Searching Contract Lines

You can search for all open contract lines. Afterward, you can add buyer notes or export the search results to a spreadsheet.

Complete the following steps to search contract lines:

1. L og in to the ONE system.

2. Click Menus/Favs > Contract Mgmt > Search Contract Lines.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Search Contract Lines screen opens with the filter options displayed.
   
   

   

   
   

3. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   State	Check the box for the state of the contract.
   Contract No	Enter the contract number.
   Vendor	Enter the vendor's name.
   Ship To Site	Enter the location of the Ship To site.
   Contract Mgmt Org	Enter the organization that handles contract management.
   Buyer Code	Enter the buyer code.
   Effective Date	Use the calendar and clock tools to enter the beginning and ending effective dates for the contract.
   Contract Term Number	Enter the term number for the contract.
   Contract Type	Select the contract type from the dropdown list.
   Ship From Site	Enter the location of the Ship From site for this contract.
   Order Mgmt Org	Enter the organization that handles order management.
   Item	Enter the item associated with the contract.
   Product Group Level	Enter the product group level.
   FAL Assign To User	Enter the username to assign the Convention on Facilitation of International Maritime Traffic (Maritime Law) or FAL terms.

4. Click the Search link.
   The search results display.
   
   

   

   
   
   

5. Click the Export to CSV button to export the report to a CSV file.

6. Click the View Pivot button to view the data in a pivot table.

7. Click a Line Number link to view details about a contract line.
   The contract line details screen opens.
   
   

   

   
   
   

8. Click the Back to Term button to return to the contract term view.

9. Click the Clone Line button to clone this viewed contract line.

10. Click the Add Line button to add a new line to this contract term.

11. Update the fields as desired and click the Revise and Confirm button to update the data fields. See the "Creating Contracts" section of the Online Help for more information on these fields.

12. Click the Close Contract button to close this contract.

13. Click the This Line button to perform additional actions on this line, such as closing or updating the line.