Contract list
The Contract list contains contracts with business partners: main contracts and, when required, additional agreements. These catalog records are reused in sales, purchase, payment, and settlement documents.
How to open
Open Contracts from any of these paths:
- Sales → Catalogs → Contracts;
- Purchases → Catalogs → Contracts;
- Tax → Catalogs → Contracts;
- CRM → Catalogs → Contracts.
All four entries open the same list. The commands you can use depend on your role permissions.
Search and filters
In Search, enter part of a contract name, contract number, or business-partner name. Search checks localized names, so you can find a contract using a language in which its card was completed.
The filter button opens advanced conditions. You can narrow the list by organization, business partner, contract type, settlement type, currency, date, amount, disabled status, and deletion status. The option for showing additional agreements includes them in the general result; leave it off when you only need main contracts. The refresh button reloads the list using the current conditions.
Data and actions
The table shows the identifier, date, number, organization, contract type, business partner, amount, currency, and name. Select an available column header to change sorting, or use pagination at the bottom.
Create opens a new card. Edit opens the selected record. The Actions menu contains standard operations available for a contract: copy, disable or enable, mark as deleted or restore, and import or export. Before running an action, confirm which row is selected.
The information panel for the selected contract contains main details, related operations, and reports. It lets you review the record context without opening the edit form.
Related forms
- — create and edit all contract details.
- — choose a contract in documents and selector fields.