Modules ? Customers ? Reports ? Contracts ? Search
This page allows you to create, edit, and delete contracts. Furthermore, you can export the contract card to Microsoft Word by clicking at the top right of the contract card so that the contract card can be printed and saved for future reference.
To create or edit contracts, function right 28 – Maintain Contracts is required. To delete contracts, function right 327 – Allows to delete contracts is required. Users with the F&A staff role have these function rights.
Note:
The information in this document is based on product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: Fields with the “!” icon are mandatory.
Click this to close the page.
Click this to save the details of a contract.
Click this to save the details of a contract, and then create another contract.
Note: This is available only if you are creating a contract.
Click this to create a contract.
Note: This is available only if you are editing a contract.
Click this to delete a contract.
Click this to add items related to the existing items in a contract.
Click this to add more than one item to a contract.
Click this to add an item into a contract.
Click this to validate a contract.
By default, the account selected in the search criteria will be displayed. You can click the account to view the account card. For more information on accounts card, see Viewing account cards.
Type the number for the contract. This is mandatory.
Note: This number cannot be edited once the contract has been saved.
Type a description for the contract. By default, the name of the account will be displayed.;
By default, the assortment selected prior to creating the contract will be displayed. You can click the assortment to view the details of the assortment. For more information on assortments, see Overview of assortments.
Type or select an item to be included in the contract. This is mandatory. For more information on how to create or modify items, see Creating and modifying items.
Type or select a currency for the contract. By default, the currency defined when the account was created will be displayed. This is mandatory. You can click the currency to view the details of the currency. For more information on currencies, see Displaying currencies
Type or select a project for the contract. For more information on projects, see Searching for projects.
The division of the account will be displayed.
Type or select a date as to when the contract begins. This is mandatory.
Type or select a prolongation date for the contract. This is the date the contract will be extended. For example, if the start date is March 1, 2004 and the prolongation date is January 1, 2005, the customer will be invoiced for 10 months.
The minimum prolongation date of the item in the contract will be displayed.
Type or select the final date of the contract. This is used when the account does not want to prolong the contract.
This displays the validity of the contract whereby a green check mark will be displayed if the contract is validated. You will see a red cross if the contract is not validated.
Select the type of the contract. The options that are available are Classic and Enhanced. By default, Classic is selected.
Note: This field will be displayed in the contract cards only after you have set the Integer value of the CMSAllowEnhancedMode setting to “1” at System ? Setup ? Settings – General ? All.
This displays the document attached to the contract, if any.
This section is displayed only when Enhanced has been selected at the Contract type field, or when you have defined one contract free field or more. The contract free fields allow you to store additional information of a contract. For more information on defining contract free fields, see Defining free fields for accounts, contacts, addresses, and contracts
Type the customer invoice reference.
Type the own invoice reference.
Select this check box if you want the system to apply the Indexed current value prolongation method for the prolongation process.
Select the type of indexation. The options that are available are Standard and Contract. By default, Standard is selected.
Note: This field will only be displayed for the enhanced type of contracts.
Type or select the start date of the indexation process.
Note: This field will be displayed only for the enhanced type of contracts.
The month in which the indexation process will be executed will be displayed.
Note: This section will be displayed only for the enhanced type of contracts.
Type or select the invoice division that is related to the contract.
Type or select the invoice debtor of the contract.
Type or select the invoice currency of the contract.
Type or select the selection code of the contract.
Type or select the payment condition of the contract.
The reseller margin percentage will be displayed.
This section is displayed only if the contract has been saved.
Select from the options available to define the method of viewing the details of the contracts.
Select the type of items to be displayed when viewing the details of the contracts. Select any of the following:
Note: This is available only if you have selected By: Item relations at View: All.
Select this to display only original contract items.