Click this icon to filter the Contract With list using the Filter builder.
11
‘Reset Grids’ icon
Click this icon to reset the columns in the grid to a default state.
12
Page Help icon
Click this icon to view basic information for working with the Contracts With list page.
The Contract With page
The Contract With page contains all details pertaining to the Contract With..
Actions available from this page include
View and updating fields, notes and security,
Adding Contact records.
Viewing the linked Contracts.
Print previewing the Contract With record.
Deleting the Contract with record.
The ‘Contract With’ page
Contract With page elements
ID
Element
Description
1
Contract With Name
Displays the Trading or Short Name of the currently displayed Contract With.
2
Contract With tabs
Click a tab to display the relevant Contract With details.
3
‘Save’ icon
Click this icon to save any changes you make on the Contract With page.
4
‘New Contract With’ icon
Click this icon to add a new Contract With record. The ‘New Contract’ window is displayed.
5
‘Print Preview’ icon
Click this icon to open the Preview Page to view, and optionally print, the displayed Contract With details.
6
‘Delete’ icon
Click this icon to delete the current Contract With.
7
‘Links’ icon
Click this icon to view and update all records linked to this Contract With record.
8
‘Record History’ icon
Click this icon to view all audit records associated with this Contract With record.
The Details tab
The Details tabs displays the main fields of the Contract With, including type, names and addresses.
The ‘Details’ tab
The Details tab elements
ID
Element
Description
1
‘Type’ field
Displays this Contract With ‘Type’.
2
‘Trading or Short Name’ field
Displays the name of this Contract With.
3
‘Legal Name’ field
Displays the Legal Name of the Contract With.
4
‘Street Address’ field
Displays the Street Address of the Contract With.
5
‘Postal Address’ field
Displays the Postal Address of the Contract With.
6
‘Website’ field
Displays the Website of the Contract With.
7
Help Reference icon
Click this icon to see further information about the Reference field
8
‘Reference’ field
Displays the Reference of the Contract With.
9
Perform Business Search icon
Click this icon to Perform a Business Search for the reference number.
10
‘Telephone’ field
Displays a contact number of the Contract With.
11
‘Fax’ field
Displays a Fax number of the Contract With.
12
‘Email’ field
Displays a contact Email Address of the Contract With.
13
‘Entity verified in accordance with procurement policy.’ selector
Select this tick box if this Contract With is verified.
The Notes tab
The Notes tab displays a list of all Notes that have been added to this Contract With record. These notes can be any relevant information relating to the Contract With record. Positions with View or Edit access are permitted to add Notes. Positions with Edit access can also update or delete the Notes.
Use the controls in the Column Headers to filter the Notes in the list.
4
Notes list
Each Note record displays the Note itself, and underneath (shaded) the Name of the person who created the Note and the date when the Note was created.
5
‘Edit Note’ icon
Click this icon to Edit a Note. The ‘Edit Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
6
‘Delete Note’ icon
Click this icon to Delete a Note. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in loss of data. Note: This icon only displays if you have ‘Edit’ security access.
The Contacts tab
The Contacts tab displays the contact details of the persons who are associated with this Contracts With.
The ‘Contacts’ tab
The ‘Contacts’ tab elements
ID
Element
Description
1
‘Add Contact’ icon
Click this icon to a new Contact. The ‘Add Contact’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
Use the controls in the Column Headers to filter the Contacts in the list.
4
Contacts list
Each Contact in the list consists of two parts: the top part is the Contact themselves, and the bottom part (shaded) displays the contact details of the person plus any Notes.
5
‘Edit Note’ icon
Click this icon to Edit a Contact record. The ‘Edit Note’ window is displayed. Note: This icon only displays if you have ‘Edit’ security access.
6
‘Delete Note’ icon
Click this icon to Delete a Contact record. A ‘Confirm Delete’ dialog is displayed to remind you that deleting this Record will result in loss of data. Note: This icon only displays if you have ‘Edit’ security access.
The Linked Contracts tab
All Contracts that this Contract With is selected as the Contract With on a Contracts detail tab, will be display here.
Hover over, or click the Menu Options icon, then click the ‘ New Contract With’ 1 option.
Or, from the ‘Contracts With’ list page, click on a Contract With record in the list to open the ‘Contract With’ page. Hover over, or click the Menu Options icon, then click the ‘ New Contract With’ 1 option.
The ‘New Contract With’ window opens. Complete the Contract With details in the window (see New Contract With window elements for details on each field).
Click the Save 14 icon to complete adding the new Contract With record. The Contract With page will display with this new record. Clicking the cancel 15 icon will close the ‘New Contract With’ window without saving the record.
‘New Contract With’ window elements
‘New Contract With’ window elements
ID
Element
Description
1
‘Type’ field
Select the Contract With ‘Type’.
2
‘Trading or Short Name’ field
Enter the Contract With name.
3
‘Legal Name’ field
Enter the Legal Name of the Contract With.
4
‘Street Address’ field
Enter the Street Address of the Contract With.
5
‘Postal Address’ field
Enter the Postal Address of the Contract With.
6
‘Website’ field
Enter the Website of the Contract With.
7
Help Reference icon
Click this icon to see further information about the Reference field
8
‘Reference’ field
Enter the Reference of the Contract With.
9
Perform Business Search icon
Click this icon to Perform a Business Search for the reference number.
10
‘Telephone’ field
Enter a contact number of the Contract With.
11
‘Fax’ field
Enter a Fax number of the Contract With.
12
‘Email’ field
Enter a contact Email Address of the Contract With.
13
‘Entity verified in accordance with procurement policy.’ selector
Select this tick box if this Contract With is verified.
14
‘Save’ icon
Click this icon to save the Contract With record.
15
‘Cancel’ icon
Click this icon to Close the ‘New Contract With’ window.
Click on a Contract With record in the list. The ‘Contract With’ page1 is displayed. Click each tab 2 to view the details of that tab. Update the Detail or Custom fields as required if you have Edit assess. Note: The Linked Contracts tab displays all Contracts with this Contract With.
Hover over, or click the Menu Options icon, then click the Save 1 option.
All positions that can view a Contract With record can add notes to the record.
Click the Add Note 1 icon.
Enter the Note text in the edit area 1. Click the Save icon 2 to save this note.
Or, click the Cancel 3 icon to stop adding the Note.
Edit a Contract With Note
Click the Edit Note 1 icon on the Note to update.
Update the Note text in the edit area 1. Then, click the Save 2 icon to save these changes.
Or, click the Cancel 3 icon to stop updating the Note.
Delete a Contract With Note
Click the Delete Note 1 icon on the Note to delete.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
Update Custom Fields
The ‘Custom Fields’ tab is only displayed if Custom Fields have been configured by the Administrator. Custom Fields are your organisations required extra Contract information extended from the Details tab.
This tab displays all Contacts with this Contract With.
Add a Contact
Click the New Contact 1 icon.
Enter the Contact fields 1 through 9. See New Contact window elements for more information on each field. Click the Save 10 icon to save this Contact.
Or, click the Close 11 icon to cancel adding the Contact.
New Contact window elements
‘New Contact’ window elements
ID
Element
Description
1
‘First Name’ field
Enter the First Name of the Contact.
2
‘Surname’ field
Enter the Surname of the Contact.
3
‘Title’ field
Enter the Title of the Contact.
4
‘Telephone’ field
Enter the Telephone of the Contact.
5
‘Fax’ field
Enter the Fax of the Contact.
6
‘Email’ field
Enter the Email address of the Contact.
Note: An email address is required if this person is complete Attestations.
7
‘Mobile’ field
Enter the Mobile/Cell of the Contact.
Note: This number must include the international code if using SMS Attestation verification is used. The Email 6 is required also.
8
‘Key Contact’ checkbox
Select if this Contact is a Key Contact. This value is for display purposes and does not effect any processing.
9
‘3rd Party Contact’ checkbox
Select if the Contact is a 3rd Party Contact. This value is for display purposes and does not effect any processing.
10
‘Notes’ field
Enter any additional Notes about this Contact.
11
‘Save’ icon
Click this icon to save the Contact. The ‘New Contact’ window will close and a confirming message will be displayed.
12
‘Close’ icon
Click this icon to close the window and cancel adding this Contact.
Edit a Contact
Click the Edit Contact 1 icon on the Contact to edited.
Update the Contact fields as required. See New Contact window elements for more information on each field. Then click the Save 1 to save these changes.
Or, click the Close 2 icon to cancel updating the Contact.
Delete a Contact
Click the Delete Contact 1 icon on the Contact to delete.
The ‘Confirm’ window appears. Click OK to delete, or click Cancel.
View Linked Contracts
This tab display all contracts linked to this Contract With.
New Contract With’ 
