Convert Bid to Contract (tpest3200m000)

Use this session to convert a bid to a contract. A contract and contract line is created for the selected bid. A bid can only be converted to a contract if the Bid Status is set to Accepted. LN defaults the bid number in the Contract Lines (tpctm1110m000) session. The Bid Status is set to Contract Award.

Note
  • You can also access this session from the References menu in the Bids (tpest3100m000) session.
  • The Bid group box is displayed only if you access this session directly and not from the Bids (tpest3100m000) session.

 

Bid
Project

The code that identifies the project.

Description

The description or name of the code.

Version

The code that identifies the estimate version.

Description

The description or name of the code.

Bid Number

The bid number.

Bid Description

The description or name of the code.

Contract
Create Contract

If this check box is selected, the application creates a new contract header using the series specified in the First Free Numbers (tcmcs0150m000) session . By default, this check box is selected.

Note
  • To select an existing contract, you must clear this check box.
  • The contract series is defaulted from the User Profile (tppdm0101s000) session or the Contract Parameters (tpctm0100m000) session, if no user profile exists.
Number Group

The number group defined for the contract.

Description

The description or name of the code.

Contract

The code that identifies the contract.

Description

The description or name of the code.

Create Contract Line

If this check box is selected, the application creates a new contract line for the new or existing contract. By default, this check box is selected.

Equate Contract Line with Bid Number

If this check box is selected, the Contract Line value is defaulted from the Bid Number. You cannot modify this value.

Contract Line

The code that identifies the contract line.

Note
  • The field is enabled only if the Create Contract Line check box is selected.
  • If the Equate Contract Line with Bid Number check box is selected, this value is defaulted from the Bid Number.
Description

The description or name of the code.

Note

This value is defaulted from the Bid Description field.

Contract Information
Contract Manager

The contract manager specified in the Contract Lines (tpctm1110m000) session.

Note

When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.

Description

The name of the manager.

Contract Type

The contract type.

Allowed values

Contract Type

Invoice Type

The invoice type.

Allowed values

Invoice Type

Invoicing Method

The code specified for the invoicing method.

Description

The description or name of the code.

Contract Award Date

The date when the contract is awarded. This value is defaulted from the Approval Date of the bid.

Options
Report

If this check box is selected, the application prints a report of the contract and contract line that are created for the bid or the errors, if any.