Screenshot:Contract

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Contract

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.

Contract

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.

• Organization : Organizational entity within client
• Document No. : An often automatically generated identifier for all documents.
• Search Key : A fast method for finding a particular record.
• Name : A non-unique identifier for a record/document often used as a search tool.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Partner Address : The location of the selected business partner.
• Description : A space to write additional related information.
• Starting Date : A parameter stating when a specified request will begin.
• Ending Date : The date that a task, process, or action is to be completed or delivered by.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Payment Terms : The setup and timing defined to complete a specified payment.
• Price List : A catalog of selected items with prices defined generally or for a specific partner.
• Payment Method : It is the method by which payment is expected to be made or received.
• Sales Representative : The person in charge of a document.
• Person in Charge : An employee that is responsible for the project.
• User/Contact : An acquaintance to reach for information related to the business partner.
• Status : Indicates the current status of the contract.
• Contract Total Amount
• Summary Level : A means of grouping fields in order to view or hide additional information.
• Project Category : Project Category
• Project : Identifier of a project defined within the Project & Service Management module.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Lines

contract can be composed by lines providing information about the type of exchanged product or service, approximate quantities and amounts.

• Project : Identifier of a project defined within the Project & Service Management module.
• Organization : Organizational entity within client
• Line No.
• Search Key : A fast method for finding a particular record.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Product : An item produced by a process.
• Starting Date : A parameter stating when a specified request will begin.
• Ending Date : The date that a task, process, or action is to be completed or delivered by.
• Description : A space to write additional related information.
• Partner Address : The location of the selected business partner.
• Person in Charge : An employee that is responsible for the project.
• Payment Terms : The setup and timing defined to complete a specified payment.
• Price List : A catalog of selected items with prices defined generally or for a specific partner.
• Payment Method : It is the method by which payment is expected to be made or received.
• Invoice Zone
• Invoicing Type
• Invoice Frequency : How often invoices will be generated
• Day of the Period
• Project Status : Indicates the current status of the project.
• Invoice Plan Total Amount
• Amount Per Period
• Set Accounts amount
• Project Category : Project Category
• Project : Identifier of a project defined within the Project & Service Management module.
• Name : A non-unique identifier for a record/document often used as a search tool.
• Client : Client for this installation.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Active : A flag indicating whether this record is available for use or de-activated.

Invoice Plan

A invoicing plan is defined at contract line level. For each contract line you can configure the invoicing plan, it could be slightly different depending on the kind of business process you are carrying out.

• Organization : Organizational entity within client
• Line No. : A line stating the position of this request in the document.
• Starting Date : A parameter stating when a specified request will begin.
• Ending Date : A parameter stating when a specified request will end.
• Description : A space to write additional related information.
• Invoice Date : Invoice Date
• Net Unit Price : The price that will be paid for a specified item.
• Quantity : The number of a certain item.
• Line Net Amount : The final amount of a specified line, based only on quantities and prices.
• Block Invoice
• Processed : A confirmation that the associated documents or requests are processed.
• Active : A flag indicating whether this record is available for use or de-activated.
• Project : Identifier of a project defined within the Project & Service Management module.
• Invoiced Quantity : The total number of a product included in an invoice to a business partner.
• Status
• Invoice Plan Item
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Client : Client for this installation.

Budget

• Organization : Organizational entity within client
• Account Element : A identification code for an account type.
• Period : A specified time period.
• Description : A space to write additional related information.
• Amount : A monetary total.
• Accounting Schema : The structure used in accounting including costing methods, currencies, and the calendar.
• Client : Client for this installation.
• Budget Line

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