Display a Contract Record

Use the Price-Contract Inquiry (PCQ) program to display price, discount, contract, and surcharge records and print contract records. See Road Map for work flow.

Note
If you want to display the price for a specific item, customer, and contract, use the Price Lookup (PLU) program.

  1. Click Contracts to display a contract record.

  1. Select CONTRACT/CUSTOMER/ITEM and click Select.

    The program displays these fields:

Field Name

Displays

Customer

The customer for this contract

Customer name

The name of the customer

Contract number

The contract number

Curr

The currency for this contract

Price br

The pricing branch for this contract

Effective

The date  this contract went into effect

Expiration

The date this contract expires

Reference

The reference entered for this contract

  1. Select the contract record you want to display and click Select. The program displays these fields:

Field Name

Displays

Customer

The customer number

Contract number

The contract number

Currency

The currency code for this contract

Pricing branch

The pricing branch for this contract

Effective date

The date on which this contract goes or went into effect

UOM

The sales unit of measure, if one UOM applies to all items included in this contract

Reference

The user initials or the code your company uses for the person or department that requested or entered this contract

Expiration date

The date on which this contract expires

Qty contracted

The total quantity of items included in this contract

Qty ordered to date

The quantity that has ordered to date

  1. Click Lines. The program displays these fields:

Field Name

Displays

Item number

The item for this contract

UOM

The unit of measure for this item

Qty ordered

The quantity of this item or item group that has been ordered to date

Price

The contracted price for this item or item group

  1. Select the item record you want to display and click Select.

    The program displays these additional fields:

Field Name

Displays

Qty contracted

The quantity of this item or item group included in this contract

Full pricing?

Selected: List, cost, or margin pricing with adjustments and volume discounts has been set for this item or item group
Blank
: See the Price field

Price

If Full pricing? is blank, the price for this item on this contract

  1. Choose the appropriate options.

To

Do This

Display notes

Click Notes. See Display Notes.

Display data in custom fields your company uses

Click User.

This button displays only if you set up user fields for the Price-Contract Maintenance (PCM) program in the User Fields Maintenance (XMO) program.

Exit lines

Click OK.

Exit and return to the menu

Click Quit.

  1. Choose the appropriate options when you click OK:

To

Do This

Display the selected item

Click Select.

Display the items from a specific item

Click Restart. Enter one or more fields to select the first item you want to display or leave all fields blank to display the first item record in the file.

Print the item listing

Click Print. See Print Contract Records.

Display the previous set of records in the file

Click Page up.

Display the next set of records in the file

Click Page down.

Exit the program

Click Exit.

Exit and return to the menu

Click Quit.

  1. Choose the appropriate options when you click Exit:

To

Do This

Display notes

Click Notes. See Display Notes.

Display the items on this contract

Click Lines.

Exit this record

Click OK.

Exit and return to the menu

Click Quit.

  1. Choose the appropriate options when you click OK:

To

Do This

Display the selected contract

Click Select.

Display records from a specific record

Click Restart. The program prompts for specific data based on your sort options. Enter the data for the first record you want to display or leave blank to begin the display with the first record in the file.

Print the contract listing

Click Print. See Print.

Display the previous set of records in the file

Click Page up.

Display the next set of records in the file

Click Page down.

Sort by branch, effective date or reference

Click Sort options. Click a sort order or click Cancel to end this action.

Exit the program

Click Exit.

Exit and return to the menu

Click Quit.