The Transactions tab provides a real-time view of the financial activity, associated with a specific contract. It allows contract members to monitor spend, track order history, and view related invoices in one centralized location.
Understanding the Transactions Tab
The Transactions tab serves as a consolidated ledger for your contract.
Permissions: To see the "Transactions" tab and perform manual linking, you must be to the Contract Owner, a Member of the contract, or a Contracts Administrator.
- Visibility: If a contract has no linked transactions, the Transactions tab will be hidden from view. It only appears once at least one requisition, order, or invoice has been linked to the contract.
- Automatic Invoice Linking: Once a PO is linked to a contract, any invoices generated against that PO will automatically appear in the Transactions tab.
How the Transaction Tab is Used
Track Contract Utilization
- See total spend vs. contract value
- Identify if you are approaching contract limits
Audit & Compliance
- Verify that purchases are made against approved contracts
- Ensure proper procurement processes are followed
Quick Navigation
- Click any transaction to open full details
- Drill down from contract → PO → invoice for full visibility
Access and Search Transactions
- Go to the Contracts module and select Contracts.
- Locate and click on the Contract Name to open the record.
- Select the Transactions tab.
Locating Specific Data
- Orders: Within the Transactions tab, select the Orders sub-tab. To see all history, clear the Created Date field or use the Filters button to narrow your search.
- Invoices: Select the Invoices sub-tab. You can search by specific invoice numbers or use filters to find transactions by date or amount.