| 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 |
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 |
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 |
Contract Date |
Specifies the date when the contract was created. |
| Field |
Starting Date |
Specifies the start date from 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 |
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 |
Ending Date |
Specifies the end date for which the contract is valid. |
| 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 |
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 |
Salesperson Code |
Specifies the person responsible for the contract. |
| Field |
Contract Category Code |
Specifies a Category Code for the contract. |
| Field |
Blocked |
Specifies if the contract is blocked for invoicing. |
| 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 |
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 Group Code |
Specifies a Group Code for the contract. |
| 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 |
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 |
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 |
Location Code |
Specifies the location from where inventory items to the customer on the contract are to be shipped by default. |
| 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 |
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 |
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 |
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 |