Create a deposit contract item
/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/retainer-contracts/create-a-deposit-contract-item
section
2026-02-19T17:09:06+01:00
# Create a deposit contract item
## Before you proceed
By using the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window, you must create a
non-stock item to be used for the creation of deposit contract items.
No special
settings are required for this item; we recommend only that in the **Sales account** field on the **General ledger accounts** tab of the window, you specify a
designated liability account to post deposit-related transactions to.
For details on
configuring non-stock items, see: [About non-stock item support](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/about-non-stock-item-support/).
1. Go to the [Contract items (CT201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-items-ct201000/) window.
1. Click .
1. Optional: In the **Contract item** field, specify the unique ID of the deposit contract item.
IDs of contract items are
formed in accordance with the **CONTRACTITEM** segmented key.
If the
**Contract item** field contains the
`` place holder, it means that auto-numbering is
enabled for a key segment and the system will assign the ID
automatically. Otherwise, you should specify the ID
manually.
1. In the **Description** field, type a brief description of the deposit contract item.
1. In the top part of the **Price options** tab, do the following:
1. In the **Maximum allowed quantity** and the **Minimum allowed quantity** fields, type the limits of the retainer quantity.
1. In the **Default quantity** field, type the quantity of retainers that is included in the contract by default. This value can be modified in a contract template or a contract, as long as it is within the allowed limits.
1. In the **Currency ID** field, select the currency of the contract item. Within each contract item, you should use non-stock items priced in the same currency.
1. In the **Setup and renewal** section, do the following:
1. In the **Setup item** field, select the non-stock item you have configured.
1. In the **Setup pricing** field, select the pricing policy. The following options are available:
+ **Use item price**: The base price of the non-stock item is used. If a price is configured for a customer price class and a customer that purchases this service belongs to this price class, then the price from the customer price class is used.
+ **Percent of item price**: The price is a percentage calculated by applying the percent specified in the **Item price/percentage** field to the base price of the non-stock item.
+ **Enter manually**: The price is specified manually and can not be changed later in a contract.
1. In the **Retain rate** field, specify the percent of the deposit amount at which the user viewing contract details will receive a system warning.
1. Select the **Deposit** check box to mark this contract item as the one to be used as the retainer.
1. Select the **Refundable** check box if you want to allow the retainer to be refunded if the contract is terminated. The retainer is refunded if both the contract template and the deposit contract item are marked as refundable. The balance of the retainer at the date of termination is refunded.
1. Click .
Now you can proceed to creating a contract item that represents a service provided
recurrently.
When you create the service contract item in the [Contract items (CT201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-items-ct201000/) window, you specify the deposit contract
item you have configured in the **Deposit item** field on the
**Price options** tab of this window.
Related pages
Concepts
Tasks
Windows