Prior configuration
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration
section
2026-02-19T17:09:06+01:00
# Prior configuration
About prior configuration of contracts
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/about-prior-configuration-of-contracts
page
Contracts come in various types, depending on the industry and company, but most contain similar elements and are maintained similarly.
2026-02-19T17:09:06+01:00
# About prior configuration of contracts
Contracts come in various types, depending on the industry and company, but most contain similar elements and are maintained similarly.
Visma Net provides capabilities that ease the processes of contract creation and maintenance.
You need to configure the following Visma Net entities before creating a contract:
## Contract template
A contract template serves as the base for a contract and
provides it with the default settings.
For each type of contract (such as a service agreement
or support plan) your company has with its customers, you can set up a contract template.
Then, when you create a contract, you select the appropriate contract template, which causes
the default settings to be filled in.
A contract template may also provide a list of products
and services that you want to sell.
These services and products are represented by contract
items, which you configure separately.
## Customer account
The customer account that you select for a contract provides the
invoicing and location details that are specific to the customer.
When you create a contract, in
addition to specifying the contract template, you specify the customer account, which causes
the system to fill in appropriate settings that are specific to the customer.
## Discount codes
If you want to give the customer a discount for services provided
recurrently through the contract, you should configure a discount code, which determines the
discount rate, the application rules, and the non-stock items it is applied to.
You can later
specify this discount code when you create a contract.
For details on configuring discounts, see: [Manage discounts](/visma-net-erp/help/customer-ledger/manage-discounts/).
This topic will help you to configure contract templates and contract items.
Related pages
Concepts
Tasks
Windows
About contract templates
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/about-contract-templates
page
A contract template, which is required for creating a contract, provides invoicing, refund, and renewal settings.
2026-02-19T17:09:06+01:00
# About contract templates
A contract template, which is required for creating a contract, provides invoicing, refund, and renewal settings.
A template for a particular type of contract can include as many details as
are needed for a typical contract of the type.
A template might provide all the contract details
except for the customer name and location, or it may contain only a few settings in addition to
the required ones.
A contract template may or may not determine the list of contract details, which are the
services and products that you want to sell.
These services and products are represented by
contract items, which you configure separately.
The list of details is created by adding the
contract items to a contract template.
When you are creating a contract and you select the
contract template to base it on, the list is copied to the contract.
You can modify the list of
items if this is allowed by the contract template (that is, if the **Enable template items override** check box is selected).
To prepare a contract template, you do the following:
+ Configure the contract template.
+ Configure the contract items that you want to add to the contract template, if any.
+ Add the contract items to the contract template.
Related pages
Concepts
Tasks
Windows
Configure a contract template
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/configure-a-contract-template
section
2026-02-19T17:09:06+01:00
# Configure a contract template
## Before you proceed
Make sure that the contract items you want to include in the contract template are
properly configured.
For details, see: [Configure a contract item](/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/configure-a-contract-item/).
If you want to invoice customers for the number of cases, you should also configure a
designated non-stock item.
For details see: [Set up invoicing by the number of cases](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/usage-based-contracts/set-up-invoicing-by-the-number-of-cases/).
1. Go to the [Contract templates (CT202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-templates-ct202000/) window.
1. Click .
1. Optional: Specify the ID manually in the **Contract template** field.
The unique ID of a contract template is
formed in accordance with the **TMCONTRACT** segmented key.
If the
**Contract template** field contains the
`` place holder, it means that auto-numbering is
enabled for a key segment and the ID is assigned automatically.
1. In the **Description** field, type a brief description of this contract template, including any relevant comments.
1. In the **Contract settings** section of the **Summary** tab, do the following:
1. In the **Contract type** field, select the expiration policy. The following options are available:
+ **Renewable**: Select this option if you are going to renew contracts based on this template. The renewal process changes the expiration date of a contract of this type and generates an invoice for a renewal fee, if there is one. A contract should be renewed during its grace period; otherwise, the renewal process changes the contract status to **Expired** and creates a copy of the contract with the **Draft** status.
+ **Expiring**: Select this option if you are not going to renew contracts based on this template. If you run the renewal process for such a contract, the contract status changes to **Expired** and a copy of the contract is created with the **Draft** status.
+ **Unlimited**: Select this option if you want contracts based on this template to have no expiration date. A contract of this type can be terminated only.
1. In the **Duration** fields, type the number of units and select the duration unit to specify the period when a contract based on this template is valid.
1. Select the **Refundable** check box if you want to refund the setup and renewal fee when a contract based on this template is terminated. The setup fee is refunded if both the contract and the contract item are marked as refundable. If a renewal fee is collected on activation, it is refunded along with the setup fee. If the contract is terminated, recurring charges are refunded in proportion to unused services.
1. If you have selected the **Refundable** check box, type the appropriate number of days in the **Refund period** field. If a contract based on this template is terminated during this period, the customer may claim a refund.
1. Select the **Renew automatically** check box if you want the contract based on the template to be available for mass processing and displayed in the [Renew contracts (CT502000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/renew-contracts-ct502000/) window.
1. In the **Grace period** field, type the number of days after the expiration date when services under a contract are still provided and the contract can be renewed according to its type. When you invoke the **Renew contract** action after the end of the grace period, a copy of the contract with the **Draft** status is created, regardless of the contract type.
1. In the **Currency** field, select the currency to be used for invoicing the customer. The customer's currency should match the template currency. You can include only contract items priced in the same currency.
1. Select the **Enable template items override** check box if you want to allow users to modify the list of contract items for each contract based on this template.
1. Select the **Automatically release customer documents** check box if you want Customer ledger documents generated during contract invoicing to be released automatically; otherwise, they will keep the **Balanced** status. The **Undo last action** command in the [Customer contracts (CT301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-contracts-ct301000/) window is not available for actions that involve released documents.
1. Optional: In the **Effective from** and **Discontinue after** fields, specify the period of time when the contract template is available for creating contracts based on it.
1. In the **Invoicing settings** section, do the following:
1. In the **Invoicing period** field, select the time period the contract invoicing schedule should be divided into. The following options are available: **Week**, **Month**, **Quarter**, **Year**, **Statement based**, and **On demand**. With the **On demand** option, invoicing is not scheduled and you can invoice a contract on any date. This option cannot be used with contract items that have recurring pricing configured and are not assigned to a deposit contract item.
1. In the **Invoice to** field, select the account that is to be invoiced for the contract. The following options are available: **Parent account**, **Customer account**, and **Specific account**.
1. In the **Invoicing schedule starts on** field, select the starting point of the contract invoicing schedule. The following options are available: **Setup date** and **Activation date**. The contract expiration date is calculated based on this setting.
1. In the **Invoicing format** field, select the format of invoices for invoicing contracts based on the template. The following options are available:
+ **Summary**: Contract item usage is summed up and shown as one line with the total quantity and total sum. The expense claims are shown individually.
+ **Detail**: Each contract item usage occurrence is shown as a separate line.
1. In the **Case count item** field, select the non-stock item used for counting cases associated with the contract. You can invoice a customer for the number of cases accumulated. For details, see: [Set up invoicing by the number of cases](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/usage-based-contracts/set-up-invoicing-by-the-number-of-cases/).
1. To add contract items to a contract template, switch to the **Details** tab, and do the following:
1. On the table toolbar, click . In the **Item code** column, select the contract item you want to offer to customers. The system fills related columns with the appropriate values automatically. You can change the item description and quantity within the allowed limits.
1. Repeat step 8.a for each contract item you want include in the contract template.
1. In the top part, select the **Active** check box to make the template available for creating contracts based on it.
1. In the window toolbar, click .
Now you can proceed to contract preparation.
Related pages
Concepts
Windows
About contract Items
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/about-contract-items
page
In Visma Net, a contract item defines the services and products, along with price and provision policies, that you want to offer to customers.
2026-02-19T17:09:06+01:00
# About contract Items
In Visma Net, a contract item defines the services and products, along with price and provision policies, that you want to offer to customers.
In Visma Net,
a contract item defines the services and products, along with price and provision policies, that
you want to offer to customers. A service or product provided as part of a contract is defined
as a non-stock item.
Thus, before you create contract items, you should consider what services
and products you will offer to your customers through contracts; you then create non-stock items
for each product and service. For each non-stock item, you specify the base price (which is used
to calculate the contract item price) and the General ledger sales account and subaccount used
to record item-related transactions.
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/).
Once you have configured the appropriate non-stock items, you configure the contract items.
A
contract item has three parts:
## 1. Setup
You configure this part of a contract item to specify the non-stock item you want to provide during contract setup and define the pricing policy to be used to calculate the setup price. Also, this part of the contract item is used to configure the deposit contract item used in retainer contracts.
## 2. Renewal
When you configure this part of a contract item, you specify the non-stock item you want to provide during contract renewal and define the pricing policy to be used to calculate the renewal price. You can configure the renewal price to be dependent on the setup price.
## 3. Recurring
When you configure this part of a contract item, you define the policy for the recurring invoicing, specify the non-stock item you want to provide recurrently, and define the pricing policy to be used to calculate the recurring price. For items that are provided recurrently, you can specify a price for extra usage. When item usage exceeds the included usage, the extra amount can be invoiced at another price. You can configure both the recurring and extra usage prices to be dependent on the setup price.
> [!NOTE]
> All non-stock items included in a contract item should be priced in the same currency.
For a contract item, you can configure all three of the parts listed above, any
two parts, or only one part.
For example: You might provide a customer with Visma Net
first and then provide support services recurrently.
In this case, you would
assign the Visma Net
to the setup part and support services to the recurring part of the contract
item.
Related pages
Concepts
Configure a contract item
/visma-net-erp/help/customer-ledger/manage-contracts/prior-configuration/configure-a-contract-item
section
2026-02-19T17:09:06+01:00
# Configure a contract item
## Before you proceed
Make sure that non-stock items are properly configured for each service you want to
include in a contract item.
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/).
The offered instruction is divided into four parts: general settings (required),
setup, renewal, and setting up recurring invoicing.
You can refer to the parts that
you need to configure the contract item you want to offer and skip other
parts.
1. Go to the [Contract items (CT201000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/contract-items-ct201000/) window.
1. Click .
1. Optional: Specify the ID manually in the **Contract item** field.
The unique ID of a contract item is 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 the key segment and the ID is assigned automatically.
1. In the **Description** field, type a brief description of the services included.
1. In the top part of the **Price options** tab, do the following:
1. In the **Maximum allowed quantity** and **Minimum allowed quantity** fields, type the quantity limits for the provided services.
1. In the **Default quantity** field, type the service quantity that is included in the contract by default.
This value can
be modified in a template or a contract within the allowed limits
(which are defined by **Maximum allowed quantity**and **Minimum allowed quantity**). If
service usage has exceeded the included quantity, the difference is
considered extra usage.
Allowed quantity limits are not applied to
extra usage.
1. In the **Currency ID** field, select the currency of this contract item. You should use non-stock items priced in one currency within each contract item.
1. To set up pricing for a service to be provided as a part of contract setup, in the **Setup and renewal** area, do the following:
1. In the **Setup item** field, select the non-stock item you want to provide and invoice when contract setup occurs.
1. In the **Setup pricing** field, select the pricing policy. The following options are available:
+ **Use item price**: Select this option if you want to use the base price of the non-stock item. 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**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the base price of the non-stock item.
+ **Enter manually**: Select this option if you want to specify the price manually in the **Item price/percent** field. Selecting this option means you can not modify the price later in the contract.
1. (Skip this step if you have selected **Use item price** in the **Setup pricing** field.) In the **Item price/percent** field, type the item price or percent, depending on the pricing policy you have selected.
1. Skip the **Retain rate** and **Deposit** elements, which are used only for creating a contract item to serve as a prepayment. For details, see: [Create a deposit contract item](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/retainer-contracts/create-a-deposit-contract-item/).
1. Select the **Refundable** check box if you want to allow the amount the customer paid for setup to be refunded in case of contract termination. The setup fee is refunded if both the contract template and this contract item are marked as refundable. If the renewal fee is collected on activation, it is refunded along with the setup fee. Recurring charges are refunded in proportion to unused services in case of termination.
1. Select the **Prorate setup** check box if you want to allow the amount the customer paid for setup to be invoiced in proportion to unused services in case of termination or changes in contract terms.
1. Optional: If you have finished specifying settings for the contract item, click . Otherwise, proceed with the part of instruction you need.
1. To set up pricing for a service to be provided when contract renewal occurs, on the **Setup and renewal** area, do the following:
1. In the **Renew item** field, select the non-stock item you want to provide and invoice when contract renewal occurs.
1. Select the **Collect renewal fee on activation** check box if you want to invoice the customer for services provided on renewal both at the moment of contract activation and at contract renewal. For a usage example, see: [About fixed-price contracts](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/about-fixed-price-contracts/).
1. In the **Renewal pricing** field, select the pricing policy. The following options are available:
+ **Use item price**: Select this option if you want to use the base price of the non-stock item. 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**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the base price of the non-stock item.
+ **Percent of setup price**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the setup price of the contract item.
+ **Enter manually**: Select this option if you want to specify the price manually in the **Item price/percent** field. Selecting this option means you can not modify the price later in the contract.
1. (Skip this step if you have selected the **Use item price** option in the **Renewal pricing** field.) In the **Item price/percent** field, type the item price or percent, depending on the pricing policy you selected.
1. Optional: If you have finished specifying settings for the contract item, click . Otherwise, proceed with the part of the instruction you need.
1. To set up pricing for service to be provided recurrently, in the **Recurring invoicing** area, do the following:
1. In the **Invoice type** field select the invoicing policy. The following options are available:
+ **None**: Select this option if you are not going to invoice the customer recurrently, and the elements of the **Recurring invoicing** area become unavailable.
+ **Prepaid**: Select this option if you want to invoice the customer at the beginning of the scheduled invoicing period.
+ **Postpaid**: Select this option if you want to invoice the customer at the end of the scheduled invoicing period.
1. In the **Recurring item** field, select the non-stock item that you want to provide and invoice recurrently.
1. Select the **Reset usage on invoicing** check box if you want the contract item usage to be reset after the invoicing for a previous invoicing period has been performed. If this check box is selected, the included quantity is set per invoicing period. If this check box is cleared, the included quantity is set for the whole duration of the contract, so clear the check box only if the invoicing period is equal to the contract duration.
1. In the **Recurring pricing** field, select the pricing policy. The following options are available:
+ **Use item price**: Select this option if you want to use the base price of the non-stock item. 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**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the base price of the non-stock item.
+ **Percent of setup price**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the setup price of the contract item.
+ **Enter manually**: Select this option if you want to specify the price manually in the **Item price/percent** field. Selecting this option means you can not modify the price later in the contract.
1. (Skip this step if you have selected **Use item price** in the **Recurring pricing** field.) In the **Item price/percent** field, type the item price or percent, depending on the pricing policy selected.
1. In the **Extra usage pricing** field, select the pricing policy to be applied to the service price if the customer has exceeded the service included quantity. The following options are available:
+ **Use item price**: Select this option if you want to use the base price of the non-stock item. 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**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the base price of the non-stock item.
+ **Percent of setup price**: Select this option if you want the price to be calculated by applying the percent specified in the **Item price/percent** field to the setup price of the contract item.
+ **Enter manually**: Select this option if you want to specify the price manually in the **Item price/percent** field. Selecting this option also allows to modify the price later in the contract.
1. (Skip this step if you have selected **Use item price** in the **Extra usage pricing** field.) In the **Item price/percent** field, type the item price or percent, depending on the pricing policy selected.
1. Optional: In the **Deposit item** field, select the deposit contract item you want to tie to the contract item you are configuring.
> [!NOTE]
> The deposit item is used only with contract items that offer service provided recurrently. For details on configuring, see: [About retainer contracts](/visma-net-erp/help/customer-ledger/manage-contracts/contract-examples/retainer-contracts/about-retainer-contracts/).
1. In the window toolbar, click .
Related pages
Concepts
Tasks
Windows