The Master Contracts Management provides an easy and fast access to master contracts. In Master Contract Management (short MCM) all contracts with fixed payment dates and payment levels are recorded. In addition, the term can be defined. For each contract, the notice details can also be entered. On the left side of the screen are all contracts listed. The contracts can be grouped according to the individual columns. By default, ”Site” as the grouping is registered. On the right side are the details of the selected contract are shown. ## TAB General ### Sites Individual sites can be selected. Per default "All sites" is defined. ### User Settings #### Grid Layout & Settings ||| ---|--- Clear All Filter|All filter will be removed Clear Grouping|All groupings will be removed Clear All|Groupings and Filters will be removed Collapse All|All lines will be collapsed Expand All|All lines will be expanded Load Grid Layout|The settings of logged in user can be loaded Save Grid Layout|The settings of logged in user can be saved. When user settings was saved, the system will automatically load this settings #### Enable Multi Selection(Sites) If function is not chosen, only one site can be selected in "Sites". #### Hide inactive contracts All closed contract will be hidden, if function is chosen. ### New All contracts are captured by each site. The name of the contract is freely selectable. It should be noted, that it is significant and unique. For each contract a TAN will be generated. MC-Abbreviation of the vessel-year in 4 letters-sequential number(starting with 1 in each year) After clicking `New`, you must select the appropriate vessel. ### New Fleet Contract The name of the contract is freely selectable. It should be noted, that it is significant and unique. For each contract a TAN will be generated. MC-FC-year in 4 letters-sequential number(starting with 1 in each year) The corresponding vessel is noted on each printout using the TAN. After clicking `New Fleet Contract`, the details form will be opened automatically. ### More Actions ||| ---|--- Refresh|see [Refresh](/General-Usage/Refresh.md) Share Grid|see [Share](/General-Usage/Share.md) Show inactive Sites only|Only all contracts from archived sites will be shown Show Contracts for closing|A list of all contracts with an end date till chosen date will be shown Check Master Contracts for closing| Assign TAN's to all contracts| A TAN will be assigned to all existing contracts that do not yet have one. ### Reports ### Reminder ### Configuration Who can configure the MCM is managed by the user management. All needed configurations are located in Administration. The can be modified directly there or by configuration in MCM. ||| ---|--- Function|Description {class="compact"} Currencies | Manage active currencies Cost Categories | Manage Cost Categories. Cost Departments | Manage Cost Departments. Cost Accounts | Manage Cost Accounts. Assign Accounts | Assign used accounts to selected ship. (see [Configuration](/Administration/Configuration/Accounting.md)) ## TAB Contracts On the left side "List of contracts" all contracts will be shown sorted by "Site". Sorting can be changed by drag & drop of the column header. In front a field is available for searching. On the right side the TAB "General Details" and the TAB "Budget Entries" will be shown. ## Managing Contracts !!! Please note: Contracts only for one vessel will be created with `New`and Contracts with more then one vessel will be created with `New Fleet Contract`. !!! ### New All contracts are captured by each site. The name of the contract is freely selectable. It should be noted, that it is significant and unique. For each contract a TAN will be generated. MC-Abbreviation of the vessel-year in 4 letters-sequential number(starting with 1 in each year) After clicking `New`, you must select the appropriate vessel. ### New Fleet Contract The name of the contract is freely selectable. It should be noted that it is significant and unique. For each contract a TAN will be generated. MC-FC-year in 4 letters-sequential number(starting with 1 in each year) The corresponding vessel is noted on each printout using the TAN. After clicking `New Fleet Contract`, the details form will be opened automatically. #### TAB Contract or Budget Entries The name of the TAB is depending on the active TAB on the right side of the screen., Contract for TAB "General Details" and Budget Entries for TAB "Budget Entries". ##### Details | | | {class="compact"} ---|--- Pseudo Contract|Used for contractual partners who deliver at indefinite intervals and sometimes at different prices. Site: | selection of site from the site management (will be shown only after clicking `New`) Cost Department: | Selection of the allocated cost department Cost Account: | Selection of the allocated cost account Title: | name of the contract Contract Start: | start date of the contract Contract End: | end date of the contract (leave blank if not known) start runtime in month| Extension runtime in month| Remarks: | additional information Contractor: | address of the contractor ##### Value Payment Details contains only values that are fixed in the contract. If no amount is specified in the contract, the value remains zero. Only currencies are available that have been chosen in “Currencies”. The payment period covers the contractual payment details. In “Date of first payment” has to be entered the date when the first payment is due. | | | {class="compact"} ---|--- Contract Currency|The currency of the contract has to be insertednot the home currency of the vessel fixed value|the value of the contract has to be inserted per Crewmember per Day|If the checkbox is selected, the "fixed value" is multiplied by the number of crew (to be entered in the vessel's details) and the number of days in the corresponding month. Estimated|Only an estimated value is entered into the bookings. Budget Entry is marked with "Estimated" as per actual costs|The costs must be entered when creating the budget entry. ##### Interval If "per Interval" was chosen, the number (only whole numbers) is entered in the field after "Every", and in the field after that, you can choose between day, week, month and year. If "on Demand" was chosen, the system can not generate budget entries automatically. Each budget entry has to be created manually. ##### Payment Details !!! The date of the first payment must be entered here. Otherwise, the system cannot generate the budget entries. !!! ##### Notice Details Each contract can be terminated. Many contracts have a minimum duration. This information is entered in this part of the collection. The exact period of notice will be entered. The minimum contract period is determined by the “first date notice allowed”. The reason for termination will be entered in "Notice of Termination".Additional information to the notice can be recorded in "Notification Remark". ##### Attachments see [Attachments](/General-Usage/Attachments.md) All fields contained with a date deposited by a calendar. The title is taken from the field “Master Contract Name”. The address of the contractor only can be chosen from the Contact Manager. If no end date of the contract is inserted, the contract is unlimited. ### Commands #### TAB General Details These commands will be visible only if the TAB "General Details" is active. | | | {class="compact"} ---|--- New|New contracts or Fleet contracts can be created. Edit| Each field in the contract is editable. Delete| Each contract can be deleted as long as long as no invoice is linked to the contract. Sign Off(perSite)| With this function, the notice of a contract will be recorded in MCM and the information throughout ZeeBORN system distributed for a contract for a single vessel.This can be a contract for one vessel or only one vessel from a fleet contract. Sign Off(complete fleet contract)| With this function, the notice of a contract will be recorded in MCM and the information throughout ZeeBORN system distributed for a complete fleet contract. Undo sign off|Sign off will be erased. Copy| Some contracts were similar concluded for different sites. To facilitate the input, the contract data can be copied.The contract will be copied to one or more sites. Apply through the check box “copy booking” all budget entries can be copied too. Add| With this function you can append all kinds of files to the contract. Showing and deleting attachments is only possible by using `Edit` and in area "Attachments". set as obsolete|The attachment will always be displayed and cannot be deleted. undo set as obsolete|obsolete will be erased from selected attachment. Comments|see [Comments](/General/Comments/index.md) Reminder|see [Reminder](/General/Reminder/index.md) Add Bookings Single Bookings : Only one booking can be made for the contract Multiple Bookings : Start date has to be configured and the count of bookings which have to be created Additional Bookings : Additional bookings to the contract can be made for additional cost. More Actions Refresh : see [Refresh](/General-Usage/Refresh.md) Share Grid : see [Share](/General-Usage/Share.md) Show History : see [Show History](/General-Usage/Show-History.md) Assign Responsible : A responsible User can be assigned to the contract. Get valid TAN : If TAN-relevant data of the contract changes, the new TAN can be generated using this function. #### TAB Budget Entires These commands will be visible only if the TAB "Budget Entries" is active. Add Bookings Single Bookings : Only one booking can be made for the contract Multiple Bookings : Start date has to be configured and the count of bookings which have to be created Additional Bookings : Additional bookings to the contract can be made for additional cost. | | | {class="compact"} ---|--- Edit|The selected budget entry can be edited. Delete|The selected budget entry can be edited. This is only possible as long as no invoice is assigned. send to Contractor|Select Budget Entry can be send to contractor via E-Mail, Printer or PDF. Assign Invoice Add complete Invoice : A complete Invoice can be added. Add partial Invoice : A partial Invoice can be added. Add Credit Note : A Credit Note can be added. Remove Invoice : Regardless of the type of invoice attached to the booking of the contract, it can be removed using this function. More Actions Refresh : see [Refresh](/General-Usage/Refresh.md) Share Budget Entries : see [Share](/General-Usage/Share.md) *[PO]: Purchase Order *[AZA]: local folder *[(PO]: Purchase Order *[RQ]: Requisition *[(RQ]: Requisition *[RfQ]: Request for Quotation *[(RfQ]: Request for Quotation *[SO]: Service Order *[(SO]: Service Order *[SQ]: Service Requisition *[(SQ]: Service Requisition *[SRfQ]: Service Request for Quotation *[OoB]: Open on Board *[(OoB]: Open on Board *[ART]: Average Running Time (operation hours per day) *[MC]: Master Contract *[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software) *[.replic]: file extension for replication files (aka data transfer files)