Search Contract
Required Permissions
- View Billing
- ability to work with contracts, invoices
- Setup Billing
- ability to modify billing settings in System Setup
- View Reports
- ability to print and export Contract List Report
Note. Billing Module requires to be activated separately and can be enabled only if Ownership mode is set up as Item Level or Stock Level in System Settings.
Search Contract
- Go to Billing tab of the main menu.
- Select Contracts -> Search Contract menu item.
The following window displaying contracts will show up:
- Specify the necessary search criteria in the following frame:
The following optional filters can be applied:
| Filter | Comment |
|---|---|
| Contract # | |
| Owner | Drop-down list of active Companies marked as Owner. The necessary Company can be searched by the ellipsis button [...] as well. |
| Status | Drop-down list of the predefined system values: Pending, Active, Closed. Refer to this section for more info on contract statuses. |
| Contract Date | From / To |
| Terms and Conditions |
CoreIMS allows you to do the following when searching:
1) search by the beginning or by any part of text fields;
2) hide/unhide search filters.
- Once you specify all necessary filter criteria, click Enter or Apply Filter button.
The results that satisfy the search criteria will be loaded to Contracts frame:
If needed, reset previously specified filter criteria by clicking Reset Filter button.
Use navigation buttons
to switch the pages of the grid.
You can also customize the view of the grid and use Ctrl+F for searching.
View and Edit Contract
You can view and, if needed, edit the necessary contract by double-clicking on it on the grid:
Edit Contract or View Contract window (depending on the contract status) opens:
You can edit Pending contracts; Active and Closed contracts can be only viewed.
Please refer to Contracts section to find out which operations are available for you from this screen.
Contract List Report
You can print or export Contract List report displaying the data from the grid on Search Contract screen. To this end use Print or Export button accordingly.
