Contract Tracking ReportThe Contract Tracking Report is used to see if a capped contract has yet met or exceeded the cap value.
- To run this report go to Report Center>Purchasing Reports>Contract Tracking Report.
- To open the report criteria screen, double-click Contract Tracking Report or select the report and click Run Report, as per Fig. 01.
Fig. 01 - Running the Contract Tracking Report
Report Criteria:Enter report criteria to get desired results, as per Fig. 02 below.
Fig. 02 - Report Criteria for the Contract Tracking Report
All Vendors: generates the report with all vendors.
Selected Vendors: generates the report with one or more chosen vendors. Also provides a Select All option to select all vendors in one click.
All Contracts: generates the report with all existing capped value contracts, regardless if they are expired or not.
Selected Contracts: generates the report with one or more chosen contracts. Also provides a Select All option to select all vendors in one click.
Date Range: generates the report with all capped value contracts that have had a receiving made within the specified time period.
|Capped Value Greater Than:||Generates the report with all contracts that exceed the typed-in percentage.|
When the Contract Tracking Report is generated the result should look similar to Fig. 03.
Fig. 03 - Contract Tracking Report results
|Contract #||The Adaco number for the contract.|
|Contract Name||The name of the contract.|
|Contract Cap Value||The dollar amount typed in when creating the contract, located under Purchasing>Contracts.|
|Spent to Dt||The total dollar amount of the contracted product(s) received on the specific purchase order(s) which exceed the Capped Value Greater Than percentage.
Note: the report will not show the updated amounts, i.e. the price/quantity of the product has been modified after receiving,
|Current Value||The dollar amount that is remaining or over the contracted amount.|
|% Spent||The percentage of the contract cap value that is either remaining or how much it has been exceeded.
|Order||Displays the purchase order number, the receiving date, and the total dollar amount received.|
|Order Total||Displays the total dollar amount of all the purchase orders received for the contract.|
|Contract Total||Displays the total dollar amount for all the contracts which have been selected.|