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Eque2 Contracts-Navigation-and-Overview

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64 views

Eque2 Contracts-Navigation-and-Overview

Uploaded by

powderajp
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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To access the latest online version of this article and other articles, click Help then Eque2 Knowledge

Base or open online Knowledgebase within your Eque2 software. Alternatively, for Evision,
Housebuilding and Miracle users please visit eque2.knowledgeowl.com (https://eque2.knowledgeowl.com/help)

Contracts - Navigation and Overview


Last Modified on 30/06/2021 11:52 am BST

The Contracts module allows you to manage your contracts, create and amend budgets and enter cost
and revenue documents.

The main list shows basic information on each contract, as well as estimated and actual costs/revenue.

The buttons along the bottom of the list provide the following functions:

New Search - filter your list by typing in a search value. This will only show contracts that match your
search terms. The currently applied search is show next to "Search value".
Clear Search - removes the currently applied search value.
Active / Show All - this button will toggle your list to show only active contracts (i.e. contracts that have
not been marked as completed) or all contracts. The text on the button represents what it will do if
you click it.
Refresh - refreshes the list to ensure the information is up to date.
Attachments - opens a folder in your shared Construct directory where you can store any files
relating to the highlighted contract.
Goto Page - if your contract list covers multiple pages in Construct you can use this to quickly jump to
a page.
Previous / Next - go to the previous or next page in your contract list. The current page is show in the
lower right of the contract screen.
Toolbar Buttons

Quick Order
Used to create a contract immediately, rather than creating in the Quotations module then
converting to a contract.

Maintain Contract
Used to view/edit details on the currently highlighted contract.
Within the 'Maintain Contract' screen you can select 'Save & List' which opens the 'Prepare
Variation' window.

The drop down arrow ( ) next to this button provides the following functionality:

Maintain Contract - same function as clicking the main button.


Confirm Start - Allows you to select a contract and shows a list of suppliers against that
contract. From here you can enter information relating to each supplier for that contract,
such as start dates and retention details.
Confirm Completion - Allows you to set a date a supplier completes work on the contract.
This can then be used to calculate final retention and for retention reporting.

Prepare Variation
Allows you to view and edit the cost/revenue structure of the highlighted contract.

The drop down arrow ( ) next to this button provides the following functionality:

Prepare Variation - same function as clicking the main button.


Remove S/C - remove a supplier from the contract

Contract Enquiry
Used to identify where in the budget structure costs and revenue have been recorded against.
Price Variation
Used to make global adjustments to a whole variation or to the major cost types.

The drop down arrow ( ) next to this button provides the following functionality:

Price Variation - same function as clicking the main button.


Subcontractor Quotes - enter supplier and subcontractor prices against variation items.
Compare Quotes - compare prices given by suppliers and subcontractors.

Sites
An area you can manage sites (addresses) for the contract.

Purchase Order
Create new purchase order for the highlighted contract.

The drop down arrow ( ) next to this button provides the following functionality:

By Contract - same function as clicking the main button.


Auto-Generate - Purchase orders can be automatically generated for items entered on an
estimate. The auto generation option searches through the estimates for items associated
with the supplier and brings them onto the order. You can then amend these items as
required. See the following article for more information - Auto Generate Purchase Orders
(https://eque2.knowledgeowl.com/help/auto-generate-purchase-orders)

Delivery

Record a delivery note to mark items on purchase orders being received.

Purchase Invoice
Create a purchase invoice against the currently selected contract.

The drop down arrow ( ) next to this button provides the following functionality:

By Contract - same function as clicking the main button.


By Supplier - select the supplier first. Will show all invoices for this supplier. Can then
create a new invoice linked to this contract.
By Purchase Order - select the purchase order first. Shows all invoices for this purchase
orders. Can then create a new invoice linked to this order.
Works Order
Used to record internal purchase orders for work completed by your own employees.
Timesheets are linked against Works Orders to record costs, rather than invoices.

Nominal Transaction
Will show a list of suppliers on the highlighted contract and can then record one of the following
document types directly against a supplier:

Payment
Receipts
Journal
Adjustment
Stock Issue
Opening Balance

Client Billing
Used to create the following type of sales documents for the customer/client:

Application
Payment certificate
Refund certificate
Payment
Refund
Interim invoice
Final invoice
Retention invoice
Credit note
Application opening balance
Certificate opening balance
Invoice opening balance

Documents can be processed as stand-alone or by cumulative totals.


Other functionality in Client Billing includes:

Marking contracts as complete


Allocating applications to invoices
Posting sales documents to Sage
Reports
View a list of reports for the Contracts module.

Note: Only used when using Sage Report Designer.

The drop down arrow ( ) next to this button provides the following functionality:

Contract reports - same function as clicking the main button.


Supplier reports - view supplier reports. Same function as going to 'Suppliers > Reports'
Application allocation report -This provides a report on certified, paid and invoiced values
against specific applications. This report will only provide information you can use, if sales
invoices/payment documents are allocated to the application.
Aged application report - This report can be used to report on outstanding Applications,
Payment Certificates & Invoices.

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