Multi-Contract Orders

Overview

If you have a number of different hire contracts that are raised for the same customer site as part of a single customer order, these contracts can be grouped together so that a single entry is shown in the Unconfirmed Contracts screen for that order.  Opening the order brings up a screen that lets you review all the contracts and hire equipment that make up the order, and then open the individual contracts to amend, print and confirm them as normal.

This feature is primarily designed for grouping operated contracts where a number of operated machines may make up a single customer order and an individual Syrinx hire contract can only contain one main operated hire item, although it can be used for any type of hire contract.

Creating a new Multi-Contract Order

To create a new multi-contract order, you must first create the first hire contract in the usual manner.  You must set the order number and order contact, plus set the required site.  You then press the ‘Create New’ button on the Misc tab of the ‘Enter Hire Contract’ screen:

This opens a new multi-contract order:

The ‘…’ button in the top-right can be used to change the information that is common across the contracts that make up the order:

The Hire Contracts section shows all the hire equipment on all hire contracts that have been added to the order, in contract number order.  The Operated Shifts section shows the shifts that have been entered against the selected contract.

Buttons at the bottom let you create further contracts against the same order, amend, cancel or print the selected contract, and close the order off.  An order can only be closed once all the contracts that make up the order have been confirmed.

The Print button prints a document that lists all the non-accessory hire items across all contracts that make up the order:

Unconfirmed Hire Contracts

Contracts that are part of a multi-contract order are not listed separately on the Unconfirmed Hire Contracts screen.  Instead a single entry is shown for the multi-contract order, and the unique Id for the multi-contract order is shown under the Contract No heading:

This entry appears for all depots that the customer has been linked to on the Amend Customers screen.  The individual contracts are listed however if you print a list of the unconfirmed hire contracts.

Adding a Contract to a Multi-Contract Order

You can add an existing unconfirmed hire contract onto an existing multi-contract order via the ‘Add to Existing’ button on the Detail tab of the ‘Enter Hire Contract’ screen.  The customer, site, order number and contact on the hire contract must match the same details on the multi-contract order.

Query/Amend Contract

The Query and Amend Contract screens both indicate if the given contract is part of a multi-contract order, and have a button to view the multi-contract order: