Pages Overview
Pages
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 | Payment Terms Code | Specifies the code of the payment terms to use when creating documents. If payment terms code is blank on the contract, the payment terms code on the customer card will be used instead. |
| 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 | Payment Terms Code | Specifies the code of the payment terms to use when creating documents. If payment terms code is blank on the contract, the payment terms code on the customer card will be used instead. |
| 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. |
| Field | Create Credit Memos for | Specifies which document types credit memos should be created for if the total amount including VAT for the invoicing 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. Select the date to pick another date. |
| 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. |