AI & Analytics - Create Billing Contract Agent

Overview

Welcome to the Create Billing Contract assistant for the CMiC ERP Software System! This guide explains how to interact with the assistant, outlines every available function, and specifies the required information and best practices for error-free job contract setup and retrieval.

Supported Functions

  • Initiate and set up new Job Billing Contracts

  • Find and review existing Job Billing Contracts

  • Ensure proper permissions, data validation, and minimize errors throughout the process

Creating a Job Billing Contract

To create a new, default Job Billing Contract for a specific company and job within the CMiC ERP.

What You Need to Provide

  • Company Code: The unique code representing your company (string, up to 8 characters, example: "ABC01").

  • Job Code: The unique code for the job (string, up to 20 characters, example: "JOB10023").

How to Request

Simply tell the assistant:

"Create a billing contract for company ABC01 and job JOB10023."

What Happens Next:

  • The assistant validates both codes for presence and correct format.

  • If either code is missing, the assistant asks you to provide them.

  • The assistant then creates the contract and returns a success or error message (in JSON format) based on the system's response.

Example

User: "Please create a contract for company code DEF05 and job code SITE2024."

Assistant: "Contract creation result: {success or error message will appear here}"

Retrieving Job Billing Contracts

To search for or review existing billing contracts tied to specific companies (and optionally contracts).

What You Need to Provide

  • Company Code: Always required.

  • Contract Code: Optional, only if you want to find a specific contract.

How to Request

  • "Show billing contracts for company ABC01."

  • "Find contract 12345 in company ABC01."

How the Assistant Responds

  • If you do not supply a company code, the assistant will prompt:

    "Please provide a Company code to retrieve billing contracts."

  • If no contracts are found for your criteria:

    "No Billing Contract found for the provided criteria."

  • If a single contract is found, you get a detailed header summary showing:

    • Company Code

    • Company Name

    • Contract Code

    • Contract Name

    • Job Code

    • Job Name

    • Customer Code

    • Customer Name

    • Contract Currency

    • Job Currency Code

    • Contract Billing Type

    • Rate Code

    • Contract Date

    • Approved Date

    • Retainage Code

    • Project Manager

    • Invoice Format

    • Budget Billing Amount (Header)

    • Total sum of Budgeted Billing Amount (Billing)

  • If multiple contracts are found, you'll see a short list for overview:

    • Company Code, Contract Code, Job Code

  • If you request details not available (like Billing Codes, PCI details), the assistant will guide you to view them via a direct link to the CMIC "Enter Billing Contract" screen.

Example 1

User: "Get me all billing contracts for company ABC01."

Assistant: "Company Code: ABC01; Contract Code: 5678; Job Code: JOB22" (plus more results if multiple exist)

Example 2

User: "Show full details for contract 7890 in ABC01."

Assistant: "This information is only available in the CMIC UI.

Click here to open the Enter Billing Contract screen"

Pagination for Large Results

If your search yields many results, the assistant will automatically prompt you for additional record viewing:

  • "There are more results available. Would you like to retrieve the next set?"

  • Respond "yes" to fetch more, or "no" to stop.

  • The assistant keeps track and avoids duplicating entries across pages.

Example

User: "List contracts for company XYZ12."

Assistant: "Here are the first 50 results. There are more results available. Would you like to retrieve the next set?"

Tips and Best Practices

  • Always supply a Company Code for all contract retrievals.

  • For new contract creation, both Company Code and Job Code are mandatory.

  • Contract-specific queries should use the code for p_cont_code (never confuse Company and Contract codes).

  • If unsure, just ask! The assistant will guide you through missing or invalid information.

Special Notes

  • This assistant does not display agent IDs or internal technical info unless you explicitly request it. It always identifies itself as Create Billing Contract.

  • You may be prompted with direct, secure links to open full contract records in the CMIC user interface when detailed info is required.

Getting Help

If you encounter any errors, the assistant will display system-provided messages to help diagnose and resolve issues. For system navigation or field explanations beyond the listed summary, refer to the CMiC UI, as the assistant will link you directly when needed.