Introduction
Administration
Vendors & Partners
Purchase Order Views
Submitting an Invoice
Construct Schedule
Task Notes for Vendors
Payments/Remittance Advice
Vendor Export POS
Project Management
Purchasing and Estimating
Invoicing
Items
Introduction To Items
Navigating Items
When to Create a New Item
Unit of Measure
PO - BoM on Purchase Orders
Cost Model - Budgets
Bulk Item Creation and Modification Tools
Items FAQ
Attributes
Item Costing & Primary Vendors
Classification Codes
Creating Styles/Pallets/Storyboards
Jobs/Projects
Non-Job Purchase Orders
Construct
Introduction To Construct
Apply a Schedule - Prepare
Manage Construction Templates
Construction Dashboard
Delay Notes
Undo Task
Plan - Assign Start Date
Subtasks and Worksets
Task Notes
Sales
Sales Document Configuration
Sales Model Template Configuration
Sales Regions
Update Upgrade/Option Pricing
Docs
Introduction to Docs
Uploading a Document
Configuring Categories and Types
Bulk Permission Assignment
Reporting
Warranty
Introduction to Warranty
Accessing and Navigating the Warranty Module
Dashboards
Reviewing and Triaging Warranty Requests
Creating Warranty Requests
Find and Manage Warranty Jobs
Managing Warranty Requests
Managing Deficiencies and Work Orders
Closing Warranty Requests
Accounting
- All Categories
- Reporting
- Sales Contract Current
Sales Contract Current
Contains the customer information and sales pricing for the current sales contract only across all companies.
Data Table: BB.SalesContractHistory
Sort Order: CompanyCode, JobNo, ConstractStatus
Field Name | Field Description | Data Type | Example |
CompanyCode | The company code the contract was created under | String | 9999 |
JobNo | The job the sales contract was created for | String | 99-999-999-9999 |
JobDescription | The Dynamics job description that the sales contract was created on | String | U 1 Main Street |
ContractNo | The system generated contract number | String | CONT000001 |
CustomerNo | The system assigned customer No | String | 99-999-999-9999 |
CustomerName | The customer name on the sales contract | String | Bob and Jane Smith |
ContractStatus | The system status of the contract Values (Conditional, Sold, Closed, Cancelled) | String | Sold |
SalesPriceExcludingTax | The sales price, without taxes, on the contract | Money | 1156190.48 |
OfferDate | Date the offer was create (null values allowed) | YYYY-MM-DD | 2024-02-11 |
ApprovalDate | Date the offer was approved (null values allowed) | YYYY-MM-DD | 2024-02-11 |
ConditionRemovalDate | Date the offer had conditions removed (null values allowed) | YYYY-MM-DD | 2024-02-11 |
PossessionDate | Did customer took possession (null values allowed) | YYYY-MM-DD | 2024-02-11 |
ClosingDate | Date sales contract was closed (null values allowed) | YYYY-MM-DD | 2024-02-11 |
CancelledDate | Date contract was cancelled (null values allowed) | YYYY-MM-DD | 2024-02-11 |
