Welcome to Contracts

The Contracts module is a module that interfaces closely with eFinancials, with data residing in the eFinancials database, not a separate Contracts database. It allows for you to control and manage your contractual agreements.

Currently, Contracts menu options are related to subcontracts and change orders.

About Contracts

The Contracts Module consists of these menu items. Also listed below are locations for optional and required setup that is done in the eFinancials module.

eFinancials Setup

Turn on Subcontracts

Global Setup—Policies—Global Policies—Entity/Company Policy Groups

Optional Setup

Global Setup—Required Document Types

Global Setup—Standard Text

Snap-ins

Required Document Types Snap-in

Contracts

Subcontracts

Subcontract Entries Grid

Subcontract Inquiry

Print Subcontracts

Reports

Series of Reports

Subcontract Balance

Subcontract Status

Data Transfer

Upload Data

Setup

Series of Reports

Additional Topics

Subcontract Invoices Overview

Invoicing Purchase Orders with Buyout Amounts

 

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