Configure a contract

Before you proceed

Make sure that the contract template you want to base the contract on is active (the Active check box is selected), the date of contract creation is later than the Effective from date and sooner than the Discontinue after date of the template, and the template currency matches the customer currency.
If you want to apply a discount to the contract, make sure that it is properly configured.

1. Go to the Customer contracts (CT301000) window.
2. Click .
3. Optional: Specify the ID manually in the Contract ID field.
   If the field contains the <NEW> place holder, it means that auto-numbering is enabled for a key segment and the system assigns the ID automatically.
4. In the top part, do the following:
   1. In the Contract template field, select the contract template that the new contract should be based on.
      The system automatically fills in the invoicing policy settings and the list of services with the default values from the selected template.
   2. In the Customer field, select the customer account you want to configure the contract with.
   3. Optional: Change the customer location and contract description.
5. On the Summary tab, do the following:
   1. In the Setup date field (and optionally the Activation date field), specify the dates of the contract being signed and the start services being provided. These dates are to be displayed by default and can be changed in the Activate contract dialog box, which opens when you invoke the Set up contract or Activate contract action. The fields become read-only after the respective action has been performed.
   2. Optional: Modify the following settings if needed: Grace period, Renew automatically, and Invoice information.
   3. Optional: In the Contract management section, assign the contract owner and salesperson.
6. On the Details tab, do the following:
   1. In the Promo code field, select the discount to be applied to the prices of items.
   2. If the contract template allows modification of the contract items included, change the quantity and description of items, add new items, and delete listed items, as needed. (Use the applicable buttons in the table toolbar to add and delete rows.) Also, you can enter new prices for non-stock items that have the pricing policy set to the Enter manually option.
7. In the window toolbar, click .

After the contract preparation is finished, you can proceed to signing and activating it.