Visma.net ERP
Activate a contract
You use the Customer contracts (CT301000) window to activate a
contract.
This operation is available only for contracts with the Pending
activation status.
- In the Contract ID field, select the contract you want to activate.
- Click Actions, and then select the Setup contract action.
- In the Setup contract dialog box, specify date of contract activation and click OK.
When the operation is completed, the following actions occur:
- The contract gets the Active status.
- The activation date becomes unavailable for editing.
- If the invoicing schedule starts on the activation date, the Expiration date field and the Invoicing schedule section are filled with details.
- An invoice for prepaid services is issued. If the invoicing schedule starts on the activation date, the invoice also includes a renewal fee if the fee is configured to be collected on contract activation. You can view the invoice details on the Sales history tab of the window.
Now you can proceed with usage recording. For details, see About contract usage recording.
Related concepts
About contract setup and activation
Related tasks
Set up and activate a contract simultaneously
Related windows
