The Contract / Identity Tab includes a number of different Sections that allow you to track various kinds of information about the Contract. The more information you can record about your Contract, the better your knowledge and use of the records.
General Information Section
The minimum amount of required information about the Contract is found in the General Information Section and the Details Section. The only required fields are the Contract #, Start Date, and End Date. The following are definitions of fields in this section.
The Identity Tab Sections of online help includes field definitions for this section.
Details
Use the Details Section to record the default rate Def Hourly Rate, indicate whether it is a Negotiated Contract or put out for Bids, add Contract Values, and review information regarding recent Contract Work Orders. The following are definitions of fields in this section.
The Identity Tab Sections of online help includes field definitions for this section.
Agreement
This free-form Section is useful when you want to include highlights of the Agreement. Note that you can use Linked Documents on the Navigation Panel to attach a copy of the full Agreement.
Projects
If WebTMA Projects are associated with the Contract, choose the Add Project link in Add or Edit mode to add the Project Code. Project Requisitions for the linked Projects display on the Contract / Requisitions Tab.
Bidders
When a Contract is put out for bid, choose the Add Bidder link in Add or Edit mode to open the Bidder Entry flyout and record bidder details and amounts.
Ratings
Use the Ratings Section to enter performance ratings. Throughout the life of the Contract, you can edit the record, select the Add Rating link, and complete the Contract Rating Entry flyout. Note that the Rating selections are created by your WebTMA System Administrator from Organization > Lookups > Contract Ratings.
Change Orders
Once awarded, most fields on the Contract window cannot be changed; however, the Change Orders Section allows you to extend the End Date and Change Amount of the Contract. These changes are reflected in the General Information and Details Sections. Change Orders cannot be added to Open or Closed contracts.
Terms
The Terms Section displays the payment Terms (Discount Days, Percentage, and Net Days. It is a summary of Contract terms regarding discounts, percentages, and amounts. In this Section, you have the option to choose Actual Dollars or a Percent of Total.
Comments
Insert any relevant notes about the Contract or Contractor for reference.