Navigation:  Application Modules > Contracts > Contracts > Cross References

Within EnergySteward.com you can specify different alias (cross references) for contracts.  Information on the types of cross references can be found in the contract configuration cross reference type area.  This cross reference capability allows you to setup different names/identifiers (for other internal OR external systems) that might need reference information on the contracts.  Below is a sample screen shot on where these cross references are added or updated for a contract.

 

 

Add Cross Reference (button) - Click this button to add a new cross reference to the contract.

 

View/Edit Grid Button (pencil) - Click this next to the applicable cross reference in order to change any of the information relevant to the cross reference.

 

Delete Grid Button (red x) - Click this next to the applicable cross reference that you want to permanently delete.  When you delete a cross reference, then only the specific contract cross reference is removed. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

The following shows the cross reference detail which you are presented with when adding or updating a cross reference.

 

Cross Reference Type (drop down list box) - This is a required field.  The type select indicates the 'kind' of cross reference which is being setup (an accounting identifier, pre-acquisition contract number, etc.).  See the configuration contract cross reference type setup area for creating/updating contract cross reference types.  This item also includes a quick add icon for setting these types up directly from this screen (if you have appropriate security).

 

Name -  This is a required field. The name you enter here is the cross reference name.  For example; if you have a cross reference type of 'Pre-acquisition Contract Number', then in this field you would enter the previous contract number, pre-acquisition.

 

Effective From (date popup) -  This is a required field.  It will default to '01/01/1800'.  This should be left at the default value unless date effectiveness for this cross reference is important.

 

Effective Thru (date popup) -  This is a required field.  It will default to '12/31/3000'.  This should be left at the default value unless date effectiveness for this cross reference is important.

 

Notes -  This is an optional field.  You can specify any information which you feel you need to further document the cross reference assignment.