Working with the faveo Contracts App

Contract Manager Lists

• In the list "Contract overview" you can easily get an overview of the master data of your contracts in NAV.
  • Via the "New" action in the START tab, you can create new contracts and edit them via the "Edit" action.
  • The following actions are available for selection in the ACTIONS tab:
    • Mark as “expired", possibility to mark contracts in the list as expired
    • Copy Contract to copy the selected contract.
  • The following actions are available in the NAVIGATE tab:
    • “Comment", leave comments on the selected contract here.
    • “Navigate": Searches for all items and documents that exist for the document number and posting date on the selected contract.
    • "Dimensions": Displays or edits dimensions, such as an area, project, or department that you can assign to contracts to analyze the transaction history.
  • You can display and filter the following master data in the contract overview:
    • Contract number
    • contract: Option (customer/vendor)
    • Contract partner no.
    • Contractual partner Debitor/vendor Name
    • contract start date
    • end date of contract
    • status
    • Contract status
    • responsibility code
    • Description of the
    • contract group

• In the list "Contract types" it is possible to view and maintain different contract types. Via the action "New" on the tab START, you can enter a new contract type by entering a contract type code and a description of it.

• In the list "Contract groups" it is possible to view and maintain different contract groups. Via the action "New", in the tab START, you can enter a new contract group by entering a contract group name and a description of it.

• In the list "Contract line types" it is possible to view and maintain different contract lines. You can enter a new contract line type by entering a contract line type code and a description for it in the "New" action on the START tab.

• In the "Expired contracts" list, all expired contracts are listed in an overview.
  • These columns can be displayed:
    • Contract number
    • Contract to customer number
    • Contract to vendor number
    • Contract to customer Name
    • Contract to vendor Name
    • contract start date
    • end date of contract
    • status
    • Contract status
    • responsibility code
    • Description of the
    • contract group
    • Last edited on
    • Last edited by

Creating or editing contracts

In the list "Contract overview" it is possible to create new contracts via the action "New", or to edit the selected contract via the action "Edit".

• The following actions are available:
  • "Create contract item", creates contract items for this contract.
  • "Navigate": Searches for all items and documents that exist for the document number and posting date on the selected contract.
  • “Comment“: leave comments on the selected contract here.
  • "Documents": Opens a list of documents assigned to the contract.
  • "Release": Sets the contract status to released.
  • "Mark as expired": Sets the contract status to expired, the contract can now be found in the Expired contracts list.
  • "Reset status": Sets the contract status to open.

If a new contract will be created, the following fields are available:

• In the General tab, the following fields are available for you to fill in (1):
  • (PS Unique number of the contract from number series) (CODE)
  • Contract type (lookup to contract type)
  • Description of the
  • contract: Option (customer/vendor)
  • Contract partner no. (customer overview/vendor overview)
  • Name, Name 2 (not editable is taken from the trunk)
  • Address, address 2 (not editable is taken from the trunk)
  • ZIP code (not editable is taken from the trunk)
  • Location (not editable is taken from trunk)
  • Telephone number (editable from the trunk)
  • E-mail (not editable is taken from the trunk)
  • Contract group (from the list "Contract groups")
  • Start of contract (date)
  • End of contract (date)
  • Responsible employee (lookup on seller / buyer codes)
  • Responsible team (lookup on sales teams NAV)
  • Status ((Open / Released / Approval pending) / Approval canceled)
  • Extended contract status (new page/table with freely definable status as for extended document status)
  • Latest notice period (date)
  • Terms of Payment (Lookup on Terms of Payment)
  • Delivery to Code (Lookup on Delivery to Codes Filtering on Debitor/Vendor)
  • Terms of Delivery Code (Lookup on Terms of Delivery)

• On the Rows tab, you can display and fill the following columns (2):
  • Contract number
  • line number
  • Position number (analog position numbers feature)
  • Type (resource / G/L account / ' ')
  • Contract line type (lookup for contract line types)
  • Number (depending on type of selection (resource or G/L account))
  • quantity
  • amount
  • Repetition rate (as in Recurring Book Sheet)
  • Unit code (lookup to units)
  • Standard comment on line
  • Service Articles (Lookup on Service Articles)

• Data storage (3)
  • Attachments to a contract can be selected and stored in all common formats.

• Contract documents
  • This area lists all stored contract documents.

• Links (4)
  • Remarks can be assigned to a contract.

Tile for expiring contracts

It is possible to add a tile to the sales order management with the contract manager on the start page.

This tile provides a quick overview of all expiring contracts, depending on the warning setting in the "Contract Manager Setup".

Click on the tile to open a list of all affected contracts that are about to expire.