Contract modal form
The Contract modal form is used to create and edit contracts with business partners. The selected contract type determines the fields on the Accounting tab and the values filled in automatically.
Open the form from the : select Create, or select a row and choose Edit. Normally, the organization, business partner, currency, and required contract type should already exist.
General information
Fields marked with an asterisk are required.
| Field | How to complete it |
|---|---|
| Organization | The organization on whose behalf the contract is concluded. After the organization is selected, its base accounting currency is filled in and its responsible-person and business-segment settings are applied. Changing the organization clears an incompatible contract type or business segment. |
| Responsible person | The employee or other person responsible for the organization. This field is required. |
| Business partner | The other party to the contract. It is required for a regular contract. |
| Contract type | Defines the business direction and accounting details. Available values depend on the organization. |
| Name | A localized contract name. Complete it in the primary content language; use the language switch at the bottom to enter other versions. |
| Number, Date | The registration number and contract date. A new record defaults to the current date. |
| Currency, Rate | The contract currency and, when needed, its rate. Currency is required. Selecting an organization fills in its base accounting currency. If the form is opened from a document, the document context determines the currency. |
| Main contract | Leave enabled for a standalone contract. The Additional agreements tab is available for this record. |
| Additional agreement, Main contract | Enable the additional-agreement option and select a parent contract. Main contract and additional agreement are mutually exclusive. |
| Print name | An optional localized name that can be used in printed forms. |
For a non-resident business partner, the settlement, VAT, and account settings intended for non-residents are filled in automatically. Review the supplied values before saving.
Contract terms
This tab contains commercial terms:
- Start date and End date — the validity period; a new contract defaults its start date to the current date;
- Price list and Price type — the price source and the rule used to apply it;
- Credit depth, days and Credit amount — the agreed deferral period and credit limit;
- Contract amount — the total agreed amount;
- Discount percentage — the contractual discount;
- Commission fee percentage — the fee rate for commission operations;
- Contract terms — localized free-form text.
These details do not replace source documents. Complete only the terms that your organization uses in its workflow.
Accounting
Until a contract type is selected, the tab prompts you to choose one first. After selection, default values are filled in from the contract-type settings; review them for the specific partner and operation.
The visible and required fields change with the legal-action direction.
| Contract direction | Main accounting details |
|---|---|
| Sale | Settlement type, VAT scheme and rate, goods transfer location, department, income article, customer settlement and advance accounts, and cash-flow article. |
| Purchase | Settlement type, VAT scheme and rate, goods receipt location, department, supplier settlement and advance accounts, and cash-flow article. For a VAT-paying organization, also review Tax purpose. |
| Loan received or provided | Settlement account and cash-flow article; most warehouse and goods fields are not used. |
| Free receipt | Goods receipt location, income article, current- and fixed-asset income accounts, and cash-flow article. |
| Free transfer | Goods transfer location, current- and fixed-asset cost articles, the corresponding cost accounts, and cash-flow article. |
| Received on commission | Settlement type, VAT scheme, receipt location, settlement and advance accounts, debt-recognition account, issued-advance and commission-fee accounts, debt-recognition option, and cash-flow article. |
| Transferred on commission | Settlement type, VAT scheme, receipt and transfer locations, settlement and advance accounts, debt-recognition account and option, and cash-flow article. |
Project is available as an additional analytic dimension. If the selected organization uses business segments, Business segment is required. For a VAT-paying organization, the form also validates tax details required by the selected contract direction.
Additional agreements
This tab is available only for a main contract. It displays the date, number, business partner, contract type, currency, and amount of child agreements.
Save the main contract before adding an agreement. Then open Additional agreements and select Add. If the main contract has unsaved changes, a prompt to save it appears. The new card receives its parent contract automatically.
Alternatively, create a new contract, disable Main contract, enable Additional agreement, and choose its parent using the .
Description
The Description tab contains optional multiline localized text. Use it to explain the contract’s purpose or special internal notes. Edit language versions with the content-language switch at the bottom of the form.
Validation and saving
- Complete every asterisk-marked field on General information and Accounting.
- Review values supplied from the organization, contract type, and partner status.
- Select Save to remain in the form, or Save and close.
- If a required field is empty, the form highlights it and does not complete saving.
A contract already used by a posted document cannot be changed: a restriction message appears when you try to save it. If new operations require different details, create another contract or an additional agreement according to your organization’s rules.
Related forms
- — search and manage records.
- — choose a contract from a document or selector field.