The FINANCE™ Editor allows you to easily create or select Vendor Contracts while working inside a Smart Item form. This simplifies contract management by bringing everything into one place—so you can manage contracts without switching between screens.

Step 1: Add the FINANCE™ Editor Field to Your Form

  1. In AppStudio™, open your App and navigate to the App Designer.

  2. From the list of available field types, drag the FINANCE™ Editor into your form layout.

  3. Click the field to open its settings panel.

Step 2: Configure the FINANCE™ Editor for Vendor Contracts

  1. In the Details tab, fill out the following:

    • Tile Name: FINANCE™ Editor

    • Type: Editor

    • Display Name: Example – “Finance: Vendor Contracts”

  2. Under Which Finance Editor to be rendered?, select Vendor Contracts.

  3. Under How would you like this Finance Editor to be added?, choose one or both:

    • Create New – Allows users to create a new Vendor Contract.

    • Select from Existing – Allows users to link to an existing Vendor Contract.

  4. If you enable Select from Existing, check Do you want to Filter by Status? and choose which contract statuses you want to show (e.g., “Draft”, “Active”).


Step 3: Create or Select a Vendor Contract in the Form

Depending on your settings, users will see different options inside the Smart Item form.

If “Create New” is enabled:

  1. Click the CREATE VENDOR CONTRACT button or the + icon.

  2. A new Vendor Contract will be automatically created with a name like “Vendor Contract - 001.”

  3. Fill out the contract details, including vendor name, contract amount, and any change orders.

  4. Click Save Contract once finished.

  5. After saving, the contract details will appear in the form:

    • Contract Name

    • Last Modified Date

    • Original Contract Amount

    • Change Order Amount (if any)

    • Remaining Amount

    • Vendor Name

    • Current Status




If “Select from Existing” is enabled:

  1. Click the Select Vendor Contract dropdown or the SELECT VENDOR CONTRACT button.

  2. Choose from the list of available Vendor Contracts based on the status filters you configured.

    [Screenshot Placeholder – Vendor Contract selection screen]

  3. After selection, the form displays the contract details:

    • Contract Name

    • Last Modified Date

    • Original Contract Amount

    • Change Order Amount

    • Remaining Amount

    • Vendor Name

    • Current Status

  4. Click OPEN VENDOR CONTRACT if you wish to view or update the selected contract.

If Both Options Are Enabled:

You will see both the + icon and the Select Vendor Contract dropdown. You can either create a new contract or select one from the list. Only one contract can be linked at a time.

Step 4: Save the Smart Item

Click Save on the Smart Item form to confirm the contract mapping.

If you created a new contract, its name will automatically update to include the Smart Item name (e.g., “Vendor Contract – AR-0276 – 001”).

To remove a linked contract, click the Delete icon. This only removes the link—it will not delete the contract itself.

Notes

  • You can only link one Vendor Contract per Smart Item.

  • Contract links remain even if the contract’s status changes later.

  • If you don’t save the Smart Item, any new contract you create will not be retained.