Set Up Contracts

<< Click to Display Table of Contents >>

EQuIS 7  >>  SPM > SPM Desktop > Contracts >

Set Up Contracts

This article provides you with the steps necessary to create a Contract, which will hold the templates of field and sampling activities required for planning Tasks in SPM. The SPM Contracts should be based on the actual information from contracts with sub-contractors (such as labs and field sampling crews) involved with the plan. Plans may contain multiple Contracts, and at least one Contract must be created per Plan prior to planning and scheduling samples. As many Contracts as needed should be defined to contain the details of agreements with each laboratory and field sampling contractor as well as internal data providers. Contracts contain analytes, analytical methods, containers and costs. Contracts may be imported from other Plans or be shared among Plans in a given database.

 

Examples of Contracts that may exist within a Plan are:

 

Laboratory A – defines details of analysis agreements with primary laboratory

Laboratory B – defines details of analysis agreements with secondary laboratory

Field A – defines details of field analysis and observations for internal data providers

Field B – defines details of field analysis and observations for external contractor

 

Existing contracts can be imported from other plans. Please refer to Import an Existing Contract for more information.

 

Contracts

 

Select Contracts from the Plan tab.

 

20005-Contracts

 

Add a New Contract

 

Select Add to add a new contract to the Plan. Choose whether the contract should be available for the current plan only (Plan Specific) or across all Plans in the current database (Shared Contract).

 

20005-AddNewContract

 

Company Code

 

Select the desired Company Code. The list that opens includes all companies in the database (RT_COMPANY).

 

20005-CompanyCode

 

Save Contract Information

 

Select Save at any point in the Contract screen to save the contract information.

 

20005-SaveContractInformation

 

Add Contract Information

 
Highlight the Company Name on the left, and enter information about the Contract on the right.

 

20005-AddContractInfo

 

Billing Contact and Reporting Contact information are displayed from DT_PERSON and, by default, are filtered according to the Company Name. To remove the filter and display all contact information, check Show All Contacts. If the contact details are not already present in DT_PERSON, new contact information may be added.

 

Select the drop-down arrow next to either Billing Contact or Reporting Contact and then select Add/Edit. DT_PERSON opens to allow you to add the new information.

 

See the full list of Contract parameters at the end of this article.

 

Import a Contract

 

Select Import to import a contract from another Plan in the same EQuIS Facility or from other Facilities in the same database. Please refer to Import an Existing Contract for more details.

 

20005-ImportContract

 

Remove a Contract

 

Click Remove to remove an existing contract from the current Plan.

 

20005-RemoveContract

 

Close Contract Screen

 

Click Close at the bottom right of the Contract Screen to exit.

 

Contract Parameters

 

CONTRACTOR CODE

oRequired

oLookup: RT_COMPANY.COMPANY_CODE

oThe department or company for the Contract.

CONTRACT START DATE

oDate

oThe start date of the Contract.

CONTRACT END DATE

oDate

oThe end date of the Contract.

REMARK

oText (2000)

oAny additional information pertaining to the Contract.

CURRENCY

oLookup: RT_UNIT.UNIT_CODE

oThe currency for the Contract.

oThis value defaults to the Currency specified in the Plan Details, if any.

SHOW ALL CONTACTS

oCheck to display all records from DT_PERSON in BILLING CONTACT and REPORTING CONTACT. Uncheck to restrict available records to those where DT_PERSON.COMPANY_CODE matches the Contract department or company.

BILLING CONTACT

oLookup: DT_PERSON.PERSON_NAME

oThe billing contact for the Contract.

REPORTING CONTACT

oLookup: DT_PERSON.PERSON_NAME

oThe billing contact for the Contract.