Customer Contracts Summary [RPCTPT] page

Article • 4/27/2026 • 3 min read

Use the Customer Contracts Summary report to generate a summary of customer specific contracts. It can be run by customer or contract. If customer copy of the report is ran the report will have a place for an employee’s signature. This can be used as notification to the customer of the contract set up and the agreed upon conversion factor and part prices.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate Customer Contracts Summary Report

  1. Open the Customer Contracts (RPCTPT) page.

    a. Select Financial Management > Financial Reports > Accounts Receivable > Customer Contracts.

    Or

    b. Search for RPCTPT in the Navigation box and then select Customer Contracts.

    The Customer Contracts (RPCTPT) page appears.

  2. From the Selection box, select the information you want to view.

  3. In the Sort Order field, select how to sort the report.

    The Sort On field is populated based on the order selected in the Sort Order field.

  4. In the Layout area, select the layout in which you want to view the report.

  5. In the Date Range area, type/select the date range for the report to be generated. You can select the date in the From and To fields only if the Custom option is selected in the Fill Dates area.

    The Date On field is populated based on the type of report selected in the Selection field.

    To include the entire time frame, leave the date fields blank.

    In the Fill Dates list, you can select from the predefined date ranges. They are:

    • Custom: Selecting this option enables the From and To fields in the Date Range area.

    • Calendar Year: Selecting this option displays the Calendar Year list. You can select any of the predefined calendar year formats from the list.

    • GL Periods: Selecting this option displays the GL Periods list. You can select any of the predefined GL period formats from the list.

  6. In the Sort Range area, you can sort the information.

    The available sort ranges are:

    Single- : Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

    a. Type the item reference in the From field.

    b. Click the lookup reference and select the sort item from the Lookup for From. Highlight the required sort item and click Select.

    Range- : Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

    a. Type the first and last values of the range in the From and To fields.

    b. Click the lookup reference (if available) and select the sort item from the Lookup. Highlight the required sort item and click Select.

    All- : Select this to include all available items.

  7. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

    Only on selectingParts from the Selection box, the Other Variables field is populated.

  8. Click Run Report on the Toolbar to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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