Enter the responsibility code.

This code can be used as a selection criterion when generating the Contract Progress Report.

Enter the name of the person responsible for handling the contract.

This field is used only as a note.

Enter the standard hierarchy code for the contract if required. This field is optional.

The standard hierarchy code is used when jobs and/or quotations are attached to the contract.

Standard hierarchy codes are defined using the Standard Hierarchies program.

Enter the code of the primary customer for whom you are creating the contract.

This field is optional, but if you intend to process deposits and retentions for this contract, then you must enter a customer number.

The customer code you enter here must also be entered against any jobs or sales orders created for the contract.

You must enter a valid customer code before you can enter details for deposits or retentions against the contract.

Enter the date on which the contract should be completed.

If you select a billing method other than Manual entry, then you must enter an estimated completion date.

You can use this date as a selection criterion when generating reports.

Enter the date when billings are going to be posted against a contract.

This date can be used to produce a report for those contracts which may need to be invoiced against a customer.

Enter the date on which the contract must next be reviewed.

This date can be used by the person responsible for producing progress reports, which assist in keeping track of developments and setting new billing dates if required.

Enter the date the contract was last reviewed.

This field is updated with the existing next review date each time the next review date is changed.

You can only access this field when maintaining an existing contract.

This date cannot be after the Next review date.

Enter the date on which the contract was completed.

An entry of 00/00/00 indicates that the contract is incomplete.

This date can be used as a selection criterion when generating the Job Transaction Report.

You can only access this field when maintaining an existing contract.

Indicate the billing method required for the contract.

If you want to create a billing schedule for the contract, then you need to select a billing method other than Manual entry.

The billing method you select applies to all schedules for a contract.

This option is disabled if:

Progress billings are claims or payments made against a contract while the contract is in progress (i.e. before the contract is complete). They are the payment intervals for work completed on a project according to the agreed terms of the contract. Once you have selected a billing method, you define a schedule, using the P&C Billing Schedules program, to indicate when progress billings must be made and the amount or percentage to bill.

Select this to create schedules for progress billings to occur on a specific day of the month. Progress billings occur until either the estimated date of completion or the total value of the project is reached.

If you select this option, then at the time of creating a hierarchical job and linking it to the contract, you are prompted to enter the billing schedule.

Select this to create schedules for progress billings to occur according to a series of fixed dates. A billing amount or a billing percentage can be defined against the schedule.

If you select this option, then at the time of creating a hierarchical job and linking it to the contract, you are prompted to enter the billing schedule.

Select this if you want progress billings to occur when a specific percentage of the head and/or section of a hierarchical job for the contract is complete. The completion percentages for the heads/sections are defined against the schedule for each hierarchical job.

If you select this option, then at the time of creating a hierarchical job and linking it to the contract, you are prompted to enter the billing schedule.

Select this if you want progress billings to occur when a specific percentage of the anticipated cost for the head/section of a hierarchical job is reached. The amount specified in the Anticipated value 1 field against the head/section is always used for the calculation (see P&C Maintenance of Job Hierarchies).

If you select this option, then at the time of creating a hierarchical job and linking it to the contract, you are prompted to enter the billing schedule.

Select this if you want the progress billing to occur when the required percentage of the total accumulated costs for the contract is reached.

The schedule for this billing method is defined at contract level. You use the Create Schedules function of the Browse on Contracts program to define the percentages of the accumulated costs for the contract at which progress billings must be made.

Select this if you do not want to create a progress billing schedule for the contract.

If you select this option, then you determine the timing of progress billings manually. You use the Part Billings program to manually process the progress billings. In addition, you will be unable to define either deposits or retentions.

Select this to define the percentages of the accumulated costs for the contract at which progress billings must be made.

This option is only enabled if you selected the billing method: Percentage of costs accumulated.

Select this to automatically calculate the deposit amount for each schedule at the time of confirming the quote.

The deposit amount is calculated according to the percentage you enter in the Percentage field below.

If you select this option, then the P&C Deposit Creation and Maintenance screen is not displayed at the time of accepting the contract and confirming the quotation.

Select this to base the deposit amount on a percentage of the contract selling price.

If you select this option, then you must enter the percentage to apply in the Percentage field below.

Enter a notation relating to the deposit.

This notation is entered against the miscellaneous sales order line that is created for the deposit.

Enter a valid product class for the deposit line on the sales order. The product class defines the General Ledger accounts to which the deposit amount is distributed. A valid product class must be entered.

Select this if the deposit amount is subject to tax.

This field is not enabled if the customer is defined as Non taxable (Customers).

Enter the tax code applicable to the deposit.

The Descriptive tax code must be used if defined (Descriptive Tax Code Browse/Maintenance).

This field is only enabled if you selected the Taxable option.

Tax codes are defined using the Tax Code Setup program.

Select this if the deposit amount is subject to General Sales Tax.

This option is only displayed if you selected the setup option: Canadian GST required (Company Tax Options Setup ).

This field is not enabled if the customer is defined as Non taxable (Customers).

Enter the GST tax code applicable to the deposit.

Select this if the contract is subject to a retention amount.

This option is not enabled when your AR invoice numbering is set to Alphanumeric (Set Key Information) and your Invoice numbering method is Company (Set Key Information) because the system cannot allocate an invoice number.

Select this if you want to use the P&C Retention Creation and Maintenance program to enter the retention amount manually for each schedule at the time of either confirming the quote or creating jobs for the contract.

When you use the Billing Schedule Review program to bill the customer, you are prompted to apply all or part of the retention as payment.

Select this if you want the system to automatically calculate the retention amount for each schedule at the time of confirming the quote or creating the jobs for the contract.

If you select this option, then the P&C Retention Creation and Maintenance screen is not displayed at the time of confirming the quotation or creating the job(s).

When you use the Billing Schedule Review program to bill the customer, the retention amount is automatically calculated according to the percentage you enter in the Percentage field below.

Select this if you want to create a retention schedule that is billed based on the estimated completion date of the contract. The schedules you create are based on the value of the selling price less the retention amount. A final retention schedule is created which is due on contract completion.

These retention schedules are date driven, so this option can only be selected if your billing method is set to Fixed day of the month or Series of fixed dates.

If you select this option, then when you use the Billing Schedule Review program to bill the customer, you are not prompted to enter retention information and the system does not automatically apply a retention percentage to each schedule. One final retention schedule due on the estimated date of completion of the contract is created instead.

Select this to base the retention amount on a percentage of the contract selling price.

If you select this option, then you must enter the percentage to apply in the Percentage field below.

Enter a valid product class for the retention. The product class defines the General Ledger accounts to which the retention amount is distributed. A valid product class must be entered.

Enter the terms applicable to the retention value.

Select this if the retention amount is subject to tax.

This field is not enabled if the customer is defined as Non taxable (Customers).

Enter the tax code applicable to the retention amount.

This field is only enabled if you selected the Taxable option.

Select this if the retention amount is subject to General Sales Tax.

This only applies if the option: Canadian GST required is enabled (Company Tax Options Setup).

This field is not enabled if the customer is defined as Non taxable (Customers).

Enter the GST tax code applicable to the retention amount.