Searching Contracts

You can search for existing contracts. From the Search Contracts screen, you can view contract terms, view audit history, or export the search results to a spreadsheet.

Complete the following steps to search contracts:

1. L og in to the ONE system.

2. Click Menus/Favs > Contract Mgmt > Search Contracts.
   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 Contracts screen displays with all filters.
   
   

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

   Field	Description
   State	Check a box for the contract state to search.
   Customer	Enter the customer for which the contract was created.
   Contract No	Enter the contract number.
   Contract Type	Select the type of contract from the dropdown list.
   Ship From Site	Enter the Ship From site where this contract indicates.
   Buyer Code	Enter the buyer code for this contract.
   Order Mgmt Org	Enter the organization that will handle the order management.
   Product Group Level	Enter the product group level.
   Clone Source Contract Number	Enter the number of the source contract that the contract was cloned from.
   Retrieve For	Select a time frame from when the contract was created.
   Effective Date	Use the calendar and clock tools to select the beginning and end dates for the contract.
   Order Number	Enter the order number associated with the contract.
   Contract Terms No	Enter the contract terms number.
   RFQ No	Enter the Request for Quote (RFQ) number.
   Vendor	Enter the vendor associated with the contract.
   Ship To Site	Enter the Ship To site where this contract indicates.
   Item	Enter the item that is associated with this contract.
   Contract Mgmt Org	Enter the organization that will handle the contract management.
   Contract Name	Enter the name of the contract.

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

   

   
   
   

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

6. Click the Print button to save a PDF of the contract to your computer for printing.

7. Check the box in front of one or more contracts and click the Actions button.
   A menu of action options displays (Cancel, Confirm, Reopen, or Clone); the actions that are available are dependent upon the state of the contract.

8. Select an option.
   The action is performed on the contract.

9. To view the contract terms in a contract, click the expand button next to the Contract Number.
   
   

   

   
   
   

10. To view the contract lines in a contract term, click the expand button next to the Terms No.
    
    

    

    
    
    

11. To view the audit history for a contract, term, or line item, click the audit icon ( ).
    The audit screen for that component displays rows showing the details about the component along with the user who made the changes and the date/time for the changes (found in the last columns).
    
    
    
    

12. To view details about a contract or term, click the contract or term screen.
    The edit screen for that contract shows the contract detail.