Contract Tracking Report

The 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

Fields	Descriptions
Report Selection:	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

Fields	Description
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. Calculation: % SPENT = SPENT TO DT x 100 / CONTRACT CAP VALUE
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.