Contracts toolbar
The Contracts page has the Download purchase order, Contract Totals, and Notes icons available on every tab.
Download purchase order
Click the Download purchase order icon to quickly download the default purchase order template for the contract type when you are in a contract. If you want to use a purchase order other than the default, you can use the Contract writer.
You can also download a purchase order directly from the Contract register. When you select a contract in the register, the Download purchase order icon is enabled.
The organization-level default purchase order is attached in contract approval emails.
Contract totals
Clicking the Contract Totals icon opens a slide-out panel that has a breakdown of your contract’s totals.
Total tax
The total tax is estimated when you click Estimate Tax in the Vendor or Delivery address field on the header tab. Click the Information icon to see a break-down of the taxes. Taxes are calculated based on the tax types and their default percent listed in project settings. When the contract is published, tax information is updated from the purchase order response.
Manual adjustments
The Manual adjustments line lets you quickly see the total amount of updates to the contract that were made outside of a vendor change order. The total is linked to the Changes drill-down view of the line items tab, so you can see details of the Manual adjustments value. When you click the link, the first line item with manual adjustments shows in the Manual adjustments table.
Contract Invoices
The Contract invoices section shows the state of all contract invoices in the system to gain visibility into the processing of invoices. The section shows the amount and percentage of invoices in the contract that have been assigned or submitted and what is remaining. The section is color-coded as follows to give you a visual status of the contract invoices:
- Orange = Invoices assigned to the contract but not assigned to a payment form
- Yellow = Invoices assigned to a payment form in any status other than submitted
- Green = Invoices that have been submitted
- White = The contract total minus the submitted invoices
Click the Contract invoices link to go directly to the Payment Forms tab if your organization uses payment forms or the Payment Progress tab if your organization does not use payment forms.
Retained to date calculation
In the Contract summary push panel, the Retained to date field calculation is Actual retained + Remaining new retention value. This calculation considers what is already paid and new amounts even if the retention rate is changed. If you make any changes on any retention line item It will calculate only what is left on the line item.
Notes
You can click the Notes icon to view the Notes slide out panel, which displays the contract’s notes and supporting document notes. You can add notes in the bottom section, which will be stamped with the author, time and date. It is important to remember that these notes, once entered, become a part of the legal document and cannot be deleted.
