Expiring customer contracts (CT401000)
In this window, you can view contracts that will expire soon, as well as auto-renewable contracts, which have the Renew automatically check box selected.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
In this window, you can view contracts that will expire soon, as well as auto-renewable contracts, which have the Renew automatically check box selected. Contracts may be selected by customer class, contract template, and expiration period.
Expiration window
Use the elements in this area to specify the criteria for selecting contracts.
| Element | Description |
|---|---|
| Start date | The start date of the date range for which you want to display contracts. |
| Duration | The number of days included in the date range. The system will display contracts with expiration dates in this date range. |
| Show contracts available for mass renewal | A check box that you select to include the auto-renewable contracts that will expire during the specified date range. |
| Customer class | The class of the customers with similar settings. Leave the field blank to show information on all classes. |
| Contract template | A contract template used for contracts with similar settings. Leave the field blank to show information on all templates. |
The table
This table contains the list of contracts matching the criteria set in the top part. You can select a contract and view its details.
| Column | Description |
|---|---|
| Contract ID | The contract’s ID. Click the ID to navigate to the Customer contracts (CT301000) window to see the details of the selected contract. |
| Description | A description of the contract. |
| Contract template | The template used for the contract. |
| Contract type | The type of contract. |
| Customer | The customer associated with the contract, by ID. |
| Customer name | The name of the customer. |
| Status | The status of the contract. |
| Setup date | The date of the contract setup. |
| Expiration date | The date when the contract expires. |
| Mass renewal | A check box that, if selected, indicates that the contract is available for mass processing and is to be displayed in the Renew contracts (CT502000) window. |
| Last invoicing date | The date of the most recent invoicing for the contract. |
| Next invoicing date | The date of the next invoicing for the contract. |