| 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 |