Individual Reports - Contract List
The Contract List report is included in the following Standard products:
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This report is a simple list of the Contracts entered in the system. The list is sorted by Contract Number. For each Contract, the Contract Number, Customer Number and Name, Start and End Dates and last Invoice Date are shown.
When printed to screen, the Contract Contacts report has the Drill-down feature common to many reports in Standard products. Click on any Customer or Contract Number to open an individual Contact or Contract record.
- Contract
- Range Reporting
Numeric
- Enter a Contract Number or a range of Numbers to show particular Contracts, or leave blank to include all Contracts.
- Customer
- Paste Special
Customers in Contact register
- Range Reporting Alpha
- Enter a Customer Number to limit the selection to the Contracts signed by one Customer.
- With Items
- Paste Special
Item register
- Enter an Item Code to show all Contracts that contain this Item. If necessary, you can enter several Items, separated by commas.
- Without Items
- Paste Special
Item register
- Enter an Item Code to show all Contracts that do not contain this Item. If necessary, you can enter several Items, separated by commas.
- Item Sel.
- Use these options if you have specified both a With Item and a Without Item in the fields above, as follows:
- And
- The report will list Contracts that both contain the With Item and do not contain the Without Item.
- Or
- The report will list Contracts that contain the With Item and the Contracts that do not contain the Without Item.
- Class
- Paste Special
Contract Classes setting
- Enter a Contract Class to show all Contracts belonging to that Class.
- Customer Category
- Paste Special
Customer Categories setting
- Enter a Customer Category to limit the selection to the Contracts signed by Customers belonging to that Category.
- Function
- Use these options to control the level of detail shown in the report.
- Overview
- This option gives one line of the report per Contract, showing Contract Number, Customer Number and Name and the Start, End and Last Invoice Dates.
- Detailed
- This alternative shows the Customer's address, and lists every Item on the Contract (with quantities, prices and VAT Codes).
- Include
- Use these options to specify whether the report should list approved Contracts, Contracts that have not been approved, or both.
- Include
- Use these options to specify whether the report should list Accepted Contracts, Contracts that have not been Accepted, or both.
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