Contract selection form
The Contract selection form opens from contract fields in BookSoft documents and other forms. It has no separate menu entry. One example is choosing a main contract for a new additional agreement.
Contracts displayed
The form respects the context from which it was opened. A document can supply the organization, business partner, and allowed legal-action direction, so only compatible contracts remain in the list. This helps prevent selection of a contract belonging to another organization or partner, or one intended for a different operation.
When choosing a parent for an additional agreement, the form shows main contracts and excludes the current record. In other scenarios, the option for showing additional agreements may be available or fixed by the form that opened the selector.
Search and selection
In Search, enter part of the contract name or number. The filter button opens available additional conditions, and the refresh button reloads the result.
The table shows the date, number, contract type, name, amount, currency, end date, and Main status. These columns let you verify essential details without opening the card. Use pagination at the bottom when needed.
To return a contract to the document or field, select the required row and either:
- double-click the row; or
- select Choose.
Close returns to the previous form without a selection. If the required record is missing and your role allows editing, you can create, edit, or copy a contract from the selection form. Refresh the list afterward and make the selection.
Related forms
- — full list, filters, and standard actions.
- — complete contract and additional-agreement details.