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Contract Management

Mié, 2011-02-02 12:47 — rnur

 

ID Generation

  • Generate Managed Contract ID: This is a setup parameter which indicates the procedure to generate the Contract ID attribute to determine if the code in the Managed Contract is entered by a user or System generated.  When set to false, this value will be manually entered by the user.  If set to true, this value will be generated by the System and it will be left padded with zeros (subject to change if a Customized Algorithm is applied.)
  • Customized Algorithms: Will be created during Implementations to fulfill customer specific requirements.  Such algorithms will be stored in a System library, so those can be reusable in other implementations.

Other Parameters

  • Mandatory Goods Services Receive Notes: This is a parameter which indicates if Goods/Services Receive Notes (GSRN) is mandatory.  If set to true GSRN are mandatory; then the client must have the FB Purchasing System.  If set to false GSRN are non mandatory.
  • Procurement System Installed ?:  This parameter indicates if the client has installed the FreeBalance Procurement System.  If set to true, the Procurement System Module is installed; If set to false the Module is not installed.
  • Days Left Alert for Claim Inspection Expiration Date:  This parameter indicates the number of days before a claim inspection expires.  If an Integer value is selected the System will alert with anticipation about the soon planned inspections.  The alert will be sent a number of days before, this number of days is defined as the integer entered into the System.  If Null then no alert will be sent.
  • FB Budgeting Module Installed: This parameter indicates if the client has installed the FB Budget Module.  If true, the FB Budgetting Module is installed; if false, the Module is not installed.
  • Validate Payments Against Drops: This parameter indicates whether the System validates each Payment (amounts and status) against its respective Drops associated.  If true, the System will validate the association.  If false, the System won’t validate anything.
  • Maximum Tolerance for Payment Amounts: This parameter indicates the maximum percentage of tolerance that the System allows for Payment Amounts against Drops Amounts.  If a value is entered for the Maximum Tolerance for Payment Amounts, then Payment Amounts are subject to this restriction.  If value is not entered than there is no maximum tolerance for Payment Amounts.
  • Financial Accounting System Installed: This parameter indicates if the client has installed the FB Financial Accounting (FA) System.  If true FB Financial Accounting System has been in installed, if false then System has not been installed.
  • Mandatory Inspections: This parameter indicates if Inspections Registry is mandatory.  If true, Inspections are mandatory.  If false they are not mandatory.
  • Planned Information Required to set Contracts as In Execution: This parameter indicates if a Contract can change status to In Execution with or without Planned Information recorded in the System. If true means that a Contract can only change to In Execution status if it has planned information recorded in the System.  If true at least one Drop, one Planned Inspection, and one Planned Payment is required prior to change status.  If false, the Contract can be changed with just Line Items, without planned information.
  • Financial Operation Source for Contract Management: This is an Integer parameter that will be used to reference a particular Financial Operation Source already registered in the system. This is a nullable integer and cannot have a default value, when the interface with FA is enabled, the implementer must manually create a Financial Operation Source and thereafter assign the applicationId value to this parameter.