Purpose: This process lets you select a contract(s) and "print" it. By "print" what we really mean is you'll "Archive" the nice looking Contract Summary to TCM (where documents are digitally stored) AND download a pdf copy to your computer where you can open it, email it or print it to whatever printer you like.
STEPS
Note: This initial process is much more complex than it should be but once you understand what is happening on the search/filter screen and understand the three steps of Define-Select-ReadyForms it will become much simpler. Follow the details below to understand what each section means.
1. In the Tyler Menu Navigate to the Print Invoices Program:
Financials > Purchasing > Contract Management > Print Contracts
Define Which Contract(s) to Print
2. Click on Define in the TylerERP ribbon
a. Choose when you want to run the report
b. This next section is a FILTER to help you choose the contract(s) you wish to print.
c. Click Accept in the TylerERP Ribbon
3. Click Select in the TylerERP Ribbon and scroll down to the "Selected" field at the very bottom to see how many invoices your search found.
Note: If your search returned no results, go back up to the TylerERP ribbon and click Define and repeat the selection steps above.
Archive Contract(s) to TCM
4.Once the system has found and selected 1 or more Contracts Click ReadyForms in the ribbon
a. Set Selections as follows:
b. Click OK and return to Tyler Menu.
You should now have the Contract Summary in your downloads folder and in the TCM file attached to the Contract
6. You can now print the document from your downloads folder. If you need to access it later, Click here for instructions to Print or Download the document from TCM