Job - Contract
Menu Selection: Document - Job - Contract
Purpose
This document allows the user to create a contract for a job.
Prerequisites
The customer (Debtor - Account) must exist in the system. The Supervisor (Jobs - Supervisors) must exist in the system.
Context
A contract is a binding agreement between two or more parties for performing, or refraining from performing, some specified act(s) in exchange for lawful consideration. This document is used to establish contract price and to enter any approved variations to the contract. This is a selling oriented rather than costing oriented document.
About This Screen
| Head of the Document | ||
| Field | Enterable? | Instructions |
| Job No | Yes | Type in or search for a job. A new job can be created if required. |
| Contract Date | Yes | Type in the date the contract was opened. |
| Customer | Yes | Type in or search for the customer's billing address. |
| Site | Yes | Type in or search for the customers site address key. |
| Supervisor | Yes | Type in or search for the supervisor key. |
| Job Closed | No | Displays a red tick if the job is closed. No further entries will be able to be made to the budget document if the job is closed. |
| Job Name | Yes | Type in the job name. |
| Original Contract | Yes | Type in the initial contract value. |
| Contract Variations | No | Displays the subsequent, agreed to, change to the value of the contract. This is the sum of the Variation lines. |
| Revised Contract | No | Displays the up to date contract revenue amount. This is equivalent to the Original Contract + Contract Variations. |
| Bill To | Yes | Displays the customer's billing address. |
| Site | Yes | Displays the name and address of the customer's site where the work is to take place. |
Lines of the Document |
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| Field | Enterable? | Instructions |
| Description | Yes | Type in the reason why this variation is being made. |
| Date | Yes | Type in the variation date. |
| Variation | Yes | Type in the dollar value of the variation. The sum of this column is stored in Contract Variations. |
From Here
Once a contract is established, changes can be made to, and reports can be run comparing the original contract, contract variations and actual revenue.