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Contract Header Fields (red cell indicates mandatory field) | |||||||||||||||||||||||||||||||||||||||
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Field Name | Description | ||||||||||||||||||||||||||||||||||||||
Template | Use this to automatically default fields to the template of your choice. Templates can be built / modified via the Contract Template maintenance screen. | ||||||||||||||||||||||||||||||||||||||
Type | Purchase or Sale | ||||||||||||||||||||||||||||||||||||||
Entity | Either a customer (Sale) or vendor (Purchase) | ||||||||||||||||||||||||||||||||||||||
Commodity | What you're selling | ||||||||||||||||||||||||||||||||||||||
Quantity | The total quantity of the contract along with UOM | ||||||||||||||||||||||||||||||||||||||
Contract Date | Indicates the date when the document was created | ||||||||||||||||||||||||||||||||||||||
Entity Contract | Your customer or vendor's contract number | ||||||||||||||||||||||||||||||||||||||
Contact | Contact person associated with the contract. An email can be sent from here. | ||||||||||||||||||||||||||||||||||||||
Position | What kind of logistics you're going to use (e.g. Shipment (ocean vessel), Delivery (truck). This configures the fields in the logistics screen. | ||||||||||||||||||||||||||||||||||||||
INCO/Ship Term | Used to indicate who's paying for the freight. INCO location indicates where ownership changes. | ||||||||||||||||||||||||||||||||||||||
Country | |||||||||||||||||||||||||||||||||||||||
Pricing Type |
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Contract No | System assigned | ||||||||||||||||||||||||||||||||||||||
Salesperson | Add sales person name | ||||||||||||||||||||||||||||||||||||||
Contract Text | Text that prints on the contract. Example: terms & conditions. | ||||||||||||||||||||||||||||||||||||||
Signed | Checkbox: indicates that the farmer signed the contract. | ||||||||||||||||||||||||||||||||||||||
Printed | Checkbox: indicates that the contract was physically printed. | ||||||||||||||||||||||||||||||||||||||
Additional Info Tab |
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Documentation Tab | Allows the add of external documents to a given contract. | ||||||||||||||||||||||||||||||||||||||
DMS Tab | Similar to Documentation tab but allows more sophisticated managment management of documents. This is an optional module. | ||||||||||||||||||||||||||||||||||||||
Audit Log Tab | History of the contract history (field level changes). | ||||||||||||||||||||||||||||||||||||||
Approval Tab | Workflow statuses | ||||||||||||||||||||||||||||||||||||||
Activities Tab | Task managmentmanagement, intigrated integrated into CRM. | ||||||||||||||||||||||||||||||||||||||
History Tab | History at the sequence level. |
System assigned
Note: the columns in this section will vary based on the contracts price type.
Column | Description |
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Fixation By | |
Pricing Type | Defaults to the contract pricing type |
Currency | |
Futures Market | |
Mn/Yr | Futures month |
Futures | Future price |
Basis | Futures plus basis |
Cash Price | Comprised of amount and UOM |
Total Cost | Quantity x Cash Price |
Column | Description |
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ERP PO No | |
ERP Item No | |
ERP Batch No |
Column | Descriptions |
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Invoice Currency | Currency that should be used for invoicing |
Fx Valid From / To | |
Currency Pair | |
Exchange Rate | |
FX Price | |
Rate Type | |
FX Price UOM | |
FX Remarks | |
Assumed FX for Marginal Risk Report |
Column | Descriptions |
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Pickup/Deliver | |
Ship Via | |
Farm Invoice No | |
Producer | |
Claims to Producer | |
Fronting | |
Invoice | |
Provisional Invoice | |
Quantity Final | |
Certifications | |
Marks |
...
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