---
title: "Assay Contracts v3.1.0.2"
canonical: "https://servicedesk.maxgeo.com/space/DS/1645446840/Assay%20Contracts%20v3.1.0.2"
format: markdown
---
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Accessing the Contracts Extension

Log in to DataShed5 and navigate to the **Extensions** section from the navigation menu and select **Contracts**. If your database does not have an activated license, you will be prompted to request one. If a license has already been activated, you will be directed to the contracts list page.

![image](media://f1fcc691-e800-404c-b554-8586e959a1f8)

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Filtering Contracts by Contractor

In the Contracts Extension, use the **Contractors** drop-down menu to select a specific contractor. After selecting a contractor, click the search button   to filter the contracts list by the chosen contractor. To reset the search parameters and view all active contracts, click the **Reset** button.

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Searching Contracts by ID and Date

To search for a specific contract, enter the contract ID in the search box and click the search button  . This will filter the list to show only the contracts associated with the entered ID. You can also filter contracts by date range by selecting a start and end date in the search bar and clicking search. This action will display contracts that fall within the specified date range. 

To refresh the contracts list, click the **Refresh** button.  

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Managing Contract Status

To view inactive contracts, click on the **Inactive Contracts** tab. 

![image](media://ff6cc640-5750-4f81-9d26-158bfc129842)

 

This will display all inactive contracts available in the database. You can return to viewing active contracts by clicking back to the **Active** tab. To edit a contract, click the edit icon next to the desired contract. After making changes, you can return to the contracts list by clicking **Back to List**.

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Deleting a Contract** **(SysAdmin role only)

If you need to delete a contract, click the delete icon next to the contract in the **Action** column. The system will prompt you to confirm the deletion. If the contract has Sample Dispatches attached, an error message will appear preventing deletion. If the contract has not been used, a success message will confirm the deletion.

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Adding a New Contract

To add a new contract, click the **+ Add New Contract** button. This will open the New Contract screen where you can enter the required details. If any mandatory fields are left empty, the system will prevent you from saving the contract by displaying validation errors. See the mandatory fields below. 

![image](media://6c6f1096-13c2-4bc6-a3b5-097b4062fb88)


When saving the contract, use a unique name identifier as the Contract ID. Fill in the remaining contract header fields as required. 

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Pick Lists Data Sources

| **Control** | **Data Source** | **Filter** |
| --- | --- | --- |
| Contractor | LIB Company | (tblLIBCompany.[Company_Type] = 'ASSAY' OR tblLIBCompany.[Company_Type] = 'LAB' ) AND (tblLIBCompany.[Is_Active]= 1 ) |
| Client | LIB Company | IsActive = True |
| Currency | LIB Currency Code | IsActive = True |
| Email Invoice To | LIB Person | (tblLIBPerson.[Person_Type] = 'FIELDY' OR tblLIBPerson.[Person_Type] = 'GEOLOGIST' ) AND (tblLIBPerson.[Is_Active]= 1 ) AND ((tblLIBPerson.[Email] is not NULL) ) |
| Email Result To | LIB Person | (tblLIBPerson.[Person_Type] = 'FIELDY' OR tblLIBPerson.[Person_Type] = 'GEOLOGIST' ) AND (tblLIBPerson.[Is_Active]= 1 ) AND ((tblLIBPerson.[Email] is not NULL) ) |
| Cost Code | LIB Cost Codes | IsActive = True |


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Adding Item Details

1. To add items to the contract, click the **Add Item** list box and select the Item Type (ie Assay Analysis Suite).
2. The system will display the **Edit Contract Items** window, where you can input the necessary details. If required fields are left empty, validation errors will appear.
3. The **Elements** can be populated by scrolling through the selection control below the Elements List. Selecting an element will populate it into the **Elements** list box. Continue selecting Elements until the desired list has been compiled.
4. Elements List – Entering text such as Au, will filter the Select Control list.
5. Selection Control – scroll through to select Elements
6. Elements – selected Elements
7. After entering all mandatory information, save the contract items and repeat the process for the **Preparation Suite** and **Sample Storage Suite** options as required. Once all items have been added, click the **Save Contract** button. A success message will confirm that the contract has been saved, and you will be redirected to the list of active contracts, where the new contract should be visible.
8. Click Back To List to return to the Contracts list view.