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Modules:IDL Service Contract

Contents

IDL Service Contract

Introduction

A contract describes the exchange of goods or services (it may be renewable) from vendor to buyer for an agreed upon value in money during a period of time. The contract can be either a sales or purchase contract.

Configuration

The following items MUST BE CONFIGURED before the Service Contracts can be imported:

  1. Business Partners used inside the MultiphaseProjects.csv
  2. BP Locations used inside the MultiphaseProjects.csv
  3. User / Contacts used inside the MultiphaseProjects.csv
  4. Payment Methods used inside the MultiphaseProjects.csv
  5. Sales Representatives used inside the MultiphaseProjects.csv
  6. Price List used inside the MultiphaseProjects.csv

For more information on Service Contracts see the Contract Management article.

Input file definition

Contract Header

Field name Type Nullable Description Accepted values Comment
Organization String(40) No Indicates the organization to be used when processing documents. [Organization search key]
Active Boolean No {Y,N}
SearchKey String(40) No Allows for a fast method of finding a particular business partner.
Business Partner String(40) No [Business Partner search key]
Business Partner Location NOT REQUIRED. value inherited from BP
Agreement Date Date Yes It is the date in which the agreement was signed yyyy-MM-dd format.
Invoice Start Date Date Yes A parameter stating when a specified request will begin. yyyy-MM-dd format.
Invoice End Date Date No The real end date is used to indicate when the project is expected to be completed or has been completed. yyyy-MM-dd format.
Status NOT REQUIRED. All contracts will we uploaded as DRAFT.
Contract Type String No [Contract type Name]
Contract Template NOT REQUIRED.
Notice Received On Date Yes yyyy-MM-dd format.
Price List [Price list search key]
Payment Term String(32) Yes Identifies the method and timing of payment for this transaction. [Payment term search key]
Payment Method [Searck key]
Bill To The business partner to be used on invoices used for this contract. This is used to support Pay On Behalf flows where on business partner takes the responsibility for an other’s services [Business Partner search key]
Contract Invoice Schedule String No [Contract Invoice Schedule Name]
Duration Integer No Duration of the contract
Duration Unit String No Duration unit of measure for the contract {OBSCNTR_D, ,OBSCNTR_M OBSCNTR_Y} Day: OBSCNTR_D, Month: OBSCNTR_M, Year: OBSCNTR_Y
Automatic Renewal Boolean No If Y, the contract automatically renews upon expiration unless the notice period is given {Y, N}
Notice Period Integer Yes Notice period for ending the contract Required if Automatic renewal = Y
Notice Period Unit String Yes Unit for the Notice Period value Required if Automatic renewal = Y
Notice Period Unit String Yes Unit for the Notice Period value {OBSCNTR_D, ,OBSCNTR_M OBSCNTR_Y} Required if Automatic renewal = Y Day: OBSCNTR_D, Month: OBSCNTR_M, Year: OBSCNTR_Y

Contract Lines (Invoice Plan Master)

Field name Type Nullable Description Accepted values Comment
Organization String(40) No Indicates the organization to be used when processing documents. [Organization search key]
Search key String(40) No A search key allows for a fast method of finding a particular record. (unique) [Contract searchkey]
Product No Identifies an item which is either purchased or sold in this organization. [Product searchkey]
Quantity Integer No Indicates the quantity of product needed to process one time the sequence.
Start Date Date No A parameter stating when a specified request will begin. yyyy-MM-dd format.
End Date Date Yes The End Date indicates the last date in this range. yyyy-MM-dd format.
Unit price Decimal Yes The actual price indicates the price for a product in source currency. NOT REQUIRED

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