Approving / closing customer contract

Select the “Approve / Close Customer Contract” link under the “Sale Contract - Services” business component.

The “Approve / Close Customer Contract” page appears.

Enter the following fields in the “Search Criteria” group box:

Contract #	The unique number to identify the contract made with or without the customer for which you wish to retrieve details. You can enter the number in full or specify it partially using the "*" character. The system displays all the contract numbers that are similar to the number entered here.
Contract Type	Use the drop-down list box to select the type of contract for which you wish to retrieve details. The system lists the following options: General - Select this option if you wish to retrieve details of contract applicable to all the customers. Customer Specific - Select this option if you wish to retrieve details of contract applicable to a specific customer. By default the system leaves this field blank.
Contract Status	Use the drop-down list box to select the status of the contract you wish to retrieve. The system lists the following options: Confirmed Approved By default the system leaves this field blank.
Obj. Eff.	Use the drop-down list box to select the object which is covered in the contractThe system lists the following options: Aircraft -Select this option if the contract has aircraft as its object effectivity. Parts - Select this option if the contract has part as its object effectivity. Others – Select this option if the contract is for non-maintenance jobs. By default the system leaves this field blank.
Contract Category	Use the drop-down list box to select the category to which the contract belongs for which you wish to retrieve details. The system lists all the “active” contract categories as defined in the “Category” business component. By default the system leaves this field blank.
Sale Type	Use the drop-down list box to specify the sale type of the contract for which you wish to retrieve the details. The system lists all the “active” sale type entities defined in the “Define Process Entities” activity of the “Common Masters” business component. By default the system leaves this field blank.
Customer #	The customer with whom the contract is entered. You can enter the number in full or specify it partially using the "*" character. The system displays all the customer numbers that are similar to the number entered here. Ensure that this field is left bank if “General” is selected as the contract type.
Rev. Valid from	The starting date from which the contract’s revision number is valid.
Rev. Valid to	The ending date up to which the contract’s revision number is valid.

Select the “Search” pushbutton to retrieve the search results in the multiline.

The system displays the following fields in the “Search Results” multiline:

Contract #	The unique number identifying the contract which you wish to approve, return or close.
Revision #	The number identifying the revision of the contract to be approved, modified or closed.
Status	The status of the revision number in contract.
Sale Type	The type of sale in the contract which you wish to approve, return or close.
Customer #	The number identifying the customer with whom the contract is entered.
Customer Name	The name of the customer with whom the contract is entered.
Contract Category	The category to which the contract belongs with which you wish to approve / modify or close.
Obj. Eff.	The object for which the contract is effective, it could be aircraft, parts, both or others.
Rev. Effective from	The starting date from which the contract’s revision number is effective.
Rev. Effective to	The ending date up to which the contract’s revision number is effective.

Enter the following fields in the “Contract Details” multiline:

Reasons for Return / Closure

A textual description of the reasons for modifying or closing the contract. Data entry in this field is mandatory if you wish to close the contract.

Ensure that this field is left blank if you wish to approve a contract.

Termination Date

The date on which the contract is closed.

Ensure that a date is specified in this field only if you wish to close a contract.

Remarks

Any remarks associated with the contract.

Note: Ensure that at least one record is available in the multiline.

Click the "Approve" pushbutton, to approve the selected contract.

Note: Only Contract # / Revision # which are in “Confirmed” status must be approved.

Click the “Return” pushbutton to modify the details of the contract.

Note: Only Contract # / Revision # which are in “Confirmed” status must be returned.

Click the “Close” pushbutton to terminate the contract.

Note: The system allows closure of a contract only if any of its revision in “Approved” status is selected.

To proceed carry out the following:

Select the “Manage Customer Contract” pushbutton to record sale contract details.

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

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