Contract usage recording
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# Contract usage recording
About contract usage recording
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After contract activation, your company can start providing the services defined by the contract.
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# About contract usage recording
After contract activation, your company can start providing the services defined by the contract.
After contract activation, your company can start providing the services defined by the
contract.
The contract is invoiced in accordance with its invoicing schedule. Invoicing is performed
for usage accumulated during an invoicing period. If the contract is invoiced on demand, invoicing is
performed for usage accumulated up to the date of the invoicing.
Contract usage is the sum of used units of each non-stock item associated with the contract.
You can associate a non-stock item with the contract directly or through such system entities as
cases, activities, and expense claims.
You may want to track the usage of a particular non-stock item during a invoicing period or the
whole duration of the contract.
To track usage, you create a contract item, specify this
non-stock item as the one provided recurrently, and add the item to a contract template. When a
contract based on this template is activated, contract items that have non-stock items provided
recurrently are listed on the **Recurring summary** tab of the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window. Here you can view the usage of the contract item,
which is the sum of the used units of the non-stock item provided recurrently.
You can affect the contract usage in the following ways:
## Using cases
You can associate a case with a contract.
To recognise the invoiceable
time of a case as a contract item usage, you should assign a non-stock item that is provided
recurrently to a case class that is invoiced on a per-case basis.
When a case of this class is
closed and released, its invoiceable
time is added to the usage of the contract item.
The
invoiceable
time of cases associated with non-stock items that are not included in the contract
is presented on the invoice as a separate line.
For details on using contracts for cases
invoicing, see [About usage-based contracts](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/usage-based-contracts/about-usage-based-contracts/).
## Using case activities
If a case belongs to a case class that is invoiced on a
per-activity basis, you can associate the case with a contract as well.
When a case activity
is completed and released, the respective transaction can be viewed in the [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/) window. The invoiceable
time of activities associated with
non-stock items that are not included in the contract is presented on the invoice as a
separate line. For details on using contracts for activities invoicing, see [About usage-based contracts](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/usage-based-contracts/about-usage-based-contracts/).
## Using expense claims
You can associate the details of expense claims with a
contract.
After an expense claim is invoiced, a transaction for the details associated with a
contract can be viewed in the [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/) window. The quantity of details
associated with non-stock items that are not included in the contract is presented on the
invoice as a separate line. For details on managing expense claims, see [Process expense claims](/visma-net-erp/help/time-and-expenses/process-expense-claims/about-processing-expense-claims/).
## Using non-stock items
You can associate the usage of any non-stock item with a
contract by using the [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/) window.
The usage of non-stock items that
are not included in the contract is presented on the invoice as a separate line.
For details
on entering usage transactions, see [Enter contract usage](/visma-net-erp/help/customer-ledger/manage-contracts/contract-usage-recording/enter-contract-usage/).
You can enter item usage for past, current, and future invoicing periods.
If you have entered
transactions with a date in a past invoicing period, they will be invoiced in the next invoicing
period.
If you have entered a transaction with a date in the future, the transaction will be
invoiced in the invoicing period that contains the date. When you run a contract invoicing process,
the system checks the date of transactions and invoices those with a date before or the same as the
current business date.
Records of usage transactions are presented as invoice details according to the invoicing format settings of the applicable contract template.
Related pages
Concepts
Tasks
Windows
Enter contract usage
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# Enter contract usage
1. Go to the [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/) window.
1. In the **Contract ID** field, select the contract you want to enter usage for.
1. On the **Transactions not yet invoiced** tab, do the following:
1. Click  in the window toolbar.
The customer
account associated with the contract is selected by default as well
as the customer location, the current business date, and the branch
from which you are signed in. You can modify the values of all fields
except for the customer account.
1. In the **Item ID** column, select the non-stock item that you want to invoice the customer for.
1. In the **Quantity** column, type the number of used units.
1. In the window toolbar, click .
1. Repeat step 3 for each transaction.
You run the contract invoicing process to invoice the entered transactions.
For details on
contract invoicing, see: [About contract invoicing](/visma-net-erp/help/customer-ledger/manage-contracts/contract-invoicing/about-contract-invoicing/).
Related pages
Concepts
Windows
View contract usage
/visma-net-erp/help/customer-ledger/manage-contracts/contract-usage-recording/view-contract-usage
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You use the Contract usage (CT303000) window to view all usage transactions associated with a contract.
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# View contract usage
You use the Contract usage (CT303000) window to view all usage transactions associated with a contract.
For more information: [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/).
You use the [Contract usage (CT303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-usage-ct303000/) window to view all usage
transactions associated with a contract.
To view the usage of contract items
provided recurrently, you use the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window.
## View all contract transactions
1. In the **Contract ID** field, select the contract you want to view transactions for.
1. To view uninvoiced transactions, click the **Transactions not yet invoiced** tab, which shows the list of transactions that are not yet invoiced.
1. To view invoiced transactions, click the **Transaction history** tab.
The list of invoiced transactions is displayed. You can select a post period to narrow the results.
## View contract item usage
1. In the **Contract ID** field, select the contract you want to view usage for.
1. Click the **Recurring summary** tab, and view the list of contract items provided recurrently in the table.
For each contract item listed in the table, you can view:
+ In the **Included** column: The usage included in the contract by default and invoiced at the recurring price. (If the included usage is exceeded, the customer is invoiced for additional units at the price for extra usage specified in the respective contract item.)
+ In the **Used** column: The usage accumulated for the current invoicing period.
+ In the **Used total** column: The total usage accumulated from the contract activation date.
Related pages
Concepts
Windows