Contract Review

evoerp
Fri, 19 Sep 2025 16:29:18 +0000
Sales

Using Contract Review

The Contract Review module is intended to replace the Job Folder that is typically circulated through the various departments for approval when a new order comes in and then accumulates all the paperwork associated with the job as it is processed and shipped and paid, and is eventually consigned to a file cabinet someplace until it is time to bid again on the same product at which time it may be dug out and reviewed. The Contract Review programs provide electronic approval and document storage, replacing the physical folder and linking the documents as scanned images or PDF to the contract file.

Approvers are established and assigned to departments or designated as Administrator level. At least one Administrator is required because that is who enters the other approvers and departments. You can enter as many different departments as you like and every department that exists will be a required approval for every contract by default. It will then be up to the contract administrator to determine for any given contract which approvals are in fact required. If you are entering more than one person as approver for a department, enter the name of the department the same for each. “Credit”, “Accounts Receivable” and “A/R” would be treated as three separate departments.

Once at least one approver has been created, the Approval Control process has been enabled. When Sales Orders are entered, before they can be converted to work orders or Packing Slips or invoices printed, they must be approved. PS-J has an option to approve a range of sales orders so when setting the module up for the first time you can pre-approve the existing orders and begin the control process with the next order entered. The prior orders that are globally approved will have an entry created in the CR-B screen so the Notes and Linked Documents features can be used.