The Contract Maintenance Filter has a large number of prompts available. The fields have been grouped/framed for easy reference. It is not expected that this screen will have user value selections from all, many, or most groupings during the same filter run (though it is allowed). Many times just a couple of entries in one or two of the groupings will return the best selection of matching contracts.
The first grouping is for “States” of a contract.
The second grouping is for interest in “Type” of contract and “Pricing Values” (contract level or item level).
The third grouping is for information “Related to a Contract” (when it was processed last, is it linked).
The last grouping is for “Specific Ranges of Information” relating to the various values a contract can have associated with it.
The Contract Maintenance Filter screen, upon initial entry, is set to return all contracts.
Field Descriptions
Use the following fields to filter contracts:
1. Priority Contract
All – ignore priority settings
Exclude- include only contracts that do not have priority selected
Only – include only contracts that do have priority selected
2. Effective
All – ignore effective dates
Always – include only contracts that have an effective date of “Always”
Before – include only contracts having an effective date before the entered date
After – include only contracts having an effective date after the entered date
On – include only contracts having an effective date matching the entered date
3. Expires
All – ignore expiration dates
Never – include only contracts that have an expiration date of “Never”
Before – include only contracts having an expiration date before the entered date
After – include only contracts having an expiration date after the entered date
On – include only contracts having an expiration date matching the entered date
4. Approval Status
All – ignore the approval status
Contracts not approved– include only contracts not yet approved
Contracts that have been approved– include only already approved contracts
5. Contract Type
All – ignore contract type
Level Price – include only contracts of type Level Price
Quantity Break – include only contracts of type Quantity Break
6. Pricing Level
All – ignore pricing level
Contract – include only contracts that have pricing entries at the contract level
Item – include only contracts that have pricing entries at the item scope level
7. Price/Quantity – This field and the one beside it are disabled unless Contract Type is not All and Pricing Level is not All. Selection of the Contract Type determines whether Price (for contract types of Level Price) or Quantity (for contract types of Quantity Break) is used and selection of the Pricing Level determines whether price/quantity is searched for at the contract level or the item scope pricing level.
All – ignore price/quantity
Less Than – search for values less than the adjacent entered value. Rule: the value entered in the adjacent field is over the entire range of entries available at the pricing level (contract or item scope) indicated; so, if there are 6 levels/breaks and one of those levels/breaks has a Price/Quantity that matches this criteria then that contract is included.
Greater Than – search for values greater than the adjacent entered value; same rule as above
Equal To – search for values that match the adjacent entered value; same rule as above
8. Multiplier
This field, for multiplier values, behaves in the same fashion as Price/Quantity
9. Commission
This field, for commission values, behaves in the same fashion as Price/Quantity
10. Last Used Date
All – ignore the last used date
Exclude – include only those contracts that have no last used date (never processed through a DSR)
Only – include only those contracts that have passed through a DSR. This options ‘turns on’ the Beginning and Ending fields adjacent so that a date range of contracts last used can be entered. Dates are not required. Beginning dates can be entered without an Ending date (or vice versus) or both Beginning and Ending dates can be entered.
11. Chained Contracts
All – ignore chained contracts settings
Exclude – include only those contracts that do not have a chain
Previous – include only those contracts having a previous contract listed. This selection ‘turns on’ the Beginning and Ending fields adjacent so that a range of contract numbers can be entered. Entry of a Beginning contract number is not mandatory, however, if entering a Beginning contract then it is mandatory to enter an Ending contract number (even if all 9s).
Next – include only those contracts having a next contract listed. This selection also turns on the Beginning and Ending fields adjacent; see above for described functionality.
Both – include only those contract that have both a previous contract listed and a next contract listed; if both do not exist then do not include the contract. The Beginning and Ending fields adjacent are ‘turned on’ and the values entered are compared to both the previous contracts listed for a contract and to the next contracts listed for a contract. For example, if the beginning value is 12 and the ending value is 14 then, when a contract is checked for inclusion, the contract’s previous contract value is checked to be either 12, 13, or 14 – if true then the contracts next contract value is checked to be either 12, 13, or 14 – if true then the contract passes this inclusion validation (once again, using Both requires that both a previous and next contract be chained to this contract).
12. Scopes – Changing scopes will reset the accompanying Exclude check box (to unchecked) and entry Grid (to no entries). The entries made in the entry Grid are “include only” entries. If the Exclude check box is selected then any entries in the grid specify to exclude those specifically. Grids do cross-reference against contracts to be returned. A scope of ‘customers’ where the grid has 3 customers to include (granting that the non-scope conditions have been met of the three earlier groupings/frames) will return those contracts wherein any 1 of the three customers are listed. Subsequently, if on the same filter a second scope of Ship-To has 3 entries then those contracts returned will be those where any 1 of the three ship-tos are listed that also have 1 of the three customers listed. Therefore, if a contract has 1, or 2, or all 3 of the customers specified in the customer grid but none of the ship-tos specified in the ship-to grid then that contract will not be returned.
Selecting, for example, Contract as the first scope means that trying to select Contract as one of the other 3 scopes is invalid – this holds true for selecting any scope option; once selected it cannot again be selected on the same filter for any other scope.
The filter can be run multiple times and any found contracts on subsequent runs ‘merged’ with the current list view collection.
In some scope options selecting the scope and leaving the grid empty has a specific function (while other scope options when selected and leaving the grid empty perform no selection functions –details follow, per scope).
NS – None Selected
CT – Contract – Enter contract numbers. Press or F2 to search. Selection of this option and leaving the grid empty is the same as not selecting the option.
CU- Customers – Enter customers. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘All Customers’ check box selected. If the accompanying Exclude is selected and the grid is empty then that will exclude contracts where the ‘All Customers’ check box is selected.
SP – Salesperson – Enter salespersons. Press or F2 to search. Selection of this option and leaving the grid empty is the same as not selecting the option. This is specific to a customer’s listed primary salesperson and will return contracts in which that entered salesperson is the primary salesperson for the contracts entered customer. Note: entry for specific salespersons performs validation only for contracts that have specific customers entered. Contracts in which a customer class is entered (without listing a customer specifically) will not be returned even when a customer is part of this class and the salesperson entered is that customer’s primary salesperson. If the contract is marked for “All Customers” the same noted exception applies.
QT – Quote – Enter the quote origination. Press or F2 to search. Selection of this option and leaving the grid empty returns only those contracts having quote origination. Selection of this option and leaving the grid empty and selecting the ‘exclude’ check box will return only contracts without quote origination.
CP – Customer Price Class – Enter customer price class. Press or F2 to search. Selection of this option and leaving the grid empty is the same as not selecting the option.
ST – Ship To – Enter ship to. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘All Ship Tos’ for a customer check box selected. If the accompanying Exclude is selected and the grid is empty then that will exclude contracts where ‘All Ship Tos’ is selected. A contract is included even if only one entry has the qualifying entry.
SW – Shipping Warehouse – Enter shipping warehouse. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘Warehouse Ships’ drop box value All. If the accompanying Exclude is selected and the grid is empty then that will include only contracts where ‘Warehouse Ships’ drop box value of None is selected.
SV – Shipping Vendor – Enter shipping vendor. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘Direct Ships’ drop box value All. If the accompanying Exclude is selected and the grid is empty then that will include only contracts where ‘Direct Ships’ drop box value of None is selected.
IT - Item – Enter items. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘All Items’ check box selected. If the accompanying Exclude is selected and the grid is empty then that will exclude contracts where ‘All Items’ is selected.
IP – Item Price Class – Enter item price class. Press or F2 to search. Selection of this option and leaving the grid empty is the same as not selecting the option.
PV – Primary Vendor – Enter primary vendor. Press or F2 to search. Selection of this option and leaving the grid empty is the same as not selecting the option.
UM – Unit of Measure – Enter UMs. Press or F2 to search. Selection of this option and leaving the grid empty is equivalent to saying “return only contracts that have the ‘All UMs’ check box selected. If the accompanying Exclude is selected and the grid is empty then that will exclude contracts where ‘All Items’ is selected. A contract is included even if only one entry has the qualifying entry.
BS – Basis – Enter a basis code (see the status bar for codes). Selection of this option and leaving the grid empty is the same as not selecting the option. Selection of the Exclude check box will indicate return all contracts where this Basis is not in existence. Rule: the value entered in the grid is over the entire range of entries available at indicated Pricing Level; so, if there are 6 levels/breaks and one of those levels/breaks has a value that matches this criteria then that contract is included. If the Pricing Level is All then the value must exist at both the contract and item scope levels.
BK – Break – Enter a break number (see the status bar for numbers). Selection of this option and leaving the grid empty is the same as not selecting the option. Same rule as Basis.
LV – Level – Enter a level number (see the status bar for numbers). Selection of this option and leaving the grid empty is the same as not selecting the option. Same rule as Basis.
EX – Excluded Item types – Enter an excluded items code (see the status bar for codes). Selection of this option and leaving the grid empty is the same as not selecting the option.
13. Collection
Merge – Merge any found contracts to the collection already loaded. This allows for the filter to be run multiple times, adding contracts to a collection. If a collection list already exists then this option will only return contracts not already displayed in the collection; i.e. if a collection list has contract 1 and a filter is run that would return contract 1 and contract 8 then at the end of the filter run only one contract will be returned (since contract 1 is already listed) and that contract will be contract 8, which then will be added to the collection list. If a collection has been opened and all contracts removed then that collection must have contracts merged to it (replace is not allowed when a collection exists without contracts in the list view). Empty collections are not allowed to remain empty and be replaced by a new run of the filter.
Replace – Replace any list of contracts already displayed in Contract Maintenance with this new selection of returned/found contracts. If a collection has been opened and all contracts removed then that collection must have contracts merged to it (replace is not allowed when a collection exists without contracts in the list view). Empty collections are not allowed to remain empty and be replaced by a new run of the filter.
Buttons:
Ok
Filter entries are set as desired, run the filter to retrieve qualifying contracts and return to Contract Maintenance.
Cancel
Do not run the filter and leave any ‘last used’ settings intact, return to Contract Maintenance with the collection as it was prior to going to the filter screen.
Reset
Clear this filter screen and memory, reset the filter screen to its initial defaults (which returns all contracts).See Also
See Also