Open the page Contract List and click on New.
The following values should be entered at the Contract header:
Field
Description
Starting Date
Defines the start date of the entire Contract The value entered here is transferred to the Contract lines, but can be changed per Contract line.
Ending Date
Defines the end date of the entire Contract The value entered here is transferred to the Contract lines, but can be changed per Contract line.
Billing Type
Defines how often to invoice (monthly, quarterly, annually, etc.)
Source Type
Customer
No.
Customer No.
For more information, see Contract Card.
In addition, define default values for the Contract lines for the Cancellation and Indexing sections.
As soon as the Contract number, the origin number and the Customer number have been entered in the Contract header, you can enter the Contract line.
The status in the Contract line cannot be edited. When a new Contract is created, the default status from the NCRC Recurring Contracts Setup is automatically applied. Status changes can only be made using the associated feature.
Select the type and No. of the object (Item, G/L Account, Resource) you want to invoice your Customer and enter the quantity as well as the price per invoicing period.
All other values are taken from the Contract header and can be adjusted per Contract line.
Create new Contract from Sales Quote/Sales Order
In the sales quote/sales order, under Actions > Function > NCRC Recurring Contracts > Create New Contract, select to create a new Contract.
A new page then opens where you can enter Contract-specific information. The values are then transferred to the Contract header and automatically applied to the Contract lines.
The sales offer or sales order can then be deleted (or archived).
In the newly created Contract, the values from the offer or order lines are automatically transferred to the Contract lines, whereby the quantity in the offer/order then corresponds to the quantity to be invoiced per period.
Change the status, to the Active status defined in the NCRC Recurring Contracts Setup, to generate invoices from your Contract.
Adding Sales Offer/Sales Order Lines to existing Contract
If a Contract already exists for a customer, you can also add offer or order lines to it. To do this, use Actions > Function > NCRC Recurring Contracts > Add lines to existing Contract.
A selection list of all Contracts will then open for the Customer and the desired Contract can be selected. The sales line is then created as a new line in the Contract.
Further Stepts see Billing
