Visma Net
About contract preparation
To create a new contract in the Customer contracts (CT301000) window, you
select a template and a customer account.
This window is filled in with default values provided by
the selected template and the customer account.
You may then change the included quantity of
contract items within the allowed limits and modify invoicing information.
You can modify the list
of contract items if such modifications are allowed in the selected contract template.
Also, you
can change the prices if the pricing policy of the contract item allows it.
A newly created contract has the Draft status.
Contract IDs
Contract IDs are based on the CONTRACT segment key, which inherits its
structure from the PROJECT segment key.
To be able to distinguish contracts from
projects in lookup lists, reserve one segment of the key for a value designating whether an
ID belongs to projects or contracts. Consider two examples of defining the keys:
- You can configure two segments in the PROJECT segment key: a two-letter segment
with two possible values (PR and CT) to designate the type of ID, and a
10-character auto-numbered segment to identify the particular project or contract.
For the second segment of the CONTRACT key, you can assign a different numbering sequence to maintain the numbers for contracts independently from those of projects. - If you decide to define a one-segment structure for the PROJECT key with an auto-numbered segment, you can assign different numbering sequences to the PROJECT and CONTRACT keys. Create the sequence intended for projects with PR as a prefix, and define the sequence intended for contracts with the CT prefix.
Related concepts
About prior configuration of contracts
About contract setup and activation
About contract usage recording
Related tasks
Make changes to contract services
Related windows
