Fleet-Net® for Windows Product of Avail Technologies, Inc.
Contract Management Overview
Contract Management provides tracking and monitoring capabilities for various types of contracts for the transit industry. Contractual obligations and conditions to ensure compliance require a systematic approach. Fleet-Net’s Contract Management automates this process and provides the user with flexibility.
The Contract Management (CT) module interfaces with the Bid Management, Accounts Payable, and Project Tracking modules. An association between the bids that generated the contract can be made. It allows for the identification of the vendor and any sub-contractors associated with the contract. Its tie to Project Tracking allows the user to see purchases to date which reflect all processed invoices and paid to date information, which reflects all checks cut pertaining to the project.
The CT module allows for the maintaining and tracking of pertinent information such as a contract’s start and end dates, board approval date, contract amount and other fields.
The CT module allows for the sharing of documents with co-workers for easy collaboration with the ability to attach various types of documents such as the scanned original contract, insurance documentation, certifications, blue prints etc.
The tracking and alert features automatically send emails when the contract or any insurance or bond issuance are about to expire.
All contact personnel are entered for easy reference.
Other aspects needing to be tracked that do not come standard in the CT module can be setup with the custom form and field creation options. Users are able to create their own custom fields for tracking processes unique to their transit agency.
User Guide Contents
- PRODUCT DESCRIPTION 4
- CONTRACT MANAGEMENT IMPLEMENTATION 5
- CONTRACT MANAGEMENT CHECKLISTS 7
- SETUP CHECKLIST 7
- STANDARD CYCLES CHECKLIST 7
- CONTRACT MANAGEMENT SETUP 8
- EDIT MISCELLANEOUS CODES 9
- TRANSACTION CONTROL RECORD 14
- CONTRACT DOCUMENTS REQUIRED 15
- DOCUMENT DEFAULT MESSAGE 17
- Edit Message 18
- Delete Message 19
- Print message 19
- Report Setup 20
- EMAIL NOTIFICATION SETUP 21
- SEARCH CRITERIA SETUP 23
- USER DEFINED DATA FIELD 24
- Form Restrictions 25
- Data Fields 26
- Field Restrictions 27
- Click Field Restrictions 27
- Rename Fields 27
- USER DEFINED DATA SECURITY 28
- CONTRACT MAINTENANCE 29
- NEW CONTRACT 29
- MASTER 34
- NOTES 34
- SUBCONTRACTORS 36
- CONTACTS 40
- INFORMATION 42
- DELETE 46
- PROJECTS 47
- CONTRACT EMAIL 48
- EMAIL LOG 48
- USER DEFINED 49
- INVOICES 52
- PAYMENTS 53
- REPORTS 54
- ADJUSTMENTS 55
- CONTRACT AMT 58
- OPEN PO’S 59
- AUDIT 60
- CONTRACT INQUIRY 61
- CONTRACT ALERTS 62
- Create Alerts 62
- Display Alerts 63
- Print Alerts 66
- Send Alerts 67
- Delete Alerts 67
- USER DEFINED DATA ENTRY 68