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:
- Business Partners used inside the MultiphaseProjects.csv
- BP Locations used inside the MultiphaseProjects.csv
- User / Contacts used inside the MultiphaseProjects.csv
- Payment Methods used inside the MultiphaseProjects.csv
- Sales Representatives used inside the MultiphaseProjects.csv
- 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 |