Modules:IDL Service Contract

Contents 1 IDL Service Contract 1.1 Introduction 1.2 Configuration 1.3 Input file definition 1.3.1 Contract Header 1.3.2 Contract Lines (Invoice Plan Master)

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