Overview

Create and view contracts.

General

Update, modify, or view the contract details.

Financial

Set up terms of payment and posting profiles for the contract.

Dimension

Set up dimension codes for the contract.

Contact Information

Update the contact information for the employee in charge of the contract.

Contract amount

Analyze the turnover of the customer or vendor for the selected contract.

Queries

Open a menu containing the following items:

• Linked sales orders- Define and inquire about sales orders with reference to the selected contract.

• Linked services invoices- Define and inquire about free text invoice details with reference to the selected contract.

• Nonlinked sales orders- Define and inquire about sales orders without reference to the selected contract.

• Nonlinked services invoices- Define and inquire about free text invoice details without reference to the selected contract.

  Note
  These options are available only if the partner type is Customerfor the selected contract.

The following options are available if the partner type is Vendor:

• Linked purchase- Define and inquire about purchase orders with reference to the selected contract.

• Nonlinked purchase- Define and inquire about purchase orders without reference to the selected contract.

Note
The Queriesbutton is activated only for contracts with a Workor Closedstatus.

Contact Details

Update the customer or vendor contact details for the selected contract.

Trade agrmt.

Define and inquire about the trade agreements related to sales or purchase prices, line discounts, multiline discounts, total discounts, and discounts on supplementary items for the selected contract.

Note
The Sales priceand Purchase priceoptions are available only for the partner types Customerand Vendor, respectively.

Commission calculation

Set up the commission percentage for the selected contract.

Partner type

Select the type of the contract partner from the following options:

• Customer– Create a contract with a customer.

• Vendor- Create a contract with a vendor.

Contracts group

Select a contract group for the contract.

DVR

The registration number assigned for the contract, based on the number sequence specified for the contract group in the Contract groupsform.

Date

Enter the contract date.

Contract No.

Enter a code for the contract.

Note
This must be same as the DVR number for contracts created with customers.

Partner code

Select the customer or vendor code.

Currency

Select a currency code for the contract.

Contract sum

Enter the contract amount.

Status

Select the status of the contract from the following options:

• Not formed– If the contract is in Draft status and need not be referred in any customer or vendor transactions.

• Work– If the contract must be activated for reference in customer or vendor transactions.

• Closed– If the contract is closed.

Name

The name of the contract partner.

Start date

Enter the contract start date.

End date

Enter the contract end date.

Subject of a contract

Enter the subject of the contract.

VAT

Enter the Value Added Tax (VAT) for the contract amount.

Posting Profile

Select a profile to control the posting of customer or vendor transactions related to the selected contract.

Note
If a posting profile is not selected in this field, then the posting profile specified in the Accounts receivable parametersor Accounts payable parametersform is used to post the transactions.

Posting profile with prepayment

Select a profile to be used to post prepayments made for the contract.

Note
If a posting profile is not selected in this field, then the prepayment posting profile specified in the Accounts receivable parametersor Accounts payable parametersform is used for posting prepayments.

Terms of payment

Select a code to identify the payment term for the contract.

Method of payment

Select a code to identify the default method of payment for the contract.

Payment specification

Select a specification code for handling payments for the contract.

Payment schedule

Select a code to identify the payment schedule for the selected contract.

Payment day

Select a code to identify the payment due dates for the selected contract.

Cash discount

Select a cash discount code for the selected contract.

Amount difference in tax accounting

Select the check box to accrue the amount differences in tax accounting for the selected contract.

Credit limit

Enter the credit limit amount for the contract.

Department

Select the dimensional value for the department.

Cost center

Select the dimensional value for the cost center.

Purpose

Select the dimensional value for the purpose.

Telephone

Enter the telephone number of the employee associated with the selected contract.

Extension

Enter the employee's telephone extension number.

Mobile phone

Enter the employee's mobile number.

Fax

Enter the employee's fax number of the employee.

E-mail

Enter the employee's e-mail address.

Internet address

Enter the employee's Internet home page.

Telex number

Enter the employee's telex number.

Line of business

Select a code to identify the employee's line of business.

Contact

Select the name of the external contact for the contract.

Employee

Select a code of the employee who is responsible for the contract.

Employee name

The employee's name.

VAT operation code

Select the operation code for the VAT declaration.

VAT charge

Select the source of VAT accrual from the following options:

• From vendor funds- VAT payment is made from the vendor's income.

• From own funds- VAT payment is made from the tax agent's funds.