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Contract Review Questions

CONTRACT REVIEW QUESTIONS​

1.1 Search Contract Review Questions​

Search Contract Review Questions - Step-by-Step

Step 1: Navigate to the Contract Review Question Search Screen

  • From the side menu, go to Sales → Masters → Contract Review Questions. You will land on the Contract Review Question search screen.

Step 2: Choose Search Criteria

You can search using one or both of the following criteria, or retrieve all data without applying any filters:

  • Order Number (Number): Enter the display order number to fetch associated contract review questions.
  • Question Type (Dropdown): Choose either Technical or Commercial.

Search logic:

  • If Question Type = Technical → Only technical questions displayed.
  • If Question Type = Commercial → Only commercial type questions will be displayed.
  • If Order Number is given → Questions matching the order number will be listed.

Step 3: Click Search

  • Based on your filter, a table will display the matching questions.

Table Columns:

S.NoView/EditOrder NoDescription
1View/Edit ButtonOrder number displayedDescription of the contract question

Step 4: Edit/View Contract Review Question

  • Click the View/Edit button in the desired row.
  • Upon selection, you will be directed to the dedicated Contract Review Question screen, with all applicable fields automatically pre-filled
  • You can modify and Submit to save changes.

1.2 Create / Edit Contract Review Questions​

Step 1: Click Add Contract Question

  • This button is available at the top-right corner of the search screen.
note

All fields with a (*) are mandatory, so remember to fill them all.

Step 2: Select Question Type

  • A Question Type(*) dropdown will appear with the following options:
    • Technical
    • Commercial

Step 3A: If Technical is selected

  • The following fields will be displayed:
    • Order Number(*) (Dropdown): Select the relevant order number.
    • Description(*) (Text Field MAX 500): Enter the technical question details.

Step 3B: If Commercial is selected

  • The following fields will be displayed:

    • Description(*) (Text Field MAX 500): Enter the commercial question description.
    • Commercial Type(*) (Dropdown):
      • Manual
      • Auto Fill

  • If Manual is selected:

    • If you choose 'Manual', you'll be able to type in your own text for that commercial checkpoint on the Contract Review creation screen.

  • If Auto Fill is selected:

    • An additional Commercial Answer Type (single select)(*) dropdown will appear with the following options:
      • Customer
      • PO Date
      • Payment Terms
      • PO Currency
    • Based on the selected value, data will auto-populate in the Contract Review creation screen.
    • The entered Description will be used directly as a commercial checkpoint in the Contract Review creation screen.

Step 4: Submit or Edit

  • Submit – Save all entered information. Page changes to "Edit Contract Review Questions".
    • If a question already exists with the same Question Type and Description, Contract Review Question Already Exist message will be shown.
    • In such cases, the data will not be saved.
  • Clear – Reset the form.
  • Cancel – Return to the search page without saving.

That's it! You've learned how to ADD, SEARCH, EDIT a Contract Review Questions using the DMeX app. If you need help, contact the support team.