Contract preparation
/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation
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# Contract preparation
About contract preparation
/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation/about-contract-preparation
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To create a new contract in the Customer contracts (CT301000) window, you select a template and a customer account.
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# About contract preparation
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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/).
To create a new contract in the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) 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.
Related pages
Concepts
Tasks
Windows
Configure a contract
/visma-net-erp/help/customer-ledger/manage-contracts/contract-preparation/configure-a-contract
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# Configure a contract
## Before you proceed
Make sure that the contract template you want to base the contract on is active (the
**Active** check box is selected), the date of contract
creation is later than the **Effective from** date and sooner
than the **Discontinue after** date of the template, and the
template currency matches the customer currency.
If you want to apply a discount to
the contract, make sure that it is properly configured.
1. Go to the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window.
1. Click .
1. Optional: Specify the ID manually in the **Contract ID** field. If the field contains the **<NEW>** place holder, it means that auto-numbering is enabled for a key segment and the system assigns the ID automatically.
1. In the top part, do the following:
1. In the **Contract template** field, select the contract template that the new contract should be based on. The system automatically fills in the invoicing policy settings and the list of services with the default values from the selected template.
1. In the **Customer** field, select the customer account you want to configure the contract with.
1. Optional: Change the customer location and contract description.
1. On the **Summary** tab, do the following:
1. In the **Setup date** field (and optionally the **Activation date** field), specify the dates of the contract being signed and the start services being provided. These dates are to be displayed by default and can be changed in the **Activate contract dialog box**, which opens when you invoke the **Set up contract** or **Activate contract** action. The fields become read-only after the respective action has been performed.
1. Optional: Modify the following settings if needed: **Grace period**, **Renew automatically**, and **Invoice information**.
1. Optional: In the **Contract management** section, assign the contract owner and salesperson.
1. On the **Details** tab, do the following:
1. In the **Promo code** field, select the discount to be applied to the prices of items.
1. If the contract template allows modification of the contract items included, change the quantity and description of items, add new items, and delete listed items, as needed. (Use the applicable buttons in the table toolbar to add and delete rows.) Also, you can enter new prices for non-stock items that have the pricing policy set to the **Enter manually** option.
1. In the window toolbar, click .
After the contract preparation is finished, you can proceed to signing and activating it.
Related pages
Concepts
Tasks
Windows