priority – contracts are given a priority so one can supersede another. The user option Allow change contract price below set priority is used to allow only certain users to change a contract's details.
- Force code – forces the item code on the contract to be displayed when entering orders, when several items are linked to one product.
- Auto track prices – auto track prices affects margin deals. The default is set in Pricing & Deals.
- When selected, the contract calculates a price based on the deal scope cost for the items used in the deal.
- When cleared, it will use the prices in the contract.
Example
Set a deal scope of %margin for lead item cost in two different contracts. Contract A does not use Auto track prices, Contract B uses Auto track prices – they are otherwise identical. In each contract, an item code has cost £5.00, but on the stock card the cost is £6.00. If the %margin is set to 20%, then Contract A will use a price of £5.00 ÷ ((100 - 20) ÷ 100) = £6.25. Contract B (using auto track) will calculate a price of £6.00 ÷ ((100 - 20) ÷ 100) = £7.50.
Contract B's costs are updated when terms are updated they are tracking the cost prices. The sales contract itself does not automatically update, it pulls the cost from the product.
Note: This option is ignored when using the Last cost costing method.
- Reference –
- Use deal cost – select to apply PACT costs.
See Also
