Set up contract management

Contract setup allows you to activate contract management extensions for sales and purchase functionality. The following procedure outlines how to perform this activity.

1. Select the Search icon , enter Contract Setup, and choose then related link.
   The Contract Setup page opens.

2. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Allow Orders Outside Date Range	Specify whether the order can be created when the associated contract is outside the specified date range. The options are Yes + Notification and No.
   Allow Posting Outside Date Range	Specify whether posting transactions are allowed when the associated contract is outside the specified date range. The options are Yes + Notification and No.

3. On the Purchase FastTab, enter the required information in the following fields:

   Field	Description
   Enable Contract On Purchase	Specify whether to enable the contract management extension purchase functionality.
   Auto Fill Purchase Contract Details	Specify whether the details of the purchase contract are automatically inherited into purchase documents when the item number is entered. This toggle is turned off by default.
   Purchase Date Range Applies-to	Specify the date range to consider when linking a purchase contract to a purchase document. The types of purchase document dates include: Document Date Order Date Posting Date Expected Receipt Date Requested Receipt Date Promised Receipt Date
   Purchase Contract Nos.	Specify a code that the number series will use when it assigns a number to the purchase contract.
   Auto Close Purchase Contracts	Specify a date formula value in conjunction with a job queue entry, after which the system automatically closes an expired contract. Select Job Queue > Auto Close Purchase Contracts after specifying a date formula to create an entry that will automatically close expired purchase contracts.
   Exceed Purch. Contract Qty. Alert Type	Select how the system must notify you if the Qty. to Receive field value exceeds the Contract Qty. field value when creating a purchase order from a purchase contract. The available options are: Error: The system displays an error message, preventing you from creating the purchase order. Warning: The system displays a warning message, but you can proceed with creating the purchase order, if needed. Further, the system displays a warning message when releasing a purchase order linked to a purchase contract.

4. On the Sales FastTab, enter the required information in the following fields:

   Field	Description
   Enable Contract On Sales	Specify whether to enable the contract management extension sales functionality.
   Auto Fill Sales Contract Details	Specify whether the details of the sales contract are automatically inherited into sales documents when the item number is entered. This toggle is turned off by default.
   Sales Date Range Applies-to	Specify the date range to consider when linking a sales contract to a purchase document. The types of sales document dates include: Document Date Order Date Posting Date Requested Receipt Date Promised Receipt Date
   Sales Contract Nos.	Specify a code that the number series will use when it assigns a number to the sales contract.
   Auto Close Sales Contracts	Specify a date formula value in conjunction with a job queue entry, after which the system automatically closes an expired contract. Select Job Queue > Auto Close Sales Contracts after specifying a date formula to create an entry that will automatically close expired sales contracts.
   Exceed Sales Contract Qty. Alert Type	Select how the system must notify you if the Qty. to Ship field value exceeds the Contract Qty. field value when creating a sales order from a sales contract. The available options are: Error: The system displays an error message, preventing you from creating the sales order. Warning: The system displays a warning message. You can proceed to create the sales order as needed. Further, the system displays a warning message when releasing a sales order linked to a sales contract.

• When creating the order, the system validates and proceeds based on the Allow Orders Outside Date Range field value.
• When posting the order, the system validates and proceeds based on the Allow Posting Outside Date Range field value.
• You are allowed to change the order and posting date range.
• For the Exceed Purch. Contract Qty. Alert Type and Exceed Sales Contract Qty. Alert Type fields, if the Aptean Over Under Delivery extension is installed and an over-receipt code is set up, the system allows receiving additional quantities, as defined in the over-receipt code. In this case, the system displays error or warning messages based on the configured alert type when the receiving quantity exceeds the over-receipt allowance.