Exact Synergy Enterprise

Creating and Modifying Contract Prolongation Processes

You can view the accounts receivable report by defining one or more of the following criteria

Introduction

This page allows you to create new processes for contract prolongation.

Menu path

To create new processes for contract prolongation, go to Customers/Report/Contracts: Prolongation/Processes, and then click Validation, Modified, or Prolongation.

Roles & rights

To validate contracts, function right 83 – Allows to bulk validate contracts is required. Users with the F&A staff role have this function right.

To prolong contracts, function right 84 – Allows to run contract prolongation is required. Users with the Controller role have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the details of the process.

Save + New

Click this to save the details of the process and to create a new process.

Note: This button is available only if you are creating a new contract prolongation process.

Delete

Click this to delete the selected process.

Note: This button is available only if an existing process is selected.

New

Click this to create a new process.

Note: This button is available only if an existing process is selected.

Close

Click this to exit.

Description

General section

Type

The process type is displayed. This information is not available for editing.

Division

Type or select the division of the contracts to be processed. This information is mandatory.

Start date

Type or select the start date of the contracts to be processed.

End date

Type or select the end date of the contracts to be processed.

Mode

Select the relevant mode for the process for the process. Select Export to export the document of the process, or select Preview to preview and export the document of the process. The type of document exported depends on the Document – Type selected at Customers/Report/Contract: Prolongation/Parameters when creating contract parameters.

Document

The subject of the exported document is displayed once the contracts have been processed. For example, Document Contract: Prolongation: 001 – Default division: 01-01-2007 – 31-01-2007.