There are many reporting options available for contracts. For information regarding customers under a contract, product prices, or effective or expired contracts, you can click the Report button in the bottom toolbar to customize a report. For more detailed pricing information regarding a specific contract, and for Customer Pricing Forms, see the Pricing Reports section below.
The Contract Archive Log allows you to print the contract as it existed on a previous date. This option is only available if the contract has been altered at least once on a previous date.
When you click the Report button, the window shown below will pop up.
Choose your criteria options, then your display options. Then, click the OK button and click the View button in the Printer Window to view the report, or click the Print button to print it.
Pricing Reports
For additional pricing information on a specific contract:
1.Pull up the contract in the Price Contract screen, then click the Pricing button in the bottom toolbar.
2.In the Price Matrix Net Pricing window, click the Print button in the bottom toolbar.
3.You have two reporting options:
Print Report: includes pricing, costing, and Gross Profit information for each product.
Print Customer Pricing Form: includes Net Price or Formula Price and Expiration Date for each product listed. Customer Price Overrides are not included.
4.When you have selected your option, click the OK button in the window. In the printer window, select the appropriate printer and number of copies, then click the Print button. You can also view either report on screen by clicking the View button.