| 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 (job) or select invoice/order if you want to create sales documents directly from the contract. If you choose to create planning lines, the action Job Create Sales Invoice is used to invoice the planning lines. |
| Field |
Job No. |
Specifies the number of the job for which job planning lines will be created, if Job Planning Lines is selected in the Create field. |
| Field |
Job Task No. |
Specifies the number of the job task for which job planning lines will be created, if Job 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 Posting Date |
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. The field is used to filter the contracts in the Create Document/Planning Lines action. |
| Field |
No. of Documents to create |
Specifies the number of billing periods for which invoices will be created, each time you select the Create Document/Planning Lines action. If you set the value to 3, three invoices are created for the next three invoice periods. |
| Field |
Customer Price Group |
Specifies a Customer Price Group, a Customer Price Group may trigger a different price than the ordinary price list. |
| Field |
Customer Disc. Group |
Specifies a Customer Disc. Group, a Customer Price Group may trigger a discount from the ordinary price list. |
| Field |
Currency Code |
Specifies the code of the currency to use when creating documents and job 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 |
Contract Unique Price |
Specifies whether a Contract Unique Price should be entered on the Contract Detail Lines or on the Contract Line. If Contract Line is selected, the Contract Detail Lines FastTab is hidden. The default value is specified on the Contract Setup page. |
| 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 |
Location Code |
Specifies the location from where inventory items to the customer on the contract are to be shipped by default. |
| Field |
Error when creating document |
Specifies if the contract has an error that prevents documents or job 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 job 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 |
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 |
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 |
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 |
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 job planning lines from a contract it must be released. |
| Action |
Contract Entries |
View all entries linked to the contract. |
| Sub page |
Contract Lines |
Contract Lines |
| Sub page |
Contract Detail Lines |
Contract Detail Lines |
| Sub page |
Contract Customer Link |
Contract Customer Link |