Introduction
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Construct
Introduction To Construct
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Sales
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Introduction to Warranty
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Accounting
- All Categories
- Reporting
- Sales Contract History
Sales Contract History
Contains the customer information and sales pricing for all sales contracts across all companies.
This report contains active and cancelled contracts and can result in mutliple records per job.
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 |
