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Working with Contract Deadlines

Contract Deadlines in Contract Management help you to monitor and manage important contractual dates.
They define which events (e.g., renewals, cancellations, expirations) must be tracked, and who will be notified when the deadline is approaching.

The deadline information is displayed in the Contract Card within the Contract Deadlines FactBox/ListPart.

Purpose

  • Ensure that critical contract dates are not missed.
  • Automatically notify responsible persons about upcoming actions.
  • Provide a status overview of all deadlines per contract.

Structure of Contract Deadlines

Each deadline entry contains the following key information:

Field Description
Deadline Type Defines the type of deadline (e.g., renewal, termination).
Due Interval Specifies the relative time interval (e.g., 30 days before end date).
Due Date The calculated due date when the deadline becomes relevant.
Status Shows the current processing state of the deadline (e.g., pending, done).
Assigned To The person responsible for this deadline who will receive notifications.

Deadline Types

The system supports the following Deadline Types:

  • Contract Renewal
    Reminder for upcoming contract renewal dates.

  • Contract Termination
    Reminder for planned contract termination initiated by your organization.

  • Contract Termination Counterparty
    Reminder for termination communicated by the counterparty.

These types are used by the wizard to automatically create deadlines based on contract configuration.

Automatic Creation

  • Contract Deadlines cannot be created manually.
  • They are automatically generated when a contract is created using the Contract Creation Wizard, Contract Renewal Wizard,Contract Termination Wizard.
  • The rules for deadline creation depend on the contract type and its configuration (e.g., start date, end date, renewal and termination rules).

Notifications

  • Users listed under Assigned To are notified automatically when the deadline is approaching.
  • Notifications can be sent by email, depending on the configuration.
  • Multiple deadlines can be assigned to the same contract, covering different scenarios.

Accessing Deadlines

  1. Open the Contract Card.
  2. In the Contract Deadlines FactBox, you see all deadlines for the contract.
  3. Each entry shows its type, due date, status, and the responsible person.

Info

Since deadlines are created automatically by the wizard, you cannot add or delete entries directly.
They are system-generated to ensure consistency across contracts.

Workflow

  1. Contract Creation
  2. When a contract is created with the wizard, deadlines are automatically generated.

  3. They depend on the rules defined in the contract type.

  4. Monitoring

  5. The Due Date and Status are visible in the contract.

  6. The assigned user is notified according to the Due Interval.

  7. Notification

  8. Responsible users get reminders (by email).
  9. Once the deadline is handled, the Status is updated automatically.

Summary

  • Contract Deadlines ensure important contractual dates are tracked and notified.
  • They are automatically created by the Contract Wizard – manual creation is not possible.
  • Each deadline includes: type, interval, due date, status, and responsible person.
  • Supported deadline types are: Contract Renewal, Contract Termination, and Contract Termination Counterparty.
  • Notifications ensure timely action by the right stakeholders.
  • Deadlines are displayed directly on the Contract Card.