Contracts: Header

Field Descriptions

Column One

Field

Type

Description

Table.Field

Contract ID

Num (6)

Displays the Contract ID. Enter directly or use search to find the vehicle.

fm_contracts.contract_id

Reg Number

Text

Enter or search for a registration number. If multiple matches exist, a list is shown for selection.

fm_contracts.reg_no

Approval No

Num (6)

Enter Approval No to navigate to the Approvals page for the contract. Field is removed after selection.

-

Vehicle

Text

Displays contract description. Hyperlinks to Employees/Item if accessible.

fm_contracts.short_description

Column Two

Field

Type

Description

Table.Field

Client

Text

Displays Client name. Links to Clients:Contact if accessible.

fm_clients.name

Driver

Text

Displays Driver name (Last, First). Hover shows contact details. Links to Drivers:Contact.

fm_drivers.surname, fm_drivers.given_name

Type

Text-Num-Num

Displays Contract Type, Term, and KMs. Links to Contract Types.

gl_posting_maps.posting_map_code, fm_contracts.term, fm_contracts.contract_kms

Column Three

Field

Type

Description

Table.Field

Start

Date, Num

Displays contract start date and start KMs.

fm_contracts.contract_start

End

Date, Num

Displays scheduled end date and contract KMs.

fm_contracts.contract_end

Last

Date

Displays last transaction date and odometer reading.

-

Column Four

Field

Type

Description

Table.Field

Tyres?

Num/Num

Shows tyre allowance vs used. Highlights if exceeded. Used for TyreBalance calculation.

fm_contracts.tyre_allowance

Projected

Num

Projected vehicle KMs based on current data.

-

Division

Text

Displays associated division (managed via Contract Events).

-

Audit Icon

Icon

Opens edit history pop-up.

-

Info Icon

Icon

Opens performance indicators (budgets vs actuals).

-

Funds Check Icon

Icon

Displays funds summary (budgets, receipts, available funds).

-

Message Row

Text

Displays status messages (Terminated, Suspended, Replacement, or Notes preview).

-


Buttons

Button

Description

New

Creates a new contract and opens edit mode.

Copy

Duplicates an existing contract with adjustments (removes driver, division, etc., copies budgets as pending).

Import

Imports contract updates via CSV. Validates contract ID and shows proposed changes before applying.


Tab Navigation Buttons

Button

Description

>>

Navigates to the right-most tabs (for small screens).

<<

Navigates to the left-most tabs.