The Details and Approvals tab allows users to see Contract Detail information, make estimates on it, and approve the cost. It contains a grid that displays the detail information, and a grid that displays the people that need to approve the work.
Details grid
This grid stores a list of Contract Details and allows the estimators to enter a quantity that they estimate will be needed. Details are automatically added to this grid when the Contract ID field is filled out and the record is saved.
Note: Detail records can be added manually, but they must exist on the Contract record first.
A sample of the grid appear below. Sort records in a grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, or Delete Record.
Right-click on a record and select Edit Record. The following pop-up will appear:
Fill out an estimate of how much work needs to be done for that detail in the Quantity field.
The Total Price will be calculated based on Unit Price x Quantity.
Save and Close the record.
Note: Not every detail record needs to have a Quantity since the work being estimated might not be utilize every part of the contract.
Approval grid
This grid contains a list of users that must approve the work before it can begin. These might be department directors, financial departments, etc... Before a PO can be created for the work all approvers MUST approve of the work.
A sample of the grid appear below. Sort records in a grid by clicking on the headings. An up or down arrow (highlighted in orange below) will appear signifying ascending or descending order.
Right-click in the grid to add a record
Right-click on an existing record to get a menu with options to View Record, Add Record, Edit Record, Delete Record, or Load Approvers from Library.
Double-click on an existing record to open it
At the bottom of the grid there are reorder arrows. Select a checklist item in the grid and use the up down arrows to change it's position in the checklist.
Note: Only the employee that is listed of the user can edit their approval record. This is to insure that their approval comes from them. To be able to approve a record their Login ID must be filled out on the General Tab of their Employee record.
The approver should double-click on their record in the grid. The following pop-up will appear:
Click at the top of the pop-up to edit the record.
How To Fill Out a Detail Record
At the bottom of the grid there are reorder arrows. Select a checklist item in the grid and use the up down arrows to change it's position in the checklist.
at the top of the pop-up to edit the record.