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Contract (Line Item)

A Contract line item represents a sub-unit of an order that defines who, what, when and how much will eventually execute and ultimately bill. This window can be accessed from the Contract.

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Layout

Across the top of the window you have a main menu that gives you access to various features.

The main body of this window are fields that represent the "line item" of the Contract. Some of the fields in this portion of the line item are automatically populated (when creating a new line item) using the values specified on the Customer.

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Main Menu

File
- Save
  Commits any changes made to the parent window (Contract).
- Close
  Closes the window.
View
- Placement Summary
  This window displays the placement of the spots related to the Contract line item on Logs.
- Invoice Summary
  This window displays Invoices related to the Contract line item.
Options
- Override start date
  Provides the ability to "back-date" a line item; this is useful when entering a "write-on" Contract.

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Main Body

Some fields of the window are automatically populated (when creating a new Contract) using the defaults specified on the Customer. These fields can further be modified for circumstances where the default is not appropriate for the specific Contract needs.

Station - See Stations.
Placement - The weight applied to spots related to this line item when scheduling side-by-side with other spots. Range is 1 to 10; 1 being the more weight (more likely to be placed prior to others).
Avail Type - See AvailTypes.
Rotation - Defaults to Automatic; however, can be modified to point directly to a particular (existing) Rotation. This significantly limits the flexibility related to scheduling and should only be done under very specific (in other words, very rare) circumstances.

CS In order for a Rotation to be assigned, the rotations on the overall Contract must be saved first; you can do this by pressing the Apply button on the Contract window. This must be done in order to have the necessary "pointers" available for assignment.

CS It is easier to state that you should avoid using this; if the circumstances arise where it becomes necessary to be utilized, it will be very obvious. This setting, in many case, is mistakenly utilized because of a lack of knowledge and experience in how the Rotation selection works and, when utilized incorrectly, can severely limit the flexibility offered and restrict your ability to quickly and easily make changes as Copy changes over the duration of a Contract. When in doubt, chances are you don't need to use this; to be sure, please contact customer service for advice.

Start Date - The starting date for the "pattern" of units (spots) to be generated.
End Date - The ending date for the "pattern" of units (spots) to be generated.
Start Time - When scheduling these units (spots) on the Log, what is the starting time range that it is legal.
End Time - When scheduling these units (spots) on the Log, what is the ending time range that it is legal.
Length (Secs) - Specifies the length of the units (spots) that will be generated.
Rate - Specifies the amount associated with each unit (spot) that will be generated.
Schedule - See below.
Comment - Optionally enter a note to be associated with this line item.

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Schedule

Weekly (Default)

When creating a weekly based line item, the M-Su fields are provided so that you can specify how many units (spots) will be generated per encountered day of the week between the specified Start Date and End Date. The Skip Weeks field provides an easy means to generate a pattern for the first scheduled week and skip x week(s) before repeating the specified pattern. The summary below this section displays the total number of units (spots) and the revenue associated based on the line item Rate.

Daily ★

When creating a daily based line item, the M-Su and Skip Weeks fields are replaced by a single Calendar button. The summary below this section displays the total number of units (spots) configured on the Calendar and the revenue associated based on the line item Rate. For further details regarding modifying the units (spots) configured for this type of schedule, see ContractLineItemCalendar.

★ Not available in Essentials.

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Additional Information

See Common UI Behaviors.
See Contract.
See Group.