Contract Review

CONTRACT REVIEW

1.1 Contract Review Search

Search Contract Review - Step-by-Step

Step 1: Navigate to Contract Review

• From the main side menu, go to Sales → Operations → Contract Review. This opens the Contract Review Search page.

Step 2: Choose Search Criteria

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

• Customer(single select dropdown): Select the customer from the dropdown list.
• Plant (single select dropdown): Plant dropdown list will be shown for the selected customer. Select the applicable Plant.
• Sales Order Number (single select dropdown): Sales Order Number dropdown will be shown after selecting a plant. Select the applicable Sales Order Number.
• Engineer In-Charge (single select dropdown): Select the engineer responsible for this contract.
• Production In-Charge (single select dropdown): Select the person managing production responsibilities.
• Quality In-Charge (single select dropdown): Select the person responsible for quality assurance.
• Marketing In-Charge (single select dropdown): Select the marketing person responsible for this contract.
• Contract From Date: Enter the start date for contract creation filter.
• Contract To Date: Enter the end date for contract creation filter.

Step 3: Perform Search

Click the Search button to retrieve results. If no data matches, a “No Contract found for the given criteria” toaster will appear.

Step 4: View Search Results

Results are shown in the table below:

S.No	Actions	Generate	Sales Order Number	Engineer In-Charge	Production In-Charge	Quality In-Charge	Marketing In-Charge
1	View / Edit	Generate Button	[Sales Order No]	[Name]	[Name]	[Name]	[Name]

• View/Edit: Opens the edit screen.
• Generate: Generates a PDF. If there is any error while generating the PDF, it will be shown via a toaster notification.

Step 5: Edit/View Contract Review

• Click the View/Edit button in the desired row.
• You’ll be navigated to the respective contract review screen.
• Fields will be pre-filled.
• You can modify and Submit to save changes.

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1.2 Create / Edit Contract Review

Step-by-Step Guide to Add or Edit a Contract Review

Step 1: Open the Create Page

• On the Contract Review Search page, click "Add Contract Review" (top-right).
• You’ll be redirected to the Create Contract Review screen.

note

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

Step 2: Fill in Header Information

• Customer(*) (single select dropdown): Select the customer from the dropdown list.
• Plant(*) (single select dropdown): Plant dropdown list will be shown for the selected customer. Select the applicable Plant.
• Sales Order Number(*) (single select dropdown): Sales Order Number dropdown will be shown after selecting a plant. Select the applicable Sales Order Number.
• Sales Order Date(*) (single select dropdown): Auto-filled based on the selected sales order number.
• Engineer In-Charge(*) (single select dropdown): Select the engineer in-charge from the dropdown.
• Production In-Charge(*)(single select dropdown): Choose the production in-charge from the dropdown.
• Quality In-Charge(*)(single select dropdown): Choose the quality in-charge from the dropdown.
• Marketing In-Charge(*)(single select dropdown): Choose the marketing in-charge from the dropdown.
• Line Items(Multi select dropdown):This multi-select field will automatically populate with line items once a Sales Order number is selected.

note

Only unused line items associated with the chosen Sales Order will be displayed for Line Items.

Step 3: Fill in PO Line Items

The data given below are just an example.

Once the Sales Order is selected, the following sections appears.

➤ PO Line Items Table

S.No	PO Line Item	Part Number / Revision	Drawing No / Revision	CDD (Customer Delivery Date)	EDD (Estimated Delivery Date)	New	Existing	Production	Development
1	00021	Part-5023 / X	DU5XX0008 / A	February 13, 2025	February 13, 2025	☐	☐	☐	☐

note

At least one checkbox (New, Existing, Production, Development) must be selected each row.

➤ Technical Check Points

S.No	Description	Actions	Responsible Department*	Comments
1	Test technical question	YES / NO / NA	[Dropdown] (single select)	Optional comment

note

Each row must have one action selected (YES/NO/NA) and a department selected.

➤ Commercial Check Points

S.No	Description	Comments
1	Verify supplier payment terms.	Enter comments or pre-filled
2	Test Commercial Description	35 Days NET (pre-filled)
...	...	...

note

Some fields are auto-filled based on the commercial answer type from the contract Question Screen.

Step 4: Submit or Edit

note

For editing, the Customer, Plant, and Sales Order Number fields will be uneditable.

• Submit – Save all entered information. Page changes to "Edit Contract Review".
• Clear – Reset the form.
• Cancel – Return to the search page without saving.

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