The Contract Inquiry dashboard allows users to view the budgetary information related to all contracts.
Level 1 of the Contract Inquiry page allows users to track amounts spent on any Master Agreement (MA) Transaction type. The process starts by searching for the MA transactions being tracked, and then clicking on the magnifying glasses to drill down on the shown amounts.
Encumbered Amount drill down will transition to Level 2, where all the related Purchase Order (PO) transactions will be displayed.
Additional Expenses drill down will transition to Level 3, where all the related Payment Request (PR) transactions, which do not have encumbering documents will be displayed.
Expended Amount drill down will transition to Level 3, where all the related Payment Request (PR) transactions will be displayed.
Note: The results are shown by the Authorized Department on the transaction, and as such, each Authorized Department defined on the contract will have a line in the results. Transactions whose Authorized Department is “ALL” will only show on one line. Drilling down on a “Department” amount field will filter the results on the next level by the Document Department of the referencing transaction.
When searching by Authorized Department, in order to see contracts where “ALL” departments are authorized, enter ALL in the Authorized Department search box.
The Modifications, Terminations, and Renewals link navigates the user to a list of all Master Agreement Revision (MMR), Termination (TM), or Renewal (RN) transactions, which reference the selected Master Agreement.