Contract usage (CT303000)
By using this window, you can view invoiced and not yet invoiced usage of existing contracts.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You can also enter usage data, if needed.
The top part
In this area, you select an existing contract to view its usage and invoicing history.
- Contract ID
- The contract for which you want to view usage information.
The Transactions not yet invoiced tab
This tab contains various information about the not yet invoiced activities related to the contract.
- Branch
- The appropriate branch.
- Item ID
- The non-stock item to be invoiced.
- Description
- A description of the non-stock item.
- UoM
- The unit of measure used for the item.
- Quantity
- A number of units used for the item.
- Date
- The date of the activity, case, applied labour, or other usage (for the item).
- Case ID
- The link to the case whose invoicing resulted in this transaction. This column is displayed only if the Customer management functionality is enabled in the Enable/disable functionalities (CS100000) window.
The Transactions history tab
This tab displays information about the items of a contract that were invoiced. You can use the elements in the upper area of the tab to select a particular post period to view only specific usage in the table.
- Post period
- The post period for which you want to view invoicing information.
- Branch
- The appropriate branch.
- Item ID
- The non-stock item.
- Description
- A description of the non-stock item.
- UoM
- The unit of measure used for the item.
- Quantity
- The used quantity of the item (in the units of measure).
- Date
- The date of the activity, case, applied labour, or other usage (for the item).
- Type
- The type of the customer ledger document.
- Reference no.
- The reference number of the invoice. You can click the link to navigate to the Sales invoices (AR301000) window so you can view invoice details.
- Invoicing date
- The date when the invoice was issued.
- Case ID
- The ID of the case whose invoicing resulted in this transaction.
Related pages
Concepts
Tasks
- Configure a contract template
- Enter contract usage
- Set up per-activity invoicing
- Set up per-case invoicing
- Set up invoicing by the number of cases
- Configure a contract item
- Create a deposit contract item
- Configure a retainer contract
- View contract usage