Creating and maintaining a contract header

Access SunSystems.

Specify RCS in the search field and select .

Specify this information:

Contract Code: An identifying code of the contract.
Contract Type Code: The required contract type code.
Customer Code: The customer code for the contract.

Click OK.

In the information dialog box, click Yes.

Specify this information from the Dates tab:

ID: An identifying number of the contract.

Lookup Code

The lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.

Short Heading

The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.

Description

Up to 50 characters to describe the contract.

Start Date

The start date of the contract.

End Date

The end date of the contract.

Review Date

The review date of the contract.

Contract Type Code

The required contract type code.

Status

Each static data record contains a status code that determines the current processing status of the record:

Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
Suspended/Held - a suspended record.
Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.

A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record. You can alter the status of a record at any time. You must use the options on the Action menu to change the status.

Reason Code

An identifying code for this reason. This might include part of the explanation or other helpful identifying information.

Data Access Group (DAG) Code

The DAG code to be applied to restrict operator from accessing this data.

Miscellaneous Date 1-2

Select the first and second miscellaneous dates to display in a contract line preset.

Specify this information from the Addresses tab:

Customer Code: The customer code for the contract.
Invoice Address Code: The invoice address code for the contract.
Address Lines 1-5: The address details of the invoice address.
Postal Code: The postal code of the invoice address.
Acknowledgment Address Code: The address details of the acknowledgment address.
Address Lines 1-5: The address details of the acknowledgment address.
Acknowledgment Address Postal Code: The postal code of the acknowledgment address.

Specify this information from the Reference tab:

Customer Reference: The customer reference code.
Miscellaneous Description 1-2: Specify the first and second miscellaneous description to display in a contract line preset.
Transaction Reference Number: The reference number of the original transaction.
Comment: In this field you can enter any miscellaneous information required.
Miscellaneous Input 1-2: Specify miscellaneous inputs to use in the contract line preset.
Miscellaneous Reference 1-2: Specify miscellaneous references to add in the contract details.