Contract Module Business Rules

• Required fields are: Contract Number, Description, Segment, Type, Status, and Account.
• User Defined Fields are defined by Type.
• If Type is Customer Contract, the user can select a Service Provider from Vendors.
• If Type is Sub Contract, the user can select Service Provider from Vendors and Customer Number from Customers.
• If Type is Vendor Contract, user can select Customer Number from Customers.

• An asset can be associated with multiple contracts.

• Multiple assets and terms can be associated with a contract.

• Assets and Terms might be deleted from a contract.
• Terms can be added to a contract via Terms Templates.
• All assets inherit the schedule dates from the Contract master.
• A user should be able to change the order of the terms on a contract.
• There is no ongoing relationship with a Terms Template when terms are added using Terms Template.
• You cannot add a Retired or Inactive asset to a contract.
• Termination Date must be greater than Effective Date.
• The Service Provider (Vendor), if provided, must exist in the database.
• The Customer, if provided, must exist in the database.
• Can't add an Inactive Vendor to a contract.
• Can't add an Inactive Customer to a contract.
• Duplicating a contract will make it an Active contract.
• A Contract Type cannot be changed in Edit mode.