The Job Contract History Screen displays records relating to contracts that have been created against the job or lot. This screen lists current client finance contracts, current building contracts, and cancelled building contracts applicable to the current job or lot.
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| Only contract records with a cancelled date can be edited. Client finance and active building contract records can only be viewed. |
Procedures
Viewing The Contract History
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- Forecast Per.: Forecast Period
- Actual Per.: Actual Period
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| The blue squares represent the financial period the date is associated with, with 1 representing July (the start of the financial year) through to 12 representing June (the end of the financial year). |
Field | Description |
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Sale Reported | Date the sale was reported. |
Prepared | Date the contract was prepared. |
Allocated To Agent | Date the contract was allocated to the agent. |
Received From Agent | Date the contract was received from the agent. |
Signed | Date the contract was signed. |
Exchanged | Date the contract was exchanged. |
Cooling Off Start | Date the cooling off period started. |
Cooling Off End | Date the cooling off period ended. |
Finance Approval | Date finance was approved. |
Unconditional | Date all contract conditions were satisfied. |
Settlement (Proposed) | Date of the proposed contract settlement. |
Settlement (Client) | Date of the contract settlement with the client. |
Settlement (Accounting) | Accrued date for trade debtor purposes. |
Cancelled | Date the contract was cancelled. |
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The Deposits tab lists the payments made against the selected building contract. There can only be one initial deposit, and this can be edited, but not deleted.
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| The deposits will be listed in order of the type of deposit and the date the deposit was received. |
Deposits List
Column | Description |
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Received | Date the deposit was received. |
Banked | Date the deposit was banked. |
Amount | Value of the deposit. |
Type | Type of deposit. Example: Initial Deposit, Contract Deposit, Further Deposit. |
Receipt | Receipt number or reference. |
Progress Claim | Progress claim against which the deposit was made. |
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The Conditions tab lists the conditions recorded against the selected building contract.
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| System-generated conditions cannot be modified or deleted. |
Conditions List
Column | Description |
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Raised | Date the condition was raised. |
Responsible Party | Party responsible for meeting the condition. |
Category | Category of the condition. Example: Finance Approval, Land Settlement, Building Contract Settlement. |
Priority | Priority assigned to the condition. Example: Normal, High. |
Forecast Res. | Date the condition is forecast to be resolved. |
Resolved | Date the condition was resolved. |
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The Commissions tab lists the commissions recorded against the selected building contract.
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| The primary commission cannot be deleted. |
Commissions List
Column | Description |
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Primary | Indicates the primary commission. |
Name | Name of the party allocated to the commission. |
Role | Entity role of the party entitled to the commission. |
Location | Sales location of the salesperson. |
Agent | Name of the agent allocated to the commission. |
Agency | Name of the agency allocated to the commission. |
Paid | Date the commission value was paid. |
Complete | Date the commission was completed. |
Notes | Notes regarding the commission. |
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The Finance tab lists the finances recorded against the selected building contract.
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| Converted cancelled jobs cannot have new finance records added. |
Finance History List
Column | Description |
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Primary | Indicates the primary finance record. |
Lending Body | Lending body receiving the finance application. |
Branch | Branch of the lending body. |
Branch Contact | Contact at the branch of the lending body. |
Application Name | Type of finance application being made. |
FA Actual | Date the Finance Approval (FA) was obtained. |
Amount | Value of the finance application/approval. |
Notes | Notes regarding the finance. |
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The History tab lists the contract records for the job, lot, or client.
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| This is the same list presented on the Job Contract History and Client Contract History screens, but is not editable. |
Contract History List
The column headings featured on the Contract History list are dependent on which screen was used to access the Contract History dialog.
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