v7 FreeBalance Help

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(By default, you will be in Search Mode.)

Overview

The Managed Contract screen contains the general information for a Managed Contract.  The Managed Contract screen may also contain information regarding a Procurement Document, when a Procurement Document is integrated with a Contract.  However, the Procurement Document status must be Closed Awarded in order to select and integrate with a Contract.

The System will automatically copy all the Awarded Items and Item Drops of Vendor.  The information is copied from the FreeBalance Procurement Module into the FreeBalance Contract Management Module.  Any copied information can be modified as required.

To Select a Procurement Document for a Managed Contract, follow the steps below:

1. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see the list of all Managed Contracts, leave all fields blank, and click on the Find  icon (see details in Searching for Records or Elements in the APPENDIX).
2. Select the Managed Contract you wish to add a Procurement Document to.  
3. Select the Document you wish to Integrate with a Contract:

• Click on the Lookup  icon beside Document field, and then click on the Find  icon to retrieve the Document list.
• Select the Document you wish to Integrate with a Contract (refer to Create a Managed Contract for more information).

Note: Procurement Document status must be Closed Awarded in order to select and integrate with a Contract.

4. Click on the Update  icon at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.  Click OK to confirm: