Clauses are portions of standard text that you can insert as text lines on an order or requisition. You can format them as "normal", indented text or numbered lists, and you can allow them to be updated on the order or agreement.
In addition, clauses may be associated with specific "entities" (companies, projects, commodities and trades), and added automatically to orders that refer to those entities.
To enter a clause, in the Order Lines or Requisition Lines frame:
Using the Add Type drop-down at the bottom of the frame, choose Clause.
Coins ERP+ displays a drop-down that shows the clause codes.
Select the clause you want to add.
Click Add (
) to add the clause.If the clause uses plugs, these are presented as input boxes within the Description field; enter the required text, date or number.
Click Save (
) to save the clause.
Some clauses are set up as being updatable, in which case you can change the text after you have saved the line, by clicking Open (
) to edit the line.
If the clause is not updatable, but includes plugs, you can change the content of the plugs by clicking Open () to edit the line.
In Single Form Order Entry, you can add clauses but cannot update plugs; you need to open the order in standard order entry to update plugs.