Visma Net
Set up and activate a contract simultaneously
In the Customer contracts (CT301000) window, you can simultaneously set
up and activate a contract.
This operation is available for contracts with the
Draft status only.
- Review the contract details to ensure that the contract meets the intentions of the parties, and make any needed changes.
- Click Actions, and select the Set up and activate contract action.
- In the Activate contract dialog box, specify the date of contract activation and click OK.
This operation triggers the following actions:
- The contract gets the Active status.
- The setup and activation dates become unavailable for editing.
- The Expiration date field and the Invoicing schedule section are filled with details, based on the template settings.
- An invoice is issued for the setup and prepaid services. The invoice also
includes a renewal fee if such a 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.