---
title: "About contract preparation"
description: "To create a new contract in the Customer contracts (CT301000) window, you select a template and a customer account."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation/about-contract-preparation/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation/llms.txt


# About contract preparation

Last modified February 19, 2026

> To create a new contract in the Customer contracts (CT301000) window, you select a template and a customer account.


For more information: [Customer contracts (CT301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/index.md).

To create a new contract in the [Customer contracts (CT301000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/index.md) window, you
select a template and a customer account.

This window is filled in with default values provided by
the selected template and the customer account.
You may then change the included quantity of
contract items within the allowed limits and modify invoicing information.
You can modify the list
of contract items if such modifications are allowed in the selected contract template.
Also, you
can change the prices if the pricing policy of the contract item allows it.

A newly created contract has the **Draft** status.

## Contract IDs

Contract IDs are based on the **CONTRACT** segment key, which inherits its
structure from the **PROJECT** segment key.
To be able to distinguish contracts from
projects in lookup lists, reserve one segment of the key for a value designating whether an
ID belongs to projects or contracts. Consider two examples of defining the keys:

1. You can configure two segments in the **PROJECT** segment key: a two-letter segment with two possible values ( **PR** and **CT** ) to designate the type of ID, and a 10-character auto-numbered segment to identify the particular project or contract. For the second segment of the **CONTRACT** key, you can assign a different numbering sequence to maintain the numbers for contracts independently from those of projects.
1. If you decide to define a one-segment structure for the **PROJECT** key with an auto-numbered segment, you can assign different numbering sequences to the **PROJECT** and **CONTRACT** keys. Create the sequence intended for projects with **PR** as a prefix, and define the sequence intended for contracts with the **CT** prefix.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/manage-contracts-overview/index.md">Manage contracts - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/about-prior-configuration-of-contracts/index.md">About prior configuration of contracts</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/about-the-contract-life-cycle/index.md">About the contract life cycle</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-setup-and-activation/about-contract-setup-and-activation/index.md">About contract setup and activation</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-usage-recording/about-contract-usage-recording/index.md">About contract usage recording</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-invoicing/about-contract-invoicing/index.md">About contract invoicing</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-renewal/about-contract-renewal/index.md">About contract renewal</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/contract-examples-overview/index.md">Contract examples - overview</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation/configure-a-contract/index.md">Configure a contract</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/configure-a-contract-template/index.md">Configure a contract template</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-contracts/make-changes-to-contract-services/index.md">Make changes to contract services</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/index.md">Customer contracts (CT301000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-items-ct201000/index.md">Contract items (CT201000)</a></li>
</ul>


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