Contract product codes

Product codes are a set of industry recognized reference codes that identify goods or services. Adding product codes to a contract identifies the goods or services being purchased, and is useful for reporting purposes.

View a contract's product codes

1. Navigate to the home page of the contract.

2. Click and select Details from the menu.

   Note Alternatively you can access the Details page from the Project/Dept summary page. Click the icon for the required contract, and select Details from the menu.

   The Details page is displayed.

   The product codes associated with the contract are listed in the Product Codes section (below the contract's core and additional details).

Add product codes to a contract

3. Navigate to the home page of the contract.

4. Click and select Details from the menu.

   Note Alternatively you can access the Details page from the Project/Dept summary page. Click the icon for the required contract, and select Details from the menu.

   The Details page is displayed.

5. Click Add Product Code.

   The Add Product Code(s) page is displayed.

6. Enter values as required for the relevant search criteria.

Option	Description
Code type	Select Internal Codes, CPV Codes or All Codes.
Search On	Select whether to search on Description or Code.
Criteria	This option refers to the text you enter in the Search For field. Select whether you want the search to return results which Begins With, Contains or Ends With the text you enter in the Search For field.
Search For	Enter the text you want to search on. Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

7. Click Search.

   All product codes that match your search criteria are displayed.

   Alternatively, click All Internal to list all internal product codes in the database.

8. Select the product codes you want to add

9. Click Add.

   The Add Product Code window closes and the selected product code details are displayed in the Add Product Codes section.

Remove contract product codes

10. Navigate to the home page of the contract.

11. Click and select Details from the menu.

    Note Alternatively you can access the Details page from the Project/Dept summary page. Click the icon for the required contract, and select Details from the menu.

    The Details page is displayed.

12. Click the icon for the product code you want to remove.

    A warning message is displayed.

13. Click OK.

    A confirmation message is displayed.