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.

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

From the Client Contract History list, select a contract.
Click View. The General tab of the Contract History dialog will be displayed.
View the details on all of the dialogs.
Click OK. The dialog will close.

Contract History Dialog - General Tab

The General tab contains information about a contract's details, finance values, and work flows.

General Group

Field	Description
Contract Number	Number identifying the specific contract record.
Description (full)	Full description of the contract.
Description (short)	Short description of the contract.
List Price	Value of the list price for the contract.
DP Number	Deposited Plan number

Contract Amount Group

Field	Description
Custom GST?/Rate	Custom GST?: Is the GST rate a customised value? Yes: The GST rate varies from the rate set in the system preferences. The Ratefield is unlocked for editing. No: The GST rate remains as the rate set in the system preferences. The Ratefield remains locked. Rate: Customised GST percentage value.
Amount (ex GST)	Contract value excluding GST.
Amount (GST)	GST value of the contract. The amount is calculated from either the Amount (ex GST) orAmount (inc GST) values, based on the Rate selection.
Amount (inc GST)	Contract value including GST.

Conditional Status Group

Field

Description

Status

Condition status of the contract.

Example: Unconditional, Conditional.

Work Flow Group

The Work Flow group is split into two columns:

Forecast Per.: Forecast Period
Actual Per.: Actual Period

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
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.

Conditions Group

Field

Description

Total/Unresolved

Total: Count of the conditions recorded against the contract.

Unresolved: Count of those conditions that do not have a resolution actual date.

Commissions Group

Field

Description

Total/Incomplete

Total: Count of the commissions recorded against the contract.

Incomplete: Count of those commissions that do not have a complete date.

Deposits Group

Field

Description

Total/Amount

Total: Count of deposits recorded against the contract.

Amount: Total value of those deposits.

Contract History Dialog - Details Tab

The Details tab contains specific information about the contract, including contract margins, trade debtors, lenders, letters of offer, and mortgage documents.

Contract Margin Group

Field	Description
Revenue (ex GST)	Value of the revenue, excluding the GST component.
GST Payable	GST component of the revenue value.
Revenue (inc GST)	Value of the revenue, including the GST component.
Payable GST Method	Method of determining GST payment. Example: Margin Scheme, Total Sale Price.
To Site Orders Cost (ex GST)	Value of Orders issued ahead of getting to site, excluding GST.

Trade Debtor Group

Field	Description
Recognised	Date the trade debtor was recognised/accrued.
Journals Completed	Date the journals were completed.
Journals Reversed	Date the journals were reversed.

Finance Group

Field	Description
Responsible Party	Party responsible for making the finance application.
Finance Structure	Structure of the financing. Example: Normal, Savings Plan, Cash, Change Over.
Consultant	Finance consultant allocated to the contract finance.
Lending Body	Name of the financial institution providing the lending.
Branch	Branch of the financial institution providing the lending.
Contract Person	Contact person at the financial institution providing the lending.
Branch/Contact Notes	Notes regarding the finance lending branch.

Solicitor/Conveyancer Group

Field	Description
Company	Name of the solicitor or conveyancer.
Contact	Contact person for the solicitor or conveyancer.
Notes	Notes regarding the solicitor or conveyancer.

Application Group

Field	Description
Lodged	Date the application was lodged.
Amount	Value of the lodged application.
Loan Value Ratio	Ratio of the loan against the value of the property.
Serviceability	Serviceability value of the loan.

Pre-Approval Group

Field	Description
Received	Date the pre-approval was received.
Amount	Pre-approval value.

Letter Of Offer Group

Field	Description
Ordered (Requested)	Date the letter of offer was ordered.
Received (Forecast)	Date the letter of offer is forecast to be received.
Received (Issued)	Date the letter of offer was received.
Signed	Date the letter of offer was signed.

Finance Complete (Finance ACC) Group

Field	Description
Ordered	Date the Authority to Commence Construction (ACC) was ordered.
Received (Forecast)	Date the Authority to Commence Construction (ACC) is forecast to be received.
Received	Date the Authority to Commence Construction (ACC) was received.

Mortgage Documents Group

Field	Description
Ordered (Requested)	Date the mortgage documents were ordered.
Forecast	Date the mortgage documents are forecast to be received.
Received (Issued)	Date the mortgage documents were issued.
Signed	Date the mortgage documents were signed.

Contract History Dialog - Deposits Tab

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.

The deposits will be listed in order of the type of deposit and the date the deposit was received.

Deposits List

Column	Description
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.

Contract History Dialog - Conditions Tab

The Conditions tab lists the conditions recorded against the selected building contract.

System-generated conditions cannot be modified or deleted.

Conditions List

Column	Description
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.

Contract History Dialog - Commissions Tab

The Commissions tab lists the commissions recorded against the selected building contract.

The primary commission cannot be deleted.

Commissions List

Column	Description
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.

Contract History Dialog - Finance Tab

The Finance tab lists the finances recorded against the selected building contract.

Converted cancelled jobs cannot have new finance records added.

Finance History List

Column	Description
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.

Contract History Dialog - History Tab

The History tab lists the contract records for the job, lot, or client.

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.

Job Contract History Screen

Column	Description
Type	Contract type. Example: Client Finance, Building Contract.
Contract #	Number identifying the specific contract record.
Status	Condition status of the contract. Example: Unconditional, Conditional.
Prepared	Date the contract was prepared for the client.
Signed	Date the contract was signed by the client.
Exchanged	Date the contract was exchanged with the parties.
Settled	Date of settlement on the contract.
Cancelled	Date the contract was cancelled.
Amount	Contract value.
Client #	Number of the client associated with the contract.
Client Ref Name	Reference name of the client associated with the contract.
Region/Division	Name of the region/division associated with the contract.

Client Contract History Screen

Column	Description
Type	Contract type. Example: Client Finance, Building Contract.
Contract #	Number identifying the specific contract record.
Status	Condition status of the contract. Example: Unconditional, Conditional.
Prepared	Date the contract was prepared for the client.
Signed	Date the contract was signed by the client.
Exchanged	Date the contract was exchanged with the parties.
Settled	Date of settlement on the contract.
Cancelled	Date the contract was cancelled.
Amount	Contract value.
Job#	Number of the job associated with the contract.
Region/Division	Name of the region/division associated with the contract.
File Address	Address associated with the contract.
Job Status	Current job status.
Major Wfl Stg	Current major work flow stage of the job.
Minor Wfl Stg	Current minor work flow stage of the job.

Contract History Dialog - Variations Tab

The Variation tab lists the Post Contract and Building Variations for the Contract.

Contract History Dialog - Client UDF Tab

The Client UDF tab lists the Client User Defined Fields for the Client.

Contract History Dialog - Job UDF Tab

The Job UDF tab lists the Job User Defined Fields for the Contract.

Contract History Dialog - Land UDF Tab

The Land UDF tab lists the Job User Defined Fields for the Contract.