Contract Lookup before save not working

Hi Chris,

Just to check, if you do manually select the contract from the lookup itself, do any contracts appear?  I do find it strange based on your setting this pop up does not appear.  You could also try disable it, save, enable it again and save to make sure the setting is saved.

Keep in mind the contract selection is based on what the contract covers (item, product, site or T&M).  If there is only a single eligible contract, this normally auto-populates when the applicable contractual object is populated.

I don’t believe there is a bug in this area as I have not seen cases of this raised by other customers and this is a standard operation used very frequently.

Hi Phil,

I tried as you suggested to unset, save then set again and save but no change.  I set up a machine with 2 contracts, so there is a choice of 2 contracts or 2 different TnM’s to choose from but once again, no pop up and no contract was set.

If I then go into Billing and click on the Contract field, I can see the 4 choices…

Could this be something related to our Customizations perhaps?

Chris,

You may try to check the same field in Prompts (Field Quotation) to see if it is set properly.  Because field quotes can be made for any order type, the Workflow (Service) do not apply.

Thanks Jacques,

That one was also already switched on.  I tried turning it off, saving and then back on and saving but still no pop up.

Best Regards

Chris

Thanks, Jacques.

I have tested this functionality on Service Orders (since you did Field Quotations) just now on QAC which is basically SU3 + the upcoming fixes for SU4.  This seems to work for me:

I had two contacts specifically for this customer, one was full coverage and the other was site.  When I first defined the customer, it auto-populated the site contract which I then removed before clicking Save & Continue.

At that point, it came up with the Customer Contract Lookup dialog window which included the two contracts I defined plus several T&M contracts.

It seems to be working at least in latest version for Service Orders but let’s see what happens with the ticket you raised with R&D for Field Quotations.

@Chris, I think you should go to the billing page in the service order and use the contract lookup, does it then find the contracts?  My thoughts are whether you have eligible contracts.  The lookup will use the same DAL query to find the contracts in both cases so just checking if the DAL is working or not.

Phil,

there was another fix for new service order/customer support, which were not working correctly until recently, and this has already been sent to the customer.  I didn’t realize that there was a similar field in Field Quotations and it was not part of the issue I had raised in standard in December.  It is rare for customers to use field quotes and get their prices from a T&M contract.

Hi Guys,

Sorry, I just tested Service Orders again and it is working fine.  I bundled the two together because I remember it not working before (probably fixed by Jacques other ticket), so if Jacques has opened a ticket for the FQ issue, then we are all set.

Thanks both for the excellent support.  I wish I could mark two as best answer but had to go for the one for the FQ (sorry Phil).

Cheers

Chris