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contract_template_-_view

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contract_template_-_view [2017/10/09 13:36] – lisa.maloneycontract_template_-_view [2024/08/27 14:06] (current) – tina.robles
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 Click on the Contract Template Admin menu option to view, edit and add Templates. Click on the Contract Template Admin menu option to view, edit and add Templates.
  
-{{:pasted:20170425-145221.png}}+{{:pasted:20240827-140248.png}}
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 **View Template** **View Template**
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 To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs. To view a template, select a template from the drop down. The Active Indicator, Template Description and Template Code will display as well as several tabs.
  
-{{:pasted:20170425-145533.png}} +{{:pasted:20230605-114304.png}}
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-{{:pasted:20170425-151620.png}}{{:pasted:20170425-151633.png}}{{:pasted:20171009-133422.png}}+
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 __General__ __General__
  
-The General tab displays the filters on the left: +The General tab displays the filters on the left.  Check the box to make the filter Active.
  
-{{:pasted:20170425-145827.png}}+{{:pasted:20230605-114346.png}}
  
 Each of the Filter options correspond to one of the tabs on the template.  If a Filter's Active box is checked, that means there are restrictions on that field on the template.  For example, if the User Filter Active box is checked, click the User tab to view the list of users who have access to the template.  This applies to all of the filter options. Each of the Filter options correspond to one of the tabs on the template.  If a Filter's Active box is checked, that means there are restrictions on that field on the template.  For example, if the User Filter Active box is checked, click the User tab to view the list of users who have access to the template.  This applies to all of the filter options.
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 The contract header, pricing, approval options, and decimal setting display on the right side of the General tab: The contract header, pricing, approval options, and decimal setting display on the right side of the General tab:
  
-{{:pasted:20170505-130412.png}}+{{:pasted:20240827-140507.png}}{{:pasted:20240827-140521.png}} 
 + 
 +These selections show which fields will be available for selection when creating a contract and adding pricing. The Contract Approval Policy displays which approval process the contract templates will follow.  The Contract Rate Numeric Decimal Scales shows the number of decimal places that can be entered on the direct/deviated rate for contract products and the Contract Value Percent Decimal Scale shows the number of decimal places that can be entered for percent values. 
 + 
 +**Preset Contract** - if a preset contract is selected, when contracts are created using this template, the products, pricing, and other information is pre-filled and non-editable.  
 + 
 +**Date Range Type**    
 +  * Range - No Dates Entered: this will allow contracts to be created with any start and end date. 
 +  * Range - Start and End Dates Entered: this will allow contracts to be created with start and end dates anywhere between the dates on the template. 
 +  * Explicit - Start and End Dates Entered: this will force contracts created on that template to have the start date and end date as specified on the template and the user is unable to modify the contract dates. 
  
-These selections show which fields will be available for selection when creating a contract and adding pricing. The Contract Approval Policy displays which approval process the contract templates will follow.  The Contract Rate Numeric Decimal Scales shows the number of decimal places that can be entered on the direct/deviated rate for contract products. 
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 +
 __Users__ __Users__
  
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 **Requires Contract Ownership**:  If this box is checked, the user can only see contracts on the selected template which they created.  They will not have visibility to contracts on that template created by another user. **Requires Contract Ownership**:  If this box is checked, the user can only see contracts on the selected template which they created.  They will not have visibility to contracts on that template created by another user.
  
-**Requires Contractee Visibility**:  If this box is checked, the user will only be able to see and create contracts where they have visibility to the contractee company.  For example, if Sysco Atlanta is not in the users visibility hierarchy, they won't be able to create contracts for Sysco Atlanta or view contracts for Sysco Atlanta on that template even if Sysco Atlanta is an eligible contractee on the template.+**Requires Contractee Visibility**:  If this box is checked, the user will only be able to see and create contracts where they have visibility to the contractee company or eligible distributor.  For example, if Sysco Atlanta is not in the users visibility hierarchy, they won't be able to create contracts for Sysco Atlanta or view contracts for Sysco Atlanta on that template even if Sysco Atlanta is an eligible contractee on the template.  They also wouldn't be able to add Sysco Atlanta as an eligible distributor on a contract.
  
 Note that these options apply to each individual user row. Note that these options apply to each individual user row.
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 __Contractee Company Types__ __Contractee Company Types__
  
-If the Contractee Company Type Filter is Active, this grid will display a list of contractee company types available on the template.  If the Contractee Company Type Filter is not Active and no company types are selected, this grid will be blank.+If the Contractee Company Type Filter is Active, this grid will display a list of contractee company types available on the template.  If the Contractee Company Type Filter is not Active and no company types are selected, this grid will be blank.   
 + 
 +**If the Contractee Company Type is selected, this changes the records displaying on the Contractee Companies and Contractee Company Groupings tab to an EXCLUSION instead of an INCLUSION.**
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 __Contractee Companies__ __Contractee Companies__
  
-If the Contractee Company Filter is Active, this grid will display a list of contractee companies available on the template.  If the Contractee Company Filter is not Active and no contractee companies are selected, this grid will be blank.+__**If the Contractee Company Type filter is NOT set** and if the Contractee Companies Filter is Active__: this grid will display a list of contractee companies available on the template.  If the Contractee Companies Filter is not Active and no contractee companies are selected, this grid will be blank. 
 + 
 +__**If the Contractee Company Type filter IS set** and if the Contractee Companies Filter is Active__: this grid will display a list of contractee companies which are EXCLUDED from the template.  As an example, if the Company Type filter is set to Distributor and the Contractee Companies tab displays a record of Sysco Boston, all distributors EXCEPT Sysco Boston will be selectable as a contractee for that template.
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 __Contractee Company Groupings__ __Contractee Company Groupings__
  
-If the Contractee Company Grouping Filter is Active, this grid will display a list of contractee company groups available on the template.  If the Contractee Company Grouping Filter is not Active and no contractee company groups are selected, this grid will be blank.+__**If the Contractee Company Type filter is NOT set** and if the Contractee Company Groupings Filter is Active__: this grid will display a list of contractee company groups available on the template.  If the Contractee Company Groups Filter is not Active and no contractee company groups are selected, this grid will be blank. 
 + 
 +__**If the Contractee Company Type filter IS set** and if the Contractee Company Groups Filter is Active__: this grid will display a list of contractee company groups which are EXCLUDED from the template.  As an example, if the Company Type filter is set to Distributor and the Contractee Company Groups displays a record of All Sysco, all distributor groups EXCEPT All Sysco will be selectable as a contractee group for that template.
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 __Distributor Companies__ __Distributor Companies__
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 This displays the Letters that are available to download for contracts on the selected template. This displays the Letters that are available to download for contracts on the selected template.
-{{:pasted:20171009-133547.png}}+{{:pasted:20240827-140614.png}}
contract_template_-_view.1507556164.txt.gz · Last modified: 2017/10/09 13:36 by lisa.maloney

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