Managing Customer Contract

Select the “Manage Sale Contract” activity in the “Sale Contract - Services” business component.

The “Manage Customer Contract” page appears.

Enter the following fields in the “Contract Details” group box:

Contract # / Rev. #

The number identifying the contract. Data entry in this field is mandatory on creation of a sale contract, based on the sale type.

Ensure the following:

The contract number specified in this field does not have any special characters other than " - " or " / “.
The contract number specified here exists for the login user while modification.

Help facility available

In the editable box alongside, enter the number identifying the revised contract for which you wish to modify the details.

Ensure the following:

The revision number specified here is “0” when you wish to create a contract.
The number entered here is a valid revision number for the contract number specified.

Create Contract

Select this radio button if you wish to create a contract.

Note: The system allows create mode only up till the contract details are saved in the “Primary Info.” tab. All the other tab pages, Aircraft Effectivity, Part Effectivity, Part Serial, Work Scope, TAT – Aircraft, TAT – Parts, Inc. & Excl. - Task, Exc. – Consumed Parts and Contact Upload Summary) link pages (Edit Pricing & Invoicing Details, Edit Terms of Execution, Edit Incoming & Outgoing Terms, Edit Additional Info., Upload Documents, View Associated Doc. Attachments) and the Confirm and Cancel pushbuttons will be in edit mode only.

Modify Contract

Select this radio button if you wish to edit the details of a contract, Mandatory if you wish to edit contract details.

Click the “Go” pushbutton to retrieve the search details.
Select the “Contract Details.” tab page to record primary contract information
Select the “Aircraft Effectivity” tab page to record the details of aircraft covered in the contract.
Select the “Part Effectivity” tab page to record part covered in the contract.
Select the “Part Serial” tab page to record serial numbers for the part covered in the “Part Effectivity” tab.
Select the Work Scope - US Defense tab page to record work scope details for US Defense contracts.
Select the “ Work Scope” tab page to record the scope of work to be performed on the object covered in the contract.
Select the “TAT – Aircraft” tab page to record TAT the time required to service an aircraft for a given effectivity .
Select the “TAT - Parts” tab page to record the time required to service a part for a given effectivity or repair process code.
Select the “Incl. & Excl.” tab page to include / exclude pricing basis for objects serviced.
Select the "Excl. - Consumed Parts" tab page to record exclusions for consumed parts
Select the “Contract Upload Summary” tab page to view a summary of mandatory tab pages for which data is to be provided.
Click the “Confirm Contract” pushbutton to confirm a contract.

The system performs the following:

Generates a contract number on creation of a contract and by default checks the “Modify Contract” radio button.

Queues up contrats with Contract Stage 'Bid' for 'Approval'

Allows contracts for Approval / Close Service Contract only after “Release for Approval”

Updates the contract status from ‘Draft’ to ‘Fresh’ for ‘Cost Plus’ Pricing Basis only if the markup details are specified against all the effectivity codes in the Aircraft/Part/Work Scope/US Defense -Work Scope/Incl. & excl. – Task and Other Direct Charges tab pages for which the pricing basis is selected as ‘Cost Plus’..

Note: The system allows only those contracts that are in ‘Fresh’ or ‘Returned’ status to be confirmed.

Click the “Cancel Contract” pushbutton to cancel a contract.

Note: The system allows only those contracts that are in confirmed status with contract stage Bid' for release for approval.

Click the “Release For Approval” pushbutton. The system updates the bid contract status from “Confirmed” to ‘Pending Customer Approval’.

The system performs the following:

Does not allow a contract which is already in Pending for Approval status to be cancelled.

To proceed, carry out the following:

Select the “Edit Pricing & Invoicing Details” link at the bottom of the page to record the pricing information for objects covered in the contract.
Select the “Edit Terms of Execution” link at the bottom of the page to record terms and conditions of the contract.
Select the “Edit Incoming & Outgoing Terms” link at the bottom of the page to record shipping and billing details of the customer.
Select the “Edit Additional Info.” link at the bottom of the page to record additional information for the contract.
Select the "Managing price escalations" link at the bottom of the page to record price escalations against contracts/pricelists.
Select the “Upload Documents” link at the bottom of the page to upload the documents.

Refer to the “Object Attachments” online help for more details.

Select the “View Associated Doc. Attachments” link to view the associated document attachments.

Refer to the “Object Attachments” online help for more details.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login user id of the person who created the contract.
Created Date	The date on which the contract was created.
Last Modified By	The login user id of the person who modified the contract details last.
Last Modified Date	The date on which the contract was modified last.
Confirmed By	The name of the user who confirmed the contract.
Confirmed Date	The date on which the contract was confirmed.
Approved By	The name of the user who approved the contract
Approved Date	The date on which the contract was approved.
Cancelled By	The name of the user who cancelled the contract.
Cancelled Date	The date on which the contract was cancelled.