Skip to content

Working with Contract Lines

Contract Lines define the individual positions of a contract. They represent products, services, or conditions and can be created manually after the contract is set up, or generated automatically based on the Price Type (Tag, Monat, Jahr).

Adding Contract Lines

  • Contract Lines are not part of the Contract Wizard.
  • They can be added or edited after the wizard ends, when the Contract Card opens.
  • This allows users to build up the commercial details of the contract after the basic setup is complete.

Indentation Levels

Contract lines are structured hierarchically:

  • Main Lines
  • Represents the main contract line.
  • Defines the overall information period (Start Date, End Date, Price Type).

  • Can be used as the template for generating subordinate lines.

  • Subordinate Lines

  • Created automatically when using the Generate Lines action.
  • Represents the period-specific lines (e.g., monthly or yearly billing).
  • Inherited from the main line but split into smaller periods.
  • Become read-only once the billing period has started.

Price Type and Line Generation

The Price Type controls how subordinate lines are created:

  • Fix – A fixed amount for the whole contract period. No subordinate lines are generated.
  • Variable – Quantity and unit cost can vary, subordinate lines reflect changes.
  • Tag / Monat / Jahr – The system splits the contract line into daily, monthly, or yearly subordinate lines.

When Generate Lines is executed on an Main line:
- Subordinate lines are created automatically.
- Each line covers the correct period (day, month, or year).
- Line totals are calculated accordingly.

Changing Contract Line Pricing

  • Contract line pricing can be adjusted using the Change Pricing action.
  • Opens a wizard to modify Unit Cost, Start Date, End Date, and Invoice Period.
  • Existing values are prefilled and can be updated as needed.
  • The wizard validates that the Start Date is before the End Date.
  • Changes are applied directly to the selected contract line.
  • Does not create new lines – it only updates the existing one.

Key Fields

Field Description
Contract Line Type Type of line (e.g., Item, Service, Resource)
No. Reference number for the line
Description Description of the line
Price Type Defines billing cycle (Fix, Variable, Tag, Monat, Jahr)
Start Date / End Date Validity period for the line
Invoice Period Billing frequency
Quantity Quantity billed per period
Unit Cost Cost per unit
Line Amount Total calculated amount
Mapped No. Drill-down to related documents
Dimensions Dimension codes for reporting

Actions

Action Description
Generate Lines Creates subordinate lines for the defined period based on Price Type.
Related Documents Opens documents linked to the line via Mapped No.
Edit Line Opens detailed editing view for the selected line.
Change Pricing Opens the Change Pricing Wizard, allowing users to modify Unit Cost, Start/End Dates, and Invoice Period for the selected contract line.
Show All Displays all lines, including expired ones.
Show Main Filters to Main lines.
Show Active Shows only active subordinate lines.
Show Expired Shows expired subordinate lines.

Notes

  • Contract Lines can only be managed after the wizard has finished.
  • Use the Main lines to define overall contract periods.
  • Use the Generate Lines function to split those periods into period-specific subordinate lines.
  • Editing restrictions prevent accidental changes to active or fixed lines.
  • Drill-down on Mapped No. opens the related document for review.