Innovative247 Service Request Manager

Dashboard

Contract Search

Module: Accounting

Overview

Use the Contract Search tab to select search parameters to identify

Installations that are not being invoiced
Contracts that are being invoiced although the installation is inactive

The tab remains blank until you perform a search. After you perform a search, you can scroll through the records and print the results.

To access this program, select Contract Master (program #548) from the main menu of SBN and then choose the Contract Search tab.

The Contract Search Screen

The following graphic shows the Contract Search tab with examples of selected search parameters and search results displayed in the columns.

Field/Column Descriptions

The following table describes the fields and columns used in this tab.

Field/Column	Description
Contract Number	Contract number of the account on this line.
Dealer	Identification number of the dealer attached to this contract.
Name	Name of the primary person attached to this contract.
Installation Number	Installation number attached to the contract on this line.
Date	Date that the contract on this line was created.
Branch	Installation branch responsible for monitoring this contract.
Monitoring	Current monitoring status for this installation.
Status	Last date that the monitoring status was changed on this installation.
Contract	Current contract status for this contract.
Status	Last date that the contract status was changed on this contract.
Change Date	Beginning status change date to include in this search.
Change Date (No label)	Ending status change date to include in this search.
Contract Number	Specific contract number, if any, to include in this search.
Contract Status	Specific contract status or SQL query string to include in this search. O You can use this field in conjunction with the monitoring status to look for accounts that you monitor but do not invoice or those that you do not monitor but continue to invoice.
Installation Number	Specific installation number, if any, to include in this search.
Branch	Specific installation branch, if any, to include in this search.
Dealer	Specific dealer extension, if any, to include in this search.
Monitoring Status	Specific monitoring status or SQL query string to include in this search. O You can use this field can in conjunction with the contract status to look for accounts that you monitor but do not invoice or those that you do not monitor, but continue to invoice.
Records Found	Number of records that match your search parameters.

Searching for a Contract

To search for an existing contract:

1. In the Contract Search tab, select your search parameters.

Note: See Field/Column Descriptions of this document for more details on the search parameters.

2. Choose Search.

â€° The upper pane of the window displays the search results.

Note: Once you have searched for a contract and scroll through the results, you can choose [Enter] to return to the top of the list.

3. Choose Select to retrieve additional information about the selected line.

4. To conduct another search, choose Clear.

5. Repeat steps 1-2.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Search	f2	548/82	Search for existing contract.
	Clear Search Screen	f3	548/81	Clear search parameters.
	Print selected records	ctrl+f8	548/83	Print selected records.
	Select	f6	548/84	Retrieve additional information about the selected line.
	Previous Record	f4	548/85	Go to previous record.
	Next Record	f5	548/86	Go to next record.
	Exit without saving	ESC		Exit without saving changes.
	Save New Record	ENTER		Save existing changes to record.