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Index

Commitments Header Fields

 
 
Commitments Header Fields
1

Type Field

1. Type Field
Type Field. This list contains two values - "Subcontract" and "Purchase Order" which cannot be edited or deleted.
2

Project* Field

2. Project* Field
Required. Project Field
3

ID* Field

3. ID* Field
Required. Enter an alphanumeric ID for the record.
4

Company Field

4. Company Field
5

Description Field

5. Description Field
6

Currency Field

6. Currency Field
7

Reference Field

7. Reference Field
8

Category Field

8. Category Field
9

Revision Field

9. Revision Field
10

Status Field

10. Status Field
11

Effective Date Field

11. Effective Date Field
12

Days Field

12. Days Field
13

Procurement # Field

13. Procurement # Field
If the commitment was generated from a Procurement record, the ID of the procurement appears here. Click the field label hyperlink to navigate to the procurement record.
14

Paid in Full Checkbox

14. Paid in Full Checkbox
15

Date Field

15. Date Field
Read only. Date Field
16

Overbilling Options Section

16. Overbilling Options Section
17

Billing Terms

17. Billing Terms
18

Retention on Services Field

18. Retention on Services Field
19

Retention on Stored Materials Field

19. Retention on Stored Materials Field
20

Use Revised Units/Values by default Checkbox

20. Use Revised Units/Values by default Checkbox
21

Due Date Field

21. Due Date Field
22

Scheduled Delivery Date

22. Scheduled Delivery Date
23

Ship Via Date

23. Ship Via Date
24

Ship To Field

24. Ship To Field
Clicking in this field opens the Ship To dialog:
 
 
Type an address in the memo field or use the Select Address dropdown. Choices include:
 
  • (Commitment Company) - This is the address of the company that is selected in the Commitment Company field in the Projects Details Tab.
  • (Project) - This is the address as entered in the Address section in the Projects Details Tab.
  • Other companies - This is the primary address as entered in the Companies Addresses Tab .
 
25

Contract Recap Section

25. Contract Recap Section