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Consumption Lines

Type	Caption	Description
Field	Document Type	Specifies the document type of the contract line that the line is connected to.
Field	Document No.	Specifies the document number of the contract line that the line is connected to.
Field	Document Line No.	Specifies the line number of the contract line that the line is connected to.
Field	Line No.	Specifies the line number of the line.
Field	Description	Specifies the description of the line.
Field	Quantity	Specifies the quantity of the line. Quantity is used to calculate the Chargeable Amount on the line. Depending on the configuration of the connected contract line, quantity might be included when consumption is calculated for the contract line.
Field	Unit Price	Specifies the unit price of the line and is used to calculate the Chargeable Amount on the line.
Field	Discount %	Specifies the agreed total discount (%) of the line and is used to calculate the Chargeable Amount on the line.
Field	Chargeable Share %	Specifies the share of the amount that is chargeable, will calculate automatically as (100 - "Discount %").
Field	Chargeable Amount	Specifies the amount of the line, is calculated by the fields "Quantity" * "Unit Price" and, if used, "Discount %". Depending on the configuration of the connected contract line, chargeable amount might be included when consumption is calculated for the contract line.
Field	Comment	Specifies the comment for the line.
Field	Date	Specifies the date for the line.
Field	Date and Time	Specifies the date and time of the line.
Field	Blocked	Specifies if the line should be included when consumption lines are handled according to the configuration of the contract line.
Field	Handled	Specifies if the line is included in a non posted invoice or a planning line.
Field	Transaction Id	Specifies the transaction id of the line.
Field	Contract Entry No.	Specifies the contract entry number of the line. The line is marked with a contract entry number when documents/planning lines are created and the line is part of the calculated values of the contract lines.

Consumption Lines

Type	Caption	Description
Field	Description	Specifies the description of the line.
Field	Quantity	Specifies the quantity of the line. Quantity is used to calculate the Chargeable Amount on the line. Depending on the configuration of the connected contract line, quantity might be included when consumption is calculated for the contract line.
Field	Unit Price	Specifies the unit price of the line and is used to calculate the Chargeable Amount on the line.
Field	Discount %	Specifies the agreed total discount (%) of the line and is used to calculate the Chargeable Amount on the line.
Field	Chargeable Share %	Specifies the share of the amount that is chargeable, will calculate automatically as (100 - "Discount %").
Field	Chargeable Amount	Specifies the amount of the line, is calculated by the fields "Quantity" * "Unit Price" and, if used, "Discount %". Depending on the configuration of the connected contract line, chargeable amount might be included when consumption is calculated for the contract line.
Field	Comment	Specifies the comment for the line.
Field	Date	Specifies the date for the line.
Field	Date and Time	Specifies the date and time of the line.
Field	Blocked	Specifies if the line should be included when consumption lines are handled according to the configuration of the contract line.
Field	Handled	Specifies if the line is included in a non posted invoice or a planning line.
Field	Transaction Id	Specifies the transaction id of the line.
Field	Contract Entry No.	Specifies the contract entry number of the line. The line is marked with a contract entry number when documents/planning lines are created and the line is part of the calculated values of the contract lines.

Contract

Type	Caption	Description
Field	No.	Specifies the number that identifies the contract.
Field	Sell-to Customer No.	Specifies the number of the customer that will receive the sold item/service.
Field	Sell-to Customer Name	Specifies the name of the customer that will receive the sold item/service, this field will automatically be filled by Sell-to Customer No. If the contract is set to update addresses from customers the field can't be changed, otherwise it can be changed manually.
Field	Bill-to Customer No.	Specifies the number of the customer that will receive the invoice. This field will automatically be filled by Sell-to Customer No. but can be changed manually.
Field	Bill-to Name	Specifies the name of the customer that will receive the invoice, this field will automatically be filled by Bill-to Customer No. If the contract is set to update addresses from customers the field can't be changed, otherwise it can be changed manually.
Field	Ship-to Code	Specifies the ship-to code. If a customer has several locations, you can set up Ship-to Codes to specify where the sold items should be shipped.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Date Setup Code	Specifies the code for the contract date setup. Use date setup code to, for example, manage invoicing in advance and in arrears by controlling how dates are calculated.
Field	Next Action Date	Specifies the next date for creating documents or planning lines for the contract. Enter a date formula in the Next Action Date Calculation field for the corresponding Date Setup Code on the Contract Date Setup page to determine how this date is calculated, relative to the Next Period Start.
Field	Project No.	Specifies the number of the project for which project planning lines will be created, if Project Planning Lines is selected in the Create field.
Field	Project Task No.	Specifies the number of the project task for which project planning lines will be created, if Project Planning Lines is selected in the Create field.
Field	Shipping Advice	Specifies if the customer accepts partial shipment of orders. Only Shipping Advice = Complete is allowed for orders created from contracts.
Field	External Document No.	Specifies the customer's document number, and will be specified on the invoice as External Document No.
Field	Your Reference	Specifies the customer's reference and will be specified on the invoice as Your reference.
Field	Contract Date	Specifies the date when the contract was created.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Ending Date	Specifies the end date for which the contract is valid.
Field	Latest Posting Date	Specifies the date on which the contract was last invoiced and is updated from Next Posting Date, and not the posting date of the invoice.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	No. of Documents to create	Specifies the number of billing periods for which invoices will be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods.
Field	Customer Price Group	Specifies a Customer Price Group, a Customer Price Group may trigger a different price than the ordinary price list.
Field	Customer Disc. Group	Specifies a Customer Disc. Group, a Customer Price Group may trigger a discount from the ordinary price list.
Field	Currency Code	Specifies the code of the currency to use when creating documents and project planning lines.
Field	Language Code	Specifies the code of the language to use when creating order or invoice from the Contract.
Field	Salesperson Code	Specifies the person responsible for the contract.
Field	Responsibility Center	Specifies the code of the responsibility center, such as a distribution hub, that is associated with the involved user, company, customer, or vendor.
Field	Status	Specifies the status of the contract. It is possible to edit contracts with status open and to invoice contracts with status closed.
Field	Blocked	Specifies if the contract is blocked for invoicing.
Field	Shortcut Dimension 1 Code	Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Shortcut Dimension 2 Code	Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Contract Category Code	Specifies a Category Code for the contract.
Field	Contract Group Code	Specifies a Group Code for the contract.
Field	Advanced Mode	Specifies if the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" should be edited on the contract lines instead of the contract header.
Field	Collective Invoicing	Specifies whether invoices created from this contract should be aggregated on the same invoice with other contracts that have the same next posting date, customer numbers, currency code, and dimension set ID. Collective Invoicing can only be used if the Advanced Mode is disabled.
Field	Location Code	Specifies the location from where inventory items to the customer on the contract are to be shipped by default.
Field	Include Consumption Lines	Specifies whether all consumption lines are to be included when document/planning lines are created or whether only lines with dates until the day before the next posting date are to be included.
Field	Show Detail Lines	Specifies if the subpage for detail lines always should be visible on the contract page. Regardless of whether there are any lines with subline type "Details" or not.
Field	Invoice Text Code	Specifies the code of the invoice text setting to use for this contract. This controls what the invoice texts should contain and it is possible to set dynamic and fixed placeholders.
Field	Error when creating document	Specifies if the contract has an error that prevents documents or project planning lines from being created, for example if an item has been blocked since the contract was created. It is set if an error prevented the Create Document/Planning Lines - Batch action, to run successfully.
Field	Error message when creating document	Specifies the error message that prevents documents or project planning lines from being created. It is only specified if an error prevented the Create Document/Planning Lines - Batch action, to run successfully.
Field	Error Created	Specifies the date on which the error message was created.
Field	Update Addresses from Customer	Specifies if the addresses on the contract will be updated automatically when addresses are changed on the connected sell-to or bill-to customer.
Field	Name	Specifies the name of the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	Name 2	Specifies the name 2 of the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	Address	Specifies the address connected to the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	Address 2	Specifies the extended address connected to the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	Post Code	Specifies the post code connected to the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	City	Specifies the address connected to the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	County	Specifies the state, province or county of the address.
Field	Country/Region Code	Specifies the country/region connected to the customer that will receive the sold item/service, this field will automatically be filled when Sell-to Customer No. is validated to the contract.
Field	Name	Specifies the name of the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	Name 2	Specifies the name 2 of the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	Address	Specifies the address connected to the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	Address 2	Specifies the extended address connected to the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	Post Code	Specifies the post code connected to the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	City	Specifies the city connected to the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	County	Specifies the state, province or county of the address.
Field	Country/Region Code	Specifies the country/region connected to the customer that will receive the invoice of the sold item/service, this field will automatically be filled when Bill-to Customer No. is validated to the contract.
Field	Name	Specifies the name of the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to Code is validated to the contract.
Field	Name 2	Specifies the name 2 of the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to Code is validated to the contract.
Field	Address	Specifies the address connected to the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to Code is validated to the contract.
Field	Address 2	Specifies the extended address connected to the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to Code is validated to the contract.
Field	Post Code	Specifies the post code connected to the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to code is validated to the contract.
Field	City	Specifies the city connected to the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to code is validated to the contract.
Field	County	Specifies the state, province or county of the address.
Field	Country/Region Code	Specifies the country/region connected to the customer that will receive the delivery of the sold item/service, this field will automatically be filled when Sell-to Customer No. and Ship-to code is validated to the contract.
Action	Update Dimensions	Retrieve the dimensions on the linked records for the contract. This action will update the contract header and contract lines with the dimensions that are currently set on the linked customer, item, resource and G/L Account of the contract. Any dimensions that have been set manually on the contract will be deleted.
Action	Update Addresses	Retrieve the addresses from the connected customers for the contract. This action will update the contract with sell-to, bill-to and ship-to addresses, from the sell-to and bill-to customer no. linked to the contract.
Action	Templates	View or edit contract templates.
Action	Save as Template	Use the contract as a basis to create a contract template that can be reused to create new contracts. When you use the action a card will be opened where you can see what fields that will be used in the template, you can also edit these fields directly if you want.
Action	Copy Contract	Copy contract lines and header information from another contract to this contract. You can copy a contract into a new contract to quickly create a similar contract.
Action	Dimensions	View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.
Action	Approvals	View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.
Action	Release	Release the contract to be able to create documents or planning lines. You must reopen the contract to make changes to it.
Action	Reopen	Reopen the contract to change it after it has been approved. Approved contract has the status released and must be reopened before they can be changed.
Action	Create Document/Planning Lines	Create orders, invoices or planning lines depending on what is set on the contract. To be able to create documents or project planning lines from a contract it must be released.
Action	Contract Entries	View all entries linked to the contract.
Action	Send A&pproval Request	Request approval of the document.
Action	Cancel Approval Re&quest	Cancel the approval request.
Sub page	Lines	Lines
Sub page	Detail Lines	Detail Lines
Sub page	Consumption Lines	Consumption Lines
Sub page	Contract Customer Link	Contract Customer Link
Sub page	Contract Statistics	Contract Statistics

Contract Analysis

Type	Caption	Description
Field	No.	Specifies the number that identifies the contract.
Field	Sell-to Customer No.	Specifies the number of the customer that will receive the sold item/service.
Field	Sell-to Customer Name	Specifies the name of the customer that will receive the sold item/service, this field will automatically be filled by Sell-to Customer No. If the contract is set to update addresses from customers the field can't be changed, otherwise it can be changed manually.
Field	Bill-to Customer No.	Specifies the number of the customer that will receive the invoice. This field will automatically be filled by Sell-to Customer No. but can be changed manually.
Field	Bill-to Name	Specifies the name of the customer that will receive the invoice, this field will automatically be filled by Bill-to Customer No. If the contract is set to update addresses from customers the field can't be changed, otherwise it can be changed manually.
Field	Contract Date	Specifies the date when the contract was created.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Ending Date	Specifies the end date for which the contract is valid.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Collective Invoicing	Specifies whether invoices created from this contract should be aggregated on the same invoice with other contracts that have the same next posting date, customer numbers, currency code, and dimension set ID.
Field	Advanced Mode	Specifies if the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" should be edited on the contract lines instead of the contract header.
Field	Status	Specifies the status of the contract. It is possible to edit contracts with status open and to invoice contracts with status closed.
Field	Calculated Amount per Month (LCY)	Specifies the estimated monthly sales value of the contract in the local currency.
Field	Calculated Amount per Year (LCY)	Specifies the estimated annual sales value of the contract in the local currency.
Field	Balance (LCY)	Specifies the total invoiced amount of the contract in local currency.
Field	Net Change (LCY)	Specifies the invoiced amount during the period set in the Contract Period Starting Date Filter. The amount is in local currency.
Field	Balance (Reversed LCY)	Specifies the total credited amount of the contract in local currency.
Field	Net Change (Reversed LCY)	Specifies the credited amount during the period set in the Contract Period Starting Date Filter. The amount is in local currency.
Field	Balance (Total)	Specifies the sum of: Balance (LCY) and Balance (Reversed LCY).
Field	Net Change (Total)	Specifies the sum of: Net Change (LCY) and Net Change (Reversed LCY).
Field	Not Posted Amount	Specifies the amount of not posted contract entries. The amount is in the currency specified on the contract entries.

Contract Batch Error List

Type	Caption	Description
Field	No.	Specifies the number of the contract.
Field	Sell-to Customer Name	Specifies the name of the customer that will receive the sold item/service.
Field	Bill-to Name	Specifies the name of the customer that will receive the invoice.
Field	Create	Specifies what was supposed to be created, it can be either a document or project planning lines.
Field	Latest Posting Date	Specifies the latest successful posting date.
Field	Next Period Start	Specifies the start date of the invoicing period that was supposed to be invoiced when the error was created.
Field	Error message when creating document	Specifies the error message created when the function Create Document/Planning Lines - Batch failed.
Field	Error Created	Specifies the date on which the error message was created.

Contract Categories

Type	Caption	Description
Field	Code	Specifies the code of the contract category.
Field	Description	Specifies the description of the contract category.

Contract Customer Link

Type	Caption	Description
Field	Document Type	Specifies the type of the document, will always be set to contract.
Field	No.	Specifies the number that identifies the contract.
Field	Sell-to Customer No.	Specifies the number of the customer that will receive the sold item/service.
Field	Name	Specifies the name of the customer that will receive the sold item/service.

Contract Date Setup

Type	Caption	Description
Field	Code	Specifies the code for the contract date setup. Use contract date setup to, for example, manage invoicing in advance and in arrears by controlling how dates are calculated.
Field	Description	Specifies a text to describe the contract date setup.
Field	Next Action Date Calculation	Specifies a formula to calculate the date that specifies when invoices should be created, based on Next Period Start.
Field	Posting Date	Specifies which date to use as the Posting Date on the documents created.
Field	Deferrals Start Date	Specifies which date to use as the start date for deferrals. Only applicable for contract lines with a deferral code.
Sub page	Date Preview	Date Preview

Detail Lines

Type	Caption	Description
Field	Category Code	Specifies which category the contract is marked with.
Field	Description	Specifies the description of the line, only used internally, and will not be printed on the invoice.
Field	Quantity	Specifies the quantity of the line. The lines are linked to the contract lines and when the contract is released, the price of the contract lines with "Contract unique price" will be calculated.
Field	Unit Price	Specifies the unit price of the line. The lines are linked to the contract lines and when the contract is released, the price of the contract lines with "Contract unique price" will be calculated.
Field	Chargeable Share %	Specifies the share of the amount that is chargeable, will calculate automatically as (100 - "Discount %").
Field	Discount %	Specifies the agreed total discount (%) of the line and are used to calculate the Chargeable Amount on the line.
Field	Chargeable Amount	Specifies the amount of the line, is calculated by the fields "Quantity" * "Unit Price" and, if used, "Discount %". When the contract is released, the "Chargeable Amount" on the lines will be summed up to the field "Unit Price" on the connected contract lines, which are marked with a "Contract Unique Price".
Field	Date	Specifies a date for the line.
Field	Comment	Specifies the comment of the line, if one was added.

Contract Entries

Type	Caption	Description
Field	Contract Period Starting Date	Specifies the starting date of the invoicing period.
Field	Contract Period Ending Date	Specifies the ending date of the invoicing period.
Field	Contract Document Type	Specifies Document Type, will always be set to Contract.
Field	Contract No.	Specifies the number of the connected contract.
Field	Contract Line No.	Specifies the number of the connected contract line.
Field	Type	Specifies the type of the entry, will always be set to Contract Item.
Field	No.	Specifies the number of the connected contract item.
Field	Description	Specifies the description of the connected contract line.
Field	Description 2	Specifies an extra description field, of the connected contract line.
Field	Quantity	Specifies the quantity of the line.
Field	Unit Price	Specifies the unit price of the line.
Field	Line Discount %	Specifies the line discount % of the line.
Field	Amount	Specifies the total amount of the line, calculated of the fields "Quantity" * "Unit Price" and, if being used, "Line Discount %".
Field	Posted Line Amount	Specifies the posted line amount of the sales invoice line that the entry is connected to.
Field	Posted Line Amount (LCY)	Specifies the posted line amount (LCY) of the sales invoice line that the entry is connected to.
Field	Posted Line Discount %	Specifies the line discount % of the sales invoice line that the entry is connected to.
Field	Reversed Line Amount	Specifies the posted line amount of the sales credit memo line that the entry is connected to.
Field	Reversed Line Amount (LCY)	Specifies the posted line amount (LCY) of the sales credit memo line that the entry is connected to.
Field	Reversed Line Discount %	Specifies the line discount % of the sales credit memo line that the entry is connected to.
Field	Location Code	Specifies the location code of the entry.
Field	Auto. Acc. Group	Specifies the automatic account group of the line. (Auto. Acc. Groups are only available in the Swedish location of Parrot).
Field	Deferral Code	Specifies the deferral code of the line.
Field	User ID	Specifies the ID of the user who created the entry.
Field	Sell-to Customer No.	Specifies the sell-to customer number of the line.
Field	Bill-to Customer No.	Specifies the bill-to customer number of the line.
Field	Ship-to Code	Specifies the ship-to code of the line.
Field	Currency Code	Specifies the currency code used on the line.
Field	Salesperson Code	Specifies the Salesperson code of the line.
Field	Starting Date	Specifies the starting date of the contract connected to the line.
Field	Ending Date	Specifies the ending date of the contract connected to the line.
Field	Contract Date	Specifies the contract date of the contract connected to the line.
Field	Invoicing Interval	Specifies the invoicing interval of the contract connected to the line.
Field	No. of Invoices per Posting	Specifies the number of invoices created at the same posting from the contract connected to the line.
Field	Project No.	Specifies the project number connected to the line.
Field	Project Task No.	Specifies the project task number connected to the line.
Field	Project Planning Line No.	Specifies the project planning line number connected to the line.
Field	Sales Document Type	Specifies the type of the created sales document.
Field	Sales No.	Specifies the number of the created sales document.
Field	Sales Line No.	Specifies the number of the created sales document line.
Field	Posted Document Type	Specifies the type of the posted sales document.
Field	Posted No.	Specifies the number of the posted sales document.
Field	Posted Line No.	Specifies the posted line number.
Field	Posted	Specifies if the document has been posted.
Field	Reversed Document Type	Specifies the type of the sales document that reversed the contract entry.
Field	Reversed No.	Specifies the number of the posted sales document that reversed the contract entry.
Field	Reversed Line No.	Specifies the posted line number of the posted sales document that reversed the contract entry.
Field	Reversed	Specifies if the contract entry has been reversed.
Field	Entry No.	Specifies the contract entry number.
Field	Subline Type	Specifies the subline type of the connected contract line when the contract entry was created.
Field	Consumption Sum Type	Specifies the consumption sum type of the connected contract line when the contract entry was created.
Field	Include Consumption Lines	Specifies the setting for include consumption lines of the connected contract when the contract entry was created.
Action	Project Planning Lines	View the project planning lines linked to the contract, used only if the contract is configured to create Project Planning Lines.
Action	View Document	View the document linked to the contract, used only if the contract is configured to create invoices or orders.
Action	View Reversed Document	View the document that reversed the contract entry, used only if the contract is configured to create invoices or orders.

Contract Groups

Type	Caption	Description
Field	Code	Specifies the code of the contract group.
Field	Description	Specifies the description of the contract group.

Contract Item

Type	Caption	Description
Field	Contract Item No.	Specifies the number that identifies the contract item. You can use default numbering or type in a number manually. Each number must be unique. To see which no-series are used, go to Contract Setup.
Field	Description	Specifies the description of your contract item.
Field	Description 2	Specifies an extra description of your contract item.
Field	Type	Specifies the type of your contract item, possible values are item, resource or G/L account.
Field	No.	Specifies the number of the item, resource or G/L account connected to your contract item.
Field	Unit of Measure Code	Specifies how each unit of the contract item is measured, such as in pieces or hours. By default, the value in the Base Unit of Measure field on the connected item or resource is inserted. Unit of Measure Code is optional for contract items with type G/L account.
Field	Auto. Acc. Group	Specifies the automatic account group used to allocate the amount of your contract item over several G/L Accounts or dimensions. (Auto. Acc. Groups are only available in the Swedish location of Parrot).
Field	Deferral Code	Specifies the deferral code used to accrue the amount of the contract item. By default, the deferral template on the connected item, resource or G/L account is inserted.
Field	Contract Unique Price	Specifies if a unique price is being used on your contract item. If selected, the price of your contract item needs to be entered on each contract. If not selected, the price list on the connected item or resource are being used. If you have chosen the type G/L account, this will always be selected.
Field	Blocked	Specifies if the contract item is blocked. A blocked contract item cannot be used to create new or post existing records such as documents or planning lines.
Action	Prices	Set up sales prices for contract items with the type of item. If a Contract Line has been marked for a Contract Unique Price, the prices are set up on the linked Contract Detail Lines and not in the price list.
Action	Line Discounts	Set up sales discounts for contract items with the type of item. If a Contract Line has been marked for a Contract Unique Price, the line discount is set up on the linked Contract Detail Lines and not as a sales line discount.
Action	Resource Prices	Set up sales prices for contract items with the type of resource. If a Contract Line has been marked for a Contract Unique Price, the prices are set up on the linked Contract Detail Lines and not in the price list.
Action	Sales Prices	Set up sales prices for the product.
Action	Sales Discounts	Set up sales discounts for the product.

Contract Items

Type	Caption	Description
Field	Contract Item No.	Specifies the number that identifies the contract item. You can use default numbering or type in a number manually. Each number must be unique. To see which no-series are used, go to Contract Setup.
Field	Type	Specifies the type of your contract item, possible values are item, resource or G/L account.
Field	No.	Specifies the number of the item, resource or G/L account connected to your contract item.
Field	Description	Specifies the description of your contract item.
Field	Description 2	Specifies an extra description of your contract item.
Field	Blocked	Specifies if the contract item is blocked, a blocked contract item cannot be added to a contract or invoiced if already added to a contract.
Action	Item Prices	Set up sales prices for contract items with the type of item. If a Contract Line has been marked for a Contract Unique Price, the prices are set up on the linked Contract Detail Lines and not in the price list.
Action	Item Line Discounts	Set up sales discounts for contract items with the type of item. If a Contract Line has been marked for a Contract Unique Price, the line discount is set up on the linked Contract Detail Lines and not as a sales line discount.
Action	Resource Prices	Set up sales prices for contract items with the type of resource. If a Contract Line has been marked for a Contract Unique Price, the prices are set up on the linked Contract Detail Lines and not in the price list.
Action	Sales Prices	Set up sales prices for the product.
Action	Sales Discounts	Set up sales discounts for the product.

Contract Lines

Type	Caption	Description
Field	Document No.	Specifies the value of the Document No. field.
Field	Sell-to Customer No.	Specifies the number of the customer that will receive the sold item/service.
Field	Bill-to Customer No.	Specifies the number of the customer that will receive the invoice.
Field	Line No.	Specifies the value of the Line No. field.
Field	Type	Specifies the type of entity that will be posted for this contract line, such as blank, Contract Item, Resource, G/L Account, Item or Comment. Type "blank" will treat any text in Description as internal and the text will not be copied to any external documents. Type "Comment" will treat any text in Description as external and the text will be copied to all external documents.
Field	No.	Specifies the number of the contract item.
Field	Description	Specifies the description of your line. Depending on the type of the line the description will be treated differently. Type "blank" will treat any text in Description as internal and the text will not be copied to any external documents. Type "Comment" will treat any text in Description as external and the text will be copied to all external documents.
Field	Location Code	Specifies a Location Code for the contract line.
Field	Quantity	Specifies the agreed quantity of the contract item.
Field	Unit of Measure Code	Specifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Unit of Measure Code field on the contract item card is inserted.
Field	Unit Price	Specifies the unit price for your contract item.
Field	Contract Unique Price	Specifies if the price should be taken from the price list from the connected item/resource or if the price should be handled with the contract details lines as unique.
Field	Subline Type	Specifies the subline type the contract line is linked to. Consumption lines is used for lines that should be invoiced only once and then deleted. Detail Lines should be used for lines that are invoiced repeatedly, and not deleted after invoicing.
Field	Consumption Sum Type	Specifies whether both amount and quantity are to be retrieved from the consumption line, alternatively only amount or quantity.
Field	Project No.	Specifies the number of the project for which project planning lines will be created, if Project Planning Lines is selected in Create. The project number is inherited to the contract lines but can be changed manually.
Field	Project Task No.	Specifies the number of the project task for which project planning lines will be created, if Project Planning Lines is selected in Create. The project task number is inherited to the contract lines but can be changed manually.
Field	Amount	Specifies the amount of the line, is calculated by the fields Quantity * Unit Price and, if used the field Discount %. In case Contract Unique Price is used the Unit Price will be calculated from the sum of the field Chargeable Amount of the connected Contract Detail Lines.
Field	Calculated Amount	Specifies a calculated amount of the sales value of the line. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Calculated Amount (LCY)	Specifies a calculated amount of the sales value of the line in the local currency. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Calculated Amount per Month (LCY)	Specifies the estimated sales value per month of the line in local currency. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Calculated Amount per Year (LCY)	Specifies the estimated annual sales value of the line in local currency. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Line Discount %	Specifies the line discount % if used.
Field	Line Discount Amount	Specifies the line discount if used.
Field	Blocked	Specifies if the contract line is blocked.
Field	Shortcut Dimension 1 Code	Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Shortcut Dimension 2 Code	Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Starting Date	Specifies the start date from which the contract line is valid.
Field	Ending Date	Specifies the end date for which the contract line is valid.
Field	Latest Posting Date	Specifies the date on which the contract line was last invoiced and is updated from Next Posting Date, and not the posting date of the invoice.
Field	Invoicing Interval	Specifies the period for how often you want the contract line to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	Next Period Start	Specifies the next planned invoice date and is updated when the most recent invoice is posted and calculated from Latest Posting Date and Invoicing Interval of the contract line.
Action	View Contract	View the selected contract.

Lines

Type	Caption	Description
Field	Type	Specifies the type of entity that will be posted for this contract line, such as blank, Contract Item, Resource, G/L Account, Item or Comment. Type "blank" will treat any text in Description as internal and the text will not be copied to any external documents. Type "Comment" will treat any text in Description as external and the text will be copied to all external documents.
Field	No.	Specifies the number of the contract item.
Field	Description	Specifies the description of your line. Depending on the type of the line the description will be treated differently. Type "blank" will treat any text in Description as internal and the text will not be copied to any external documents. Type "Comment" will treat any text in Description as external and the text will be copied to all external documents.
Field	Description 2	Specifies the extended description of your line, depending on the type of the line the description will be treated differently. Type "blank" will treat any text in Description as an internal and the text will not be copied to any external documents. Type "Comment" will treat any text in Description as external and the text will be copied to all external documents.
Field	Location Code	Specifies the inventory location from which the items sold should be picked and where the inventory decrease is registered.
Field	Project No.	Specifies the number of the project for which project planning lines will be created, if Project Planning Lines is selected in Create. The project number is inherited to the contract lines but can be changed manually.
Field	Project Task No.	Specifies the number of the project task for which project planning lines will be created, if Project Planning Lines is selected in Create. The project task number is inherited to the contract lines but can be changed manually.
Field	Quantity	Specifies the agreed quantity of the contract item.
Field	Unit of Measure Code	Specifies how each unit of the item or resource is measured, such as in pieces or hours. By default, the value in the Unit of Measure Code field on the contract item card is inserted.
Field	Unit Price	Specifies the unit price for your contract item.
Field	Line Discount %	Specifies the line discount % if used.
Field	Amount	Specifies the amount of the line, is calculated by the fields Quantity * Unit Price and, if used the field Discount %. In case Contract Unique Price is used the Unit Price will be calculated from the sum of the field Chargeable Amount of the connected Contract Detail Lines.
Field	Calculated Amount	Specifies a calculated amount of the sales value of the line. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Calculated Amount (LCY)	Specifies a calculated amount of the sales value of the line in the local currency. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Auto. Acc. Group	Specifies the automatic account group used to allocate the amount of your contract item over several G/L Accounts or dimensions. (Auto. Acc. Groups are only available in the Swedish location of Parrot).
Field	Deferral Code	Specifies the deferral code used to accrue the amount of the contract item. By default, the deferral template on the contract item card is inserted.
Field	Contract Unique Price	Specifies if the price should be taken from the price list from the connected item/resource or if the price should be handled with the contract details lines as unique.
Field	Subline Type	Specifies the subline type the contract line is linked to. Consumption lines is used for lines that should be invoiced only once and then deleted. Detail Lines should be used for lines that are invoiced repeatedly, and not deleted after invoicing.
Field	Consumption Sum Type	Specifies whether both amount and quantity are to be retrieved from the consumption line, alternatively only amount or quantity.
Field	Blocked	Specifies if the row should be blocked. Select "New Entries" to block new documents or Project Planning Lines from being created but still be able to post open documents. Select "All" to also block posting.
Field	Starting Date	Specifies the start date from which the contract line is valid.
Field	Ending Date	Specifies the end date for which the contract line is valid.
Field	Latest Posting Date	Specifies the date on which the contract line was last invoiced and is updated from Next Posting Date, and not the posting date of the invoice.
Field	Invoicing Interval	Specifies the period for how often you want the contract line to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	Next Period Start	Specifies the next planned invoice date and is updated when the most recent invoice is posted and calculated from Latest Posting Date and Invoicing Interval of the contract line.
Field	Shortcut Dimension 1 Code	Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Shortcut Dimension 2 Code	Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Field	Total Amount	Specifies the total amount for the next invoice. The value displayed in this field is generated through real-time calculations. The Calculated Total Amount field on the Contracts page can be used for filtering and sorting. These fields may show different amounts as they may have been calculated at different times.
Action	Prices	Set up a price list of contract items with the type item.
Action	Sales Prices	Set up sales prices for the product.
Action	Contract Entries	View the contract entries.
Action	Dimensions	View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.
Action	Explode BOM	Add a line for each component on the bill of materials for the selected item. For example, this is useful for selling the parent item as a kit. CAUTION: The line for the parent item will be deleted and only its description will display. To undo this action, delete the component lines and add a line for the parent item again. This action is available only for lines where Type is set to Item.
Action	Show Blocked	Show blocked contract lines.
Action	Hide Blocked	Hide blocked contract lines.

Contracts

Type	Caption	Description
Field	No.	Specifies the number that identifies the contract. This field is formatted red if the contract contains lines with Ending Date within the date formula entered in the Ending Date Warning Interval field on the Contract Setup page.
Field	Contract Date	Specifies the date when the contract was created.
Field	Sell-to Customer No.	Specifies the number of the customer that will receive the sold item/service.
Field	Bill-to Customer No.	Specifies the number of the customer that will receive the invoice.
Field	Ship-to Code	Specifies the ship-to code. If a customer has several locations, you can set up Ship-to Codes to specify where the sold Items should be shipped.
Field	Sell-to Customer Name	Specifies the name of the customer that will receive the sold item/service.
Field	Sell-to Customer Name 2	Specifies the sell-to customer name, Sell-to Customer Name 2 is an extra sell-to customer name field.
Field	Sell-to Address	Specifies the name of the customer that will receive the sold item/service.
Field	Sell-to Address 2	Specifies the sell-to address, Sell-to Address 2 is an extra sell-to address field.
Field	Sell-to Post Code	Specifies the sell-to post code.
Field	Sell-to City	Specifies the sell-to city.
Field	Sell-to County	Specifies the sell-to county.
Field	Sell-to Country/Region Code	Specifies the country/region code.
Field	Bill-to Name	Specifies the name of the customer that will receive the invoice.
Field	Bill-to Name 2	Specifies the bill-to name 2, Bill-to Name 2 is an extra bill-to name field.
Field	Bill-to Address	Specifies Bill-to Address.
Field	Bill-to Address 2	Specifies the bill-to address 2, Bill-to Address 2 is an extra Bill-to address field.
Field	Bill-to Post Code	Specifies the bill-to post code.
Field	Bill-to City	Specifies the bill-to city.
Field	Bill-to County	Specifies the bill-to county.
Field	Bill-to Country/Region Code	Specifies the bill-to country/region code.
Field	Ship-to Name	Specifies the ship-to name for where the sold item/service will be delivered.
Field	Ship-to Name 2	Specifies the ship-to name 2, Ship-to Name 2 is an extra ship-to name field.
Field	Ship-to Address	Specifies the address for where the sold item/service will be delivered.
Field	Ship-to Address 2	Specifies the ship-to address 2, Ship-to Address 2 is an extra ship-to address field.
Field	Ship-to Post Code	Specifies the post code for where the sold item/service will be delivered.
Field	Ship-to City	Specifies the ship-to city for where the sold item/service will be delivered.
Field	Ship-to County	Specifies the ship-to county for where the sold item/service will be delivered.
Field	Ship-to Country/Region Code	Specifies the ship-to country/region code for where the sold item/service will be delivered.
Field	External Document No.	Specifies the customer's document number, and will be specified on the invoice as External Document No.
Field	Your Reference	Specifies the customer's reference and will be specified on the invoice as Your reference.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	Date Setup Code	Specifies the code for the contract date setup. Use date setup code to, for example, manage invoicing in advance and in arrears by controlling how dates are calculated.
Field	Next Action Date	Specifies the next date for creating documents or planning lines for the contract. Enter a date formula in the Next Action Date Calculation field for the corresponding Date Setup Code on the Contract Date Setup page to determine how this date is calculated, relative to the Next Period Start.
Field	Currency Code	Specifies the code of the currency to use when creating documents and project planning lines.
Field	Customer Price Group	Specifies a Customer Price Group, a Customer Price Group may trigger a different price than the ordinary price list.
Field	Customer Disc. Group	Specifies a Customer Disc. Group, a Customer Price Group may trigger a discount from the ordinary price list.
Field	Language Code	Specifies the Language Code connected to the contract, the Language Code will determine what language connected documents will be printed in.
Field	Salesperson Code	Specifies the Salesperson responsible for the Contract.
Field	Contract Category Code	Specifies a Category Code for the contract.
Field	Contract Group Code	Specifies a Group Code for the contract.
Field	Status	Specifies the status of the contract. It's possible to edit contracts with status open and to invoice contracts with status released.
Field	Blocked	Specifies if the contract is blocked for invoicing.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Ending Date	Specifies the end date of the contract.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M or every third month and 1Y for yearly.
Field	No. of Documents to create	Specifies the number of billing periods for which invoices should be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods.
Field	Latest Posting Date	Specifies the date on which the contract was last invoiced and is updated from Next Posting Date, and not the posting date of the invoice.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Update Addresses from Customer	Specifies if addresses on the contract will be updated automatically when addresses are changed on the connected sell-to or bill-to customer.
Field	Calculated Total Amount	Specifies the total amount for the next invoice. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Calculated Total Amount (LCY)	Specifies the total amount in local currency for the next invoice. This amount is automatically updated when the contract is released, when documents/planning lines are created, and when documents are posted. It is also possible to update the value manually or with a job queue by selecting the Update Calculated Amounts on Contracts report.
Field	Advanced Mode	Specifies if the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" should be edited on the contract lines instead of the contract header.
Field	Error when creating document	Specifies if the contract has an error that prevents documents or project planning lines from being created, for example if an item has been blocked since the contract was created. It's set if an error prevented the Create Document/Planning Lines - Batch action, to run successfully.
Field	Error message when creating document	Specifies the error message that prevents documents or project planning lines from being created. It's only specified if an error prevented the Create Document/Planning Lines - Batch action, to run successfully.
Field	Error Created	Specifies the date on which the error message was created.
Action	Update Dimensions	Retrieve the dimensions on the linked records for the selected contracts. This action will update the contract header and contract lines with the dimensions that are currently set on the linked customer, item, resource and G/L Account of the contract. Any dimensions that have been set manually on the contract will be deleted.
Action	Update Addresses	Retrieve the addresses from the connected customers for the selected contracts. This action will update the contract with sell-to, bill-to and ship-to addresses, from the sell-to and bill-to customer no. linked to the contract.
Action	Templates	View or edit contract templates.
Action	Save as Template	Use the contract as a basis to create a contract template that can be reused to create new contracts. When you use the action a card will be opened where you can see what fields that will be used in the template, you can also edit these fields directly if you want.
Action	Contract Analysis	View contract statistics and analysis. Find historical and forecasted sales figures.
Action	Approvals	View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.
Action	Release	Release selected contracts to be able to create documents or planning lines. You must reopen the contracts to make changes to it.
Action	Reopen	Reopen selected contracts to change them after they have been approved. Approved contracts have the status released and must be reopened before they can be changed.
Action	Create Document/Planning Lines	Create orders, invoices or planning lines depending on what is set on the contract. To be able to create documents or project planning lines from a contract it must be released.
Action	Create Document/Planning Lines - Batch	Create orders, invoices or planning lines in batch depending on what is set on the contracts. To be able to create documents or project planning lines from a contract it must be released.
Action	Contract Entries	View all linked entries connected to the contract.
Action	Contract Batch Error List	View all contracts with batch errors.
Action	Send Approval Request	Request approval of the document.
Action	Cancel Approval Request	Cancel the approval request.
Sub page	Contract Statistics	Contract Statistics

Contract No. Series Setup

Type	Caption	Description
Field	Contract Nos.	Specifies the code for the number series that will be used to assign numbers to contracts. To see the number series that have been set up in the No. Series table, click the field.
Action	Contract Setup	Define your general policies for contracts, such as rounding method and where from data being copied. Set up your number series for creating contracts and contract items.

Contract Setup

Type	Caption	Description
Field	Contract Nos.	Specifies the number series that will be used for new contracts.
Field	Contract Item Nos.	Specifies the number series that will be used for new contract items.
Field	Rounding Method	Specifies a code for the rounding method you want to apply to contract unique prices recorded on Contract Detail Lines. The prices of the Contract Lines will be rounded according to this method.
Field	Get Posting Date From	Specifies from where the posting date should be fetched.
Field	Allow Sublines	Specifies that Subline Type should be enabled for contract lines.
Field	Allow Consumption Lines	Specifies that consumption should be possible to use as a subline type for contract lines.
Field	Skip Empty Lines	Specifies if lines with quantity = 0 should be skipped when creating documents/planning lines.
Field	Update Addresses from Customer	Specifies a default setting for how addresses should be handled on contracts. If this setting is enabled, addresses on the contracts will be updated automatically when the addresses are changed on the linked sell-to or bill-to customer of the contracts. This setting can be changed on individual contracts.
Field	Default Customer Price Group	Specifies what customer price group that will be used on a contract. If no default customer price group is specified, the customer price group from the bill-to customer will be used on the contract. Customer price group can be changed on the contract.
Field	Default Customer Disc. Group	Specifies what customer discount group that will be used on a contract. If no default customer discount group is specified, the customer discount group from the bill-to customer will be used on the contract. Customer discount group can be changed on the contract.
Field	Advanced Mode	Specifies a default setting for invoicing of contracts. If advanced mode is enabled, the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" is edited on contract lines, otherwise the fields are edited in the contract header. The default setting for advanced mode is set when the contract is created, but can be changed on the contract.
Field	Default Create Action	Specifies the default value for the create property when new contracts are created.
Field	Default Invoice Text Code	Specifies the code for the invoice text to be used as default. It is possible to set up invoice texts using dynamic and fixed placeholders.
Field	Default Contract Line Type	Specifies the default value for the Type field on the first line in new contracts. If needed, you can change the value on the line.
Field	Default Include Consumption Lines	Specifies the Include Consumption Lines value to apply on new contract. This controls which consumption lines are to be included when Documents/Planning Lines are created.
Field	Default Date Setup Code	Specifies the default value for date setup code to be used on the contracts. The date setup code is used, for example, to manage invoicing in advance and in arrears by controlling how dates are calculated.
Field	Hide Total Amount on Contract	Specifies if total amount of the contract should be hidden on the contract page.
Field	Contract Dimensions for Projects	Specifies if the dimensions on the contract should take precedence over the dimensions on a project when a project is invoiced. If this is enabled, the dimensions on the contract will be inserted on the sales invoices when selecting the Project Create Sales Invoice action.
Field	Add Extended Texts to Document	Specifies if extended texts should be added to documents.
Field	Use Description from connected product	Specifies if the description from contract lines or the connected products should be used, when documents and planning lines are created.
Field	Update Calculated Amounts	Specifies whether the calculated amounts on the contract lines should be calculated automatically when releasing contracts, creating documents/planning lines and during posting. If this is not enabled, the calculation can be performed with the Update Calculated Amounts on Contracts report, manually or with a job queue.
Field	Hide Blocked Lines	Specifies the default behavior for whether blocked contract lines are shown or hidden on a contract.
Field	Ending Date Warning Interval	Specifies the date formula to use to mark the contract as expiring. The No. field on the Contract page will be formatted red if the contract contains lines with Ending Date within this date formula.
Field	Create Credit Memos	Specifies if a credit memo should be created if the total amount including VAT for the invoiced period is negative.
Action	Templates	View or edit contract templates.

Contract Statistics

Type	Caption	Description
Field	Contract No.	Specifies the number that identifies the contract.
Field	Lines Within Ending Date Warning	Specifies wether the contract has a contract lines with an Ending Date within the date formula specified in the Ending Date Warning Interval field on the Contract Setup page.
Field	Balance (LCY)	Specifies the total invoiced amount of the contract in local currency.
Field	Net Change (LCY)	Specifies the invoiced amount during the period set in the Contract Period Starting Date Filter. The amount is in local currency.
Field	Balance (Reversed LCY)	Specifies the total credited amount of the contract in local currency.
Field	Net Change (Reversed LCY)	Specifies the credited amount during the period set in the Contract Period Starting Date Filter. The amount is in local currency.
Field	Total Balance	Specifies the sum of: Balance (LCY) and Balance (Reversed LCY).
Field	Total Net Change	Specifies the sum of: Net Change (LCY) and Net Change (Reversed LCY).
Field	Not Posted Amount	Specifies the amount of not posted contract entries. The amount is in the currency specified on the contract entries.
Field	Calculated Amount per Month (LCY)	Specifies the estimated monthly sales value in local currency.
Field	Calculated Amount per Year (LCY)	Specifies the estimated annual sales value in local currency.

Contract Template

Type	Caption	Description
Field	No.	Specifies a number that identifies the template.
Field	Description	Specifies a descriptive name for the template.
Field	Active	Specifies if the template is active or not. If the template is active it will be possible to select the template when new contracts are created.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	No. of Documents to create	Specifies the number of billing periods for which invoices will be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods.
Field	Ending Date	Specifies the end date for which the contract is valid.
Field	Contract Category Code	Specifies a Category Code for the contract.
Field	External Document No.	Specifies the customer's document number, and will be specified on the invoice as External Document No.
Field	Your Reference	Specifies the customer's reference and will be specified on the invoice as Your reference.
Field	Blocked	Specifies if the contract is blocked for invoicing.
Field	Contract Group Code	Specifies a Group Code for the contract.
Field	Advanced Mode	Specifies if the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" should be edited on the contract lines instead of the contract header.
Field	Collective Invoicing	Specifies whether invoices created from this contract should be aggregated on the same invoice with other contracts that have the same next posting date, customer numbers, currency code, and dimension set ID.
Field	Include Consumption Lines	Specifies whether all consumption lines are to be included when document/planning lines are created or whether only lines with dates up to the next posting date are to be included.
Field	Show Detail Lines	Specifies if the subpage for detail lines always should be visible on the contract page. Regardless of whether there are any lines with subline type "Details" or not.
Field	Update Addresses from Customer	Specifies if the addresses on the contract will be updated automatically when addresses are changed on the connected sell-to or bill-to customer.

Contract Templates

Type	Caption	Description
Field	No.	Specifies a number that identifies the template.
Field	Description	Specifies a descriptive name for the template.
Field	Active	Specifies if the template is active or not. If the template is active it will be possible to select the template when new contracts are created.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	No. of Documents to create	Specifies the number of billing periods for which invoices will be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods.
Field	Ending Date	Specifies the end date for which the contract is valid.
Field	Contract Category Code	Specifies a Category Code for the contract.
Field	External Document No.	Specifies the customer's document number, and will be specified on the invoice as External Document No.
Field	Your Reference	Specifies the customer's reference and will be specified on the invoice as Your reference.
Field	Blocked	Specifies if the contract is blocked for invoicing.
Field	Contract Group Code	Specifies a Group Code for the contract.
Field	Advanced Mode	Specifies if the fields "Next Posting Date", "Invoicing Interval", "Starting Date", "Ending Date" and "Latest Posting Date" should be edited on the contract lines instead of the contract header.
Field	Collective Invoicing	Specifies whether invoices created from this contract should be aggregated on the same invoice with other contracts that have the same next posting date, customer numbers, currency code, and dimension set ID.
Field	Include Consumption Lines	Specifies whether all consumption lines are to be included when document/planning lines are created or whether only lines with dates up to the next posting date are to be included.
Field	Show Detail Lines	Specifies if the subpage for detail lines always should be visible on the contract page. Regardless of whether there are any lines with subline type "Details" or not.
Field	Update Addresses from Customer	Specifies if the addresses on the contract will be updated automatically when addresses are changed on the connected sell-to or bill-to customer.

Copy Contract

Type	Caption	Description
Field	No.	Specifies the From No. of the contract you would like to copy from.
Field	Sell-to Customer No.	Specifies the Sell-to Customer No. of the contract you would like to copy from. This field will automatically be filled when No. is validated and is not editable.
Field	Sell-to Customer Name	Specifies the Sell-to Customer Name of the contract you would like to copy from. This field will automatically be filled when No. is validated and is not editable.
Field	Create	Specifies the value in the Create field of the contract you would like to copy from. The value in the Create field determines the type of documents or if project planning lines will be created when the Create Documents/Planning Lines action is used.
Field	Currency Code	Specifies the Currency Code of the contract you would like to Copy from. This field will automatically be filled when No. is validated and is not editable.
Field	Invoicing Interval	Specifies the Invoicing Interval of the contract you would like to Copy from. This field will automatically be filled when No. is validated and is not editable.
Field	No. of Invoices per Posting	Specifies the value in the Number of invoices per posting field on the contract you want to copy from. The value specifies the number of invoicing periods for which invoices will be created each time the Create Document/Planning Lines action is used.
Field	No.	Specifies the number of the contract you would like to copy to, if you do not use a number series with default numbering.
Field	Sell-to Customer No.	Specifies the Sell-to Customer No. of the contract you would like to create. A sell-to customer is the customer that will receive the sold item/service.
Field	External Document No.	Specifies the customers external document number, will be printed out on the invoice under External Document No.
Field	Your Reference	Specifies Your reference of the contract you would like to create, the reference, will be printed out on the invoice under Your reference.
Field	Contract Date	Specifies the Contract Date of the Contract you would like to create. The Contract Date is the date the contract was concluded/registered.
Field	Starting Date	Specifies the Starting Date of the Contract you would like to create. The Starting date is the first date from which the Contract is valid.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	Project No.	Specifies the Project No. of the contract you would like to create, used if Create is set to Project Planning Lines.
Field	Project Task No.	Specifies the Project Task No. of the Contract you would like to create, used if Create is set to Project Planning Lines.
Field	Recalculate Lines	Specifies if the contract lines and the contract detail lines are updated on the contract you copy to. Must be used if the contract you copy to has a different customer or currency code than the one you are copying from. "Recalculate Amounts" will also be selected automatically which means that the Unit Price on the contract detail lines will be updated with the currency rate according to the Contract Date on the contract you copy to.
Field	Recalculate Amounts	Specifies if the price on the contract detail lines is updated. If selected, the Unit Price will be updated with the currency rate according to the Contract Date on the contract you copy to. This action will always be selected automatically when "Recalculate Lines" are selected.

Date Preview

Type	Caption	Description
Field	Calculations based on (Next Period Start as)	Specifies the date on which the calculation is based.
Field	Next Action Date	Specifies the calculated next action date.
Field	Posting Date	Specifies the calculated posting Date.
Field	Deferrals Start Date	Specifies the calculated deferral start date.

Invoice Text Placeholders

Type	Caption	Description
Field	Name	Specifies the name of the placeholder.
Field	Description	Specifies the description of the placeholder and how it is created.

Invoice Text Settings

Type	Caption	Description
Field	Code	Specifies the code of the invoice text setting.
Field	Description	Specifies the description of the invoice text setting.
Action	Add Recurring Invoice Text Placeholder	Append a placeholder to be used for contract lines that are invoiced on a recurring basis. It is also possible to add placeholders manually on the Recurring Invoice Text FastTab. Placeholders are case sensitive.
Action	Add Non-Recurring Invoice Text Placeholder	Append a placeholder to be used for contract lines that are invoiced only once. It is also possible to add placeholders manually on the Non-Recurring Invoice Text FastTab. Placeholders are case sensitive.
Action	Insert Default Recurring Invoice Text Placeholders	Insert default placeholders to be used for contract lines that are invoiced on a recurring basis. It is also possible to add placeholders manually on the Recurring Invoice Text FastTab. Placeholders are case sensitive.
Action	Insert Default Non-Recurring Invoice Text Placeholders	Insert default placeholders to be used for contract lines that are invoiced only once. It is also possible to add placeholders manually on the Non-Recurring Invoice Text FastTab. Placeholders are case sensitive.

Invoice Text Settings

Type	Caption	Description
Field	Code	Specifies the code of the invoice text setting.
Field	Description	Specifies the description of the invoice text setting.

Posted Consumption Lines

Type	Caption	Description
Field	Document Type	Specifies the document type of the contract line that the line is connected to.
Field	Document No.	Specifies the document number of the contract line that the line is connected to.
Field	Document Line No.	Specifies the line number of the contract line that the line is connected to.
Field	Line No.	Specifies the original line number of the line.
Field	Description	Specifies the description of the line.
Field	Quantity	Specifies the quantity of the line. Quantity is used to calculate the Chargeable Amount on the line. Depending on the configuration of the connected contract line, quantity might be included when consumption is calculated for the contract line.
Field	Unit Price	Specifies the unit price of the line and is used to calculate the Chargeable Amount on the line.
Field	Discount %	Specifies the agreed total discount (%) of the line and is used to calculate the Chargeable Amount on the line.
Field	Chargeable Share %	Specifies the share of the amount that is chargeable, will calculate automatically as (100 - "Discount %").
Field	Chargeable Amount	Specifies the amount of the line, is calculated by the fields "Quantity" * "Unit Price" and, if used, "Discount %". Depending on the configuration of the connected contract line, chargeable amount might be included when consumption is calculated for the contract line.
Field	Comment	Specifies the comment for the line.
Field	Date	Specifies the date for the line.
Field	Date and Time	Specifies the date and time of the line.
Field	Posted Document Type	Specifies the document type of document that posted the line.
Field	Posted Document No.	Specifies the document no. of document that posted the line.
Field	Posted Document Line No.	Specifies the line number of the document that posted the line.
Field	Transaction Id	Specifies the transaction id of the line.
Field	Contract Entry No.	Specifies the contract entry number the line is connected to.
Field	Entry No.	Specifies the entry number for the line. Entry No. is a unique identifier for the line.
Field	Linked to Entry No.	Specifies the entry number of the reversed consumption line.

Select a template for a new contract

Type	Caption	Description
Field	No.	Specifies a number that identifies the template.
Field	Description	Specifies a descriptive name for the template.
Field	Active	Specifies if the template is active or not. If the template is active it will be possible to select the template when new contracts are created.
Field	Create	Specifies the type of document or lines that will be created when you select the Create Document/Planning Lines action. Choose to create planning lines to invoice the customer via a project or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Project Create Sales Invoice is used to invoice the planning lines.
Field	Starting Date	Specifies the start date from which the contract is valid.
Field	Next Period Start	Specifies the start date of the upcoming invoicing period and is updated when the most recent invoice is posted. This field was previously named Next Posting Date.
Field	Invoicing Interval	Specifies the period for how often you want the contract to be invoiced. Needs to contain a number and a letter, for example 1M for every month, 3M for every third month and 1Y for yearly.
Field	No. of Documents to create	Specifies the number of billing periods for which invoices will be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods.
Field	Ending Date	Specifies the end date for which the contract is valid.
Field	Contract Category Code	Specifies a Category Code for the contract.
Field	External Document No.	Specifies the customer's document number, and will be specified on the invoice as External Document No.
Field	Your Reference	Specifies the customer's reference and will be specified on the invoice as Your reference.
Field	Blocked	Specifies if the contract is blocked for invoicing.

Page Extensions

Customer Card

Type	Caption	Description
Action	Contracts	Open the list of contracts for the customer.
Action	Contract	Create a new contract.

Customer List

Type	Caption	Description
Action	Contracts	Open the list of contracts for the customer.
Action	Contract	Create a new contract.

Posted Sales Cr. Memo Subform

Type	Caption	Description
Action	Consumption Lines	Open the list of posted consumption lines for the line.

Posted Sales Credit Memo

Type	Caption	Description
Action	Consumption Lines	Open the list of posted consumption lines for the document.

Posted Sales Invoice

Type	Caption	Description
Action	Consumption Lines	Open the list of posted consumption lines for the document.

Posted Sales Invoice Subform

Type	Caption	Description
Action	Consumption Lines	Open the list of posted consumption lines for the line.

Sales Hist. Bill-to FactBox

Type	Caption	Description
Field	Contracts	Specifies the number of contracts that have been registered for the customer when the customer acts as the bill-to customer.
Field	Contracts	Specifies the number of contracts that have been registered for the customer when the customer acts as the bill-to customer.

Sales Hist. Sell-to FactBox

Type	Caption	Description
Field	Contracts	Specifies the number of contracts that have been registered for the customer.
Field	Contracts	Specifies the number of contracts that have been registered for the customer.

Sales Cr. Memo Subform

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the line.

Sales Credit Memo

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the document.

Sales Invoice

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the document.

Sales Invoice Subform

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the line.

Sales Order

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the document.

Sales Order Subform

Type	Caption	Description
Action	Consumption Lines	Open the list of consumption lines for the line.