User Guide

A Supplier Contract represents an agreement between the Organization and a Supplier. A Supplier Contract can be used to generate scheduled payments, known as Vouchers. The Contract can be moved through its workflow by opening the record from editing and clicking the applicable button at the bottom of the form.

To create a new Supplier Contract click the button in the top right-hand corner of the Supplier Contracts grid, which is accessed by expanding the Contracts heading in the tractFile menu bar on the left-hand side of your screen.

SUPPLIER CONTRACTS - Main Image

After clicking the button a New Supplier Contract form will immediately open. All yellow fields within this window are mandatory in order to be able to save the form, while white fields are optional. These optional fields include Document No., Name, Description, Reference Code, Term (Months), Expiration Date, Transaction Recurrence, Next Transaction Date, and Days Prior. Select the Contract Type, Supplier, Contract Date, Effective Date, Business Unit, Cost Center and Transaction Amount. File may be attached to the contract using the File Attachments field at the very bottom of the form.

SUPPLIER CONTRACTS - New

After modifying the main window of the Supplier Contract form, click the Save button located in the bottom right-hand corner to finalize the Supplier Contract. For more information on the Supplier Contract’s workflow see Contract Workflow and for rules see Contract Rules

Supplier Contracts