4.5.1.1 General Information

After creating the new contract, you can view or modify the agreement when necessary. From the Search, enter the criteria to locate the contract to be edited.

For instance, locate the contract you had created in the previous chapter in the Search form and double-click to edit the contract.

new_contract_-_general

In the Order section, the data coincide with the information you had entered during the creation of the new contract:

1. Order:
   • Date: The date when the contract is created;
   • Type:  Select the type of contract, either Order or Proposal;
   • Expiry date: The expiry date of the agreement;
   • No.: The contract number assigned to the contract;
   • Code: The asset code generated for the contract;
   • Description: A short description to identify the contract;
   • Owner: It displays the email address of the contract owner;

   The contract is created for a specific customer. The general information of the contract is displayed in the lower panel.

2. Customer: The entity of the customer to which the contract is directed. When the customer is selected, the information data related to the customer will be retrieved into the specific parameters:

   Agency, Agency Commission, Classification, Media Center, Account Executive, Account Executive Commission, Payment, VAT, Discount, etc.

   • Price colour: The colour code assigned to the price list;
   • Agency: The agency involved in the contract and its allocated commission;
   • End-user: Indicate the entity to whom the contract is targeted, either the company or in person;
   • Media Centre: If the station uses the Media Center for statistic calculation, it displays the Media Center involved and its allocated commission.
   • Contact person: The person to contact for the contract.
   • Discount: The discount percentage the customer is entitled to during invoicing.
   • Unc. Discount: The fixed amount to be deducted from the total amount of the contract.
   • Total Order: The total amount of the said contract;
   • VAT: The VAT (Value Added Tax) code to be used for this contract;
   • Payment: The payment type to be used for the invoice. The payment type is defined in the Payments Configuration Settings;
   • Charge to: Select one of the transaction types for the invoice:
   • Customer: The invoice would be charged to the customer directly;
   • Customer and wait for agency invoice: The invoice would be charged to the customer, but the agency would make payment;
   • Customer share indicating agency's percentage: The invoice would be charged to the customer but exclude the agency's commission;
   • •Agency with credit note: The invoice will be charged to the agency.
   • Invoice header: Specify the entity to which the invoice would be directed.
   • Account Executive 1 - 5: Specify up to 5 account executives associated with the selected customer who would be receiving the commission in percentage;
   • Customer Order Ref.: This is the reference code of the Order;
   • Customer Ref.: It displays the customer reference code about the Order;
3. Check Boxes:

   In addition, options are available in the lower panel where you can further modify the contract.

   • Define as sub-order: You can enable this option to define the current Order as a sub-order. After explaining, the operator can link the sub-order to a Master Order by filtering the Master Order Code as indicated below;

     Search_Master_Order

     From the search form, select a Master Order and view its content.

     View_sub-contracts

   Next, click the View Sub-contracts button to display all sub-contracts linked to the selected Master Order.
   sub_contracts

   • Package order: Enable this option if the sub-order is part of the package order;
   • Paid in instalments: If the option is enabled, the Order would be invoiced per the instalments payment plan defined in the Installments tab as explained in the Installments chapter.