This screen displays the details of a contract which is linked to an account. As the screen can be customized, the order and availability of the sections as described in the following may differ for each user.
Go to Customers/Reports/Contracts/Search, define the criteria and then click Show. Then, click the required contract hyperlink under the Contract column to view the contract card.
All users can view contract cards. However, to modify the contract cards, function right 28 – Maintain Contracts is required. To delete the contracts, function right 327 – Allows to delete contracts is required. Users with the F&A staff role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to modify the contract information and perform other actions such as creating another contract, deleting the contract, and validating the contract. For more information, see Creating and Modifying Contracts.
Click this to exit.
This section displays the details of a contract such as the account name, contract number, description, items, and other details. For more information, see Creating and Modifying Contracts.
This section displays the status details of a contract in terms of the start date, prolongation date, final date, validity, and other details. For more information, see Creating and Modifying Contracts.
This section displays the defined contract free fields which store the additional information that you have entered for a contract. For more information, see Defining Free Fields for Accounts, Contacts, Addresses, and Contracts.
Note: This section is only available when you have defined one free field or more for contracts.
This section displays the detailed content of a contract such as the items within the contract and the amount of the contract. You can customize the layout for the content of the contract by defining the relevant criteria. For more information, see Creating and Modifying Contracts.
This section displays the invoice history of a contract such as the invoice dates, reference numbers, invoice amounts and others.
Note: The invoice history will be displayed only if the selected contract has been billed.