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Contract Periods - Add Contract Period

Wed, Jan 17, 2024  Contract Actions
1. This allows the user to set a new period that can be created from scratch whereas renew/copy creates a follow-on period with all the existing details from the last period, starting the day after it has ended (but excludes any Buildings where periods were shortened).  From the Contract Periods screen, shown below, click on the Add button.
 

 

Please note: There are two "Status" fields - the one that is located under the Contract Details section denotes whether the contract overall is Active/Cancelled.  The other is under the Contract Periods section, this states whether the contract period is pending/expired/active etc.

Explanation of the different statuses available:
Active - The contract period is fully active and will be able to be selected when raising a work order
 

Expired - The contract period has lapsed and the contract/period has therefore expired.  The contract will not be able to be selected when raising a work order

Cancelled - The contract period has been cancelled.  The contract will no longer be valid and will not be able to be selected when raising a work order

Pending - The contract period is for a future period, therefore this contract/contract period is pending the specified dates

Invalid - The contract has been raised from an incomplete SRA thus making the contract invalid

2. This window will open:
 

3. Contract Group Type - select from the predefined list whether the contract is a "Comprehensive" or "Pay As You Go" contract.
 
4. Contract Type - select from the predefined list dependant on the previous field selection.  This will determine if the contract is a Reactive, PPM or a combination of the both and whether the Parts are deemed the be payable or not.
 
5. Clicking on the Period Start Date drop down arrow will pop up a calendar for the User to define the start date of the contract (this will only show dates that will not conflict with any previous contract periods set up).
 
6. Length - select from a predefined list to determine the length of time this contract is for .
 
7. Once all the information has been entered, click on the OK button.  The User will then be presented with an "Are you Sure?" Message.  Clicking 'Yes' will create a new period for this contract, clicking 'No' will return to the previous screen.
 
Please note: Once this information has been set it cannot be amended.  If any of these details are incorrect after clicking 'OK' the contract would need to be cancelled and re-raised.