Telus TPM Documentation
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Contract Search
To search for Contracts, click on Contract and select Search.
Enter search criteria and select Search or click the Enter key on the keyboard. Refer to the Search Legend for specifics on how to perform And, Or, Not, Prefix, or Grouping searches.
The contract search is a “Full Text” search. Example: If “Approve” is entered in the Header and search, the results will have “Approval”, “Approved” as part of the contract header - in the below example the text is either in the Contract Name or Contract State column. The search results can also be filtered by entering text in box at the top of each column and clicking Enter on the keyboard. To clear a filter, delete the text in the column search and click Enter.
By default, only contracts in a Claimable status are returned - the Claimable column defaults to True. This includes contracts in Active, Approved or Expired status. To see non-Claimable contracts, select False - this will return contracts in Draft, Evaluation, Amended, Terminated or Cancelled status. To see all contracts, select the blank option in the dropdown.
Highlight the contract row and double-click or click the View button at the bottom of the screen to view the Contract.
Search Criteria Options:
Header: Contract ID, Contract Name, Contract Status, Start Date, End Date, Contractee, Creator First Name, Creator Last Name, Contact Name, Contact Email, Contact Phone
Product: Product Name, Product Number, Grouping Description, Grouping Code
LumpSum: LumpSum Description, LumpSum Code, Contract LumpSum Description, Amount
Distributor: Company Name, Company Number, Grouping Description, Grouping Code, Address, City, State, Postal Code, Country
Client Defined Fields: This section searches on the values of the Client Defined Field - so if there is a checkbox, enter true/false for checked/unchecked. It also searches number values, date values and list values.
