--- title: "Contracts Access and Maintenance" canonical: "https://kb.myframeworks.com.au/space/CO/30507326/Contracts%20Access%20and%20Maintenance" format: markdown --- # Overview **Contacts **are a pricing method that allow you to apply defined contact pricing to the products, which are on a sales transaction, contained within the applicable contract. The contract pricing can be added automatically or manually to a sales transaction.  > ⚠️ **Note**: Any applied contract pricing may overridden by your [Pricing Hierarchy](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28377236). The pricing hierarchy is used to determine your customers "best" price based on our businesses' pricing rules. # Access the Contracts List 1. Click the **Frameworks Menu** and navigate to **Special Pricing > Maintenance > Contracts **from the navigation tree. 2. Click **Find** to view all contracts in Frameworks. 3. Refine your search using: - **Branch** (or select "All Branches") - **Customer No** - **Contract No** - **Contract Type** (Customer, National, Job, or All) 4. Click the **Contract** hyperlink to open the contract maintenance screen. --- # Create a New Contract 1. Click the **Frameworks Menu** and navigate to **Special Pricing > Maintenance > Contracts**. 2. Click **New** to open the **Contract Header** window. 3. From the **Contract Type** drop-down menu, select the contract type: > Macro (toc) The fields and options available depend on the contract type you select. ## 1. Customer Contract 1. Leave the **Contract Type** field set to **Customer**. 2. Complete the required fields in the **Contract Header** window. 3. Click **Save** to create the customer contract. ### a. Create a Default Customer Contract You must create the customer contract first before converting it to a default contract. 1. From the **Actions** menu, select **Edit Contract Header**. 2. From the **Contract Type** drop-down menu, select **Default**. 3. Click **Save** to commit the changes. > ℹ️ **Note**: There can only be one default contract per customer. ## 2. National Contract 1. From the **Contract Type** drop-down menu, select **National**. 2. Complete the required fields in the **Contract Header** window. 3. Click **Save** to create the national contract. ## 3. Job Contract 1. From the **Contract Type** drop-down menu, select **Job**. 2. Complete the required fields in the **Contract Header** window. 3. Click **Save** to create the job contract.
For more about the information displayed for each contract, click here. | **Customer screenshot**
![image-20241204-004648.png](media://a2dfc971-831d-4b0e-b11f-eb5f20f91bd9) | **National screenshot**
![image-20241204-004656.png](media://457fdf38-d303-4d66-8d5b-324d2dc60f46) | **Job screenshot**
![image-20241204-004701.png](media://27052deb-ad1b-46b7-9121-f875f0b4e2f0) | | --- | --- | --- | **Auto Select** Enable this option to have this contract automatically selected for pricing when applicable products are added to sales transactions. When enabled, the contract pricing is applied without requiring manual contract selection. *[Visible for Customer and Default contract types only]* --- **Contract Number** Displays the contract number for the selected contract. This field is automatically populated when the contract is created and cannot be modified. *[Visible for all contract types]* --- **Description** Enter a description for the contract for easy reference. The description helps identify the contract's purpose and makes it easier to locate in contract lookups. *[Visible for all contract types]* --- **Customer** Displays the assigned customer Id and customer name for the selected customer. This field identifies which customer the contract applies to. *[Visible for Customer and Default contract types only]* --- **Pricing Rule** Displays the assigned pricing rule for the selected contract. If required, this can be updated to a **Detail Line** pricing rule which means that the pricing rule is determined at each individual line of the contract. Available pricing rules include: - **Fixed Price**: Allocates a fixed selling price as entered by the user - **Discount**: Allocates a percentage discount on the retail selling price - **Gross Profit**: Sets the contract sell price to the gross profit percentage entered - **Detail Line**: Pricing rule is determined at each individual line of the contract *[Visible for all contract types]* --- **Start Date **and **Finish Date** Enter the start and finish dates for the contract to be effective from and to or click the date finder icon to select dates from a calendar. These dates define the period during which contract pricing can be applied to sales transactions. *[Visible and editable for all contract types]* --- **Lock Period** Enter the Lock Period (number of days) for which the pricing will be locked in, preventing price changes, prior to future pricing review dates. This prevents product future pricing changes from being applied too close to scheduled review dates. *[Visible for all contract types]* --- **Lock Date** The Lock Date will be calculated when the **Contract Margin Management** scheduled task is run. This is the date for which the pricing will be locked into before the price is reviewed. Any product future pricing changes due to occur during the time between the lock date and the **Future Review** date will be moved to the next review period. The date is calculated from the next future review date less the days defined by the lock period. For example, if the next price review is the 30/05 and the lock period is 5 days then the lock date would be 25/05. Alternatively, you can use the date finder to select it. *[Visible for all contract types]* > ✅ Refer to [Contract Margin Management Schedulable Tasks](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401742/Schedulable+Tasks#Contract-Margin-Management) for more information. --- **Review Frequency** Enter the Review Frequency which indicates the number of months between contract review dates. This setting is used to automatically schedule future price review dates for the contract. *[Visible for all contract types]* > ✅ Refer to [Product Tier Pricing Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830) for more information about tier pricing integration. --- **No. of Customers** Displays the number of customers currently linked to the contract. Customers are linked via the **Customers** contract maintenance tab. - Read-only display field - If zero, the contract can be applied to all customers - If greater than zero, only listed customers can use the contract *[Visible for National and Job contract types only]* --- **Special Buy In** Enable this option if there are Special Buy-Ins in this contract. Special buy-ins are products purchased at special pricing from suppliers for a limited time, which can be passed on to customers through contract pricing. *[Visible for all contract types]* > ✅ Refer to [Create a Special Buy-In](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520390) for further information. --- **No. of Branches** Displays the number of branches currently linked to the contract. Branches are linked via the **Branches** contract maintenance tab. - Read-only display field - If zero, the contract can be applied to all branches - If greater than zero, only listed branches can use the contract *[Visible for Job contract types only]* --- **Hold Sell** Enable this option to retain the sell price of products on Gross Profit-based contracts when those products' costs decrease. When enabled, the selling price remains unchanged even when the product cost drops, maintaining or increasing the gross profit margin. *[Visible for all contract types]* > ✅ Refer to [GP Contract Cost Check](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401742/Schedulable+Tasks#GP-Contract-Cost-Check) Schedulable Tasks for more information. --- **Quote Number** If the contract has been created via a quote the Quote Number will be displayed for reference. This field provides traceability between quotes and contracts created from those quotes. *[Visible for Customer and Default contract types only]* --- **Fixed Quantity** Enable this option if this customer contract is for a fixed quantity on certain products. This quantity may then be defined when typing the contract details. When enabled, you can specify maximum quantities that can be purchased at contract pricing. *[Visible for Customer and Default contract types only]* --- **Exclude from Lookups** Enable this option to hide this contract from contract lookups in Sales Order Processing, Point Of Sale and Job Processing. This checkbox determines whether this contract is hidden from users on sales screens. *[Visible for Customer and Default contract types only]* --- **Print Original** Enable this option to print original selling prices on invoices. When enabled, both the original retail price and the contract price are displayed on invoice documents, showing the customer the discount they received. *[Visible for Customer and Default contract types only]* --- **Cartage** Select whether cartage is **Required** or **Not required** from the drop-down menu. This option is used for the **Central Allocations** module where cartage products may be required on the contracts. *[Visible for Customer and Default contract types only]* > ✅ Refer to [Central Allocations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389786) for more information about cartage requirements. --- **Distance** If Cartage is required you will need to enter a distance (KM) for the cartage. This field will be removed if cartage is not required. This option is used for the **Central Allocations** module. *[Visible for Customer and Default contract types only]* > ✅ Refer to [Central Allocations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389786) for more information about distance-based cartage calculations. --- **Lot No Required** Enable this option if you require the **Lot Number** field in a Weighbridge Ticket, which has a contract assigned to it, to be visible and mandatory. This option is used for the **Central Allocations** module. > ℹ️ Only available if the customer entered on the contract is flagged for central allocations, via Customer Maintenance *[Visible for Customer and Default contract types only]* > ✅ Refer to [Weighbridge Ticket Entry ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28406960)for more information about lot number tracking. --- **Price Margin %** Enter a margin management percentage to be applied to the contract. This percentage is used to increase the sell price on the contract lines when the **Contract Margin Management** scheduled task is run. *[Visible for all contract types]* > ✅ Refer to [Contract Margin Management Schedulable Tasks](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401742/Schedulable+Tasks#Contract-Margin-Management) for more information.
--- # Maintain an Existing Contract ## Access Contract Maintenance 1. Click the **Frameworks Menu** and navigate to **Special Pricing > Maintenance > Contracts** from the navigation tree. 2. Click **Find** to view all contracts in Frameworks. 3. Refine your search using **Branch** (or select "All Branches"), **Customer No**, **Contract No**, or **Contract Type** (Customer, National, Job, or All). 4. Click the **Contract** hyperlink to open the contract maintenance screen. 5. Click **Actions** for additional maintenance options. ## Actions Menu Options - **Edit Contract Header**: Allows you to update the Customer, National, or Job Contract Header details. Click **Save** once complete. - To create a **Default Customer Contract**, select **Default** from the **Contract Type** drop-down menu. - **Add Contract Lines**: Displays and allows you to add products and pricing rules to the Customer, National, or Job Contract. - **Search Contract Lines**: Allows you to search for products or product groups in the contract. - **Renumber Contract Lines**: Automatically renumbers Customer, National, or Job Contract lines in sequential numbering order. - **Review Future Prices**: This option opens the **Contract Future Price Review** screen already loaded with the details of the contract being maintained and the next review date. Refer to Contract Future Price Review for more information. - **Copy Contract Lines**: Opens the **Copy Contract** window, allowing you to select a contract to copy the contract lines from. > ✅ Refer to the [https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391896/Contracts+Maintenance#3.-Actions-Menu](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391896/Contracts+Maintenance#3.-Actions-Menu) section for detailed field descriptions. ## Maintain a Customer Contract 1. Filter your results by **Product**, **Product Group**, **Supplier**, and/or **Filter** if applicable. 2. Click **Find**. ![image](media://93b0e293-30de-4d4d-82aa-7fbd1fa28b61) > ℹ️ The **Contract Lines** tab displays the products and product groups linked to the contract. > ℹ️ > ℹ️ The **Project Delivery Address** tab displays the delivery addresses linked to the contract. > ℹ️ > ℹ️ Click **New Delivery Address** to add a new delivery address. > ⚠️ The Project Delivery Address tab is only displayed when the feature code **CAL** is active ## Maintain a National Contract 1. Filter your results by **Product**, **Product Group**, **Supplier**, and/or **Filter** if applicable. 2. Click **Find**. > ℹ️ The **Contract Lines** tab displays the products and product groups linked to the contract. > ℹ️ > ℹ️ The **Customers** tab displays the customers that are eligible for this contract price. ## Maintain a Job Contract 1. Filter your results by **Product**, **Product Group**, **Supplier**, and/or **Filter** if applicable. 2. Click **Find**. > ℹ️ The **Contract Lines** tab displays the products and product groups linked to the contract. > ℹ️ > ℹ️ The **Customers** tab displays the customers that are eligible for this contract price. > ℹ️ > ℹ️ The **Branches** tab displays the branches that are eligible for this contract price. ## Editing Contract Lines > Macro (include) ## Maintain Contract Future Price Reviews > Macro (include) --- # Delete a Contract 1. From the contract maintenance screen, click **Actions**. 2. Select **Delete Contract** from the menu. 3. You will be prompted to confirm deletion of the selected contract. 4. Select **Yes** to delete the contract. > ⚠️ **Important**: Contracts can be deleted while active on an open sales order, however the contract price will still apply to the order regardless. --- # Additional Information > ✅ Refer to the [Contracts Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391866) and **Contract Maintenance **User Manual for additional information.
System Flags & Common Utilities | System Settings - Flag | Flag Purpose | | --- | --- | | **PrcConDisc** | Stop discounts in Contracts | | **ConCstWr** | Warn if contract cost entered exceeds std cost | | **ContCstChkInc** | Allow Cost Increases on GP Contract Cost Check task. See the GP Contract Cost Check [About Schedulable Tasks](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400012) for additional information. | | **InvContDec** | > Macro (include) | | Utility | Description | | --- | --- | | **deleteorphantiers.p** | Fixes an issue where products being merged or deleted retain the old product code in the Tier Pricing and Contracts modules. This program deletes the records from the Tier tables where products had been merged and no longer exist in the Product Master File. |