Reviewing Contract Activities
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CS_CT_PAR_ACT_INQ |
Define activity inquiries. |
|
|
CS_CT_PACT_INQ_DET |
Review activity details. |
Use the Activity Summary Inquiry page (CS_CT_PAR_ACT_INQ) to define activity inquiries.
Navigation:
Use this page to define search criteria for contract activities. Search criteria is based on supplier information you selected to access the page. When you complete the search attributes and click the Search button, the system populates the Activity Summary by Contract grid with contracts that meet the criteria.
The system creates a copy of the activities report on the PeopleSoft parent system to load parent activity into an activities record with any remote system activities. It then writes a new inquiry to display details of the remote and parent activities. The inquiry provides a summary of all activity against the contract in the parent system. The system summarizes activity by contract line.
For contracts with Purchase Order process options, releases can occur in the parent and multiple remote systems. All other contract types can only create releases in a single remote system. To view the parent activity for purchase order contracts, you also must run the Capture Parent Activity process.
You can search using a variety of criteria, including the source node and from and to dates. These dates define a range in which you want to search for activities.
Field or Control |
Description |
|---|---|
Contract SetID |
Displays the SetID to which the contract belongs. |
Contract ID |
Displays the contracts that met the search criteria. If you left the Contract ID field blank for the search, then all contracts that meet the remaining criteria appear in this column. Click the link to access the Activity Summary Detail page where you can view activity summary and details for both parent and remote systems. |
Contract Status |
Displays the status for the corresponding contract. |
Maximum Amount |
Displays the total amount this contract should not exceed. The total released amount of all lines plus the amount released for open items should not exceed this amount. |
Merchandise Amount |
Displays the total contract amount for both parent and remote systems. |
Currency Code |
Displays the currency that applies to the contract. |
Last Capture Date/Time |
Displays the last time that activities were captured for the corresponding contract. |
Use the Activity Summary Detail page (CS_CT_PACT_INQ_DET) to review activity details.
Navigation:
. Click the Search button on the Activity Summary Inquiry page.
This example illustrates the fields and controls on the Activity Summary Detail page.
Use this page to review contract activity summaries and details for parent and remote systems. You capture contract activities for the parent system by running the Capture Parent Activity process. Contract activities in remote systems must be published back to parent system before they appear on this page. You can review summary for each node or select a specific node for which to view all activity details for that node.
Summary Activity by Node
Field or Control |
Description |
|---|---|
Click to View Node Details |
Click to access activities against this contract and node. Each node represents the parent system or a remote system. The system displays information specific to a single node in the Node Activity Details grid when you click this button. The system disables the button if there is only one node in the summary activity grid, and the activity details grid displays the contract lines activities. |
Syndicate Contract ID |
Displays the remote system's contract ID against which activities occurred. There can be multiple syndicate contracts for a single parent contract if the contract process option is Purchase Order. |
Merchandise Amount |
Displays the total value of the contract that has been released by this remote system. |
Last Capture Date/Time |
Displays the last time that activities were captured for this contract and indicates how current the data is. |
Node Activity Details
Use this grid to review more detailed information about releases against a contract.
Field or Control |
Description |
|---|---|
Source Node |
Displays the node in which activity against the contract has occurred. |
Line |
Displays the contract line against which the activity occurred. |
Document Type |
Indicates the document that is summarized for each contract line. Document types include: Purchase Order, Receipt, Return to Vendor, and Voucher. |
Merchandise Amount |
Displays total amount against this contract line by document type. For example there could have been 30 purchase orders created against line one item that total 300 USD. One row displays with a document type of Purchase Order for line item one, and the merchandise amount is 300 USD. If some of the line item one has been returned to supplier, then another row displays the return with the total amount returned, and the document type is Return to Vendor. Amounts display in the item's currency. |
Item ID |
Displays the item for which the activity has occurred. A description also displays for the item. |