| 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 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. |