Finding a Contract

There are many ways you can look for a contract using the browse window but you may want a quick method of finding a contract. If you know the contract's ID code you can find the contract quickly. Or you may want to find all the contracts that have a certain attribute, or value for an attribute. You can use the Find Contract option to find your contracts quickly.

To find a contract:

  1. Open the Contract Module

  2. Choose Find from the Contract menu

    OR

    Click the Find Contract toolbar button

    Pinnacle will display a dialog box that will let you decide how you want to find the contract.

  3. If you want to find the contract based on it's ID code, click the Contract ID radio button, and type the ID code into the adjoining field.

    OR

    If you want to find the contract based on an attachment, click the Attachment radio button, and type the name of the attachment into the adjoining field

    OR

    If you want to find the contract based on an attribute, click the Attribute radio button, and choose the attribute from the drop-down list of attributes.

    OR

    If you want to find the contract based on an attribute value, click the Attribute radio button, choose the attribute from the drop-down list of attributes, and type the attribute value that you want to find in the Attribute Value field. If the attribute is a pre-defined attribute, you can select an attribute value from the list of pre-defined attributes values for the attribute.

  4. Click the OK button.

    Pinnacle will search for and display the first contract that matches the Find criteria that you have chosen. If no contract can be found that matches your selections, Pinnacle will display an error message.