User Tools
en:handbuch:kapitel_2:2.4.05_vertrag
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
en:handbuch:kapitel_2:2.4.05_vertrag [2009/10/06 16:25] 192.168.0.76 |
en:handbuch:kapitel_2:2.4.05_vertrag [2019/10/25 14:11] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| [[2.4.04_auftragsbestaetigungsposition|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.4.06_vertragsposition|{{|next}}]] | [[2.4.04_auftragsbestaetigungsposition|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[2.4.06_vertragsposition|{{|next}}]] | ||
| - | ====== 2.4.05 Contract ====== | + | ====== 2.04.05 Contract ====== |
| Line 8: | Line 8: | ||
| Furthermore, the payment plan can be stored in the contract. | Furthermore, the payment plan can be stored in the contract. | ||
| - | **Tip:** For more on this subject see chapter [[4.4.07 Contract Administration]]. | + | {{:en:handbuch:kapitel_2:contract1.png|}} |
| - | + | ||
| - | {{:handbuch:kapitel_2:vertrag1.gif?direct}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
| - | On the "Master Data" tab: | + | On the "Master data" tab: |
| * **Description:** This alphanumerical field specifies the contract and is used as the invoice number. | * **Description:** This alphanumerical field specifies the contract and is used as the invoice number. | ||
| * **Project:** In this field the project is selected for which the periodical services are rendered and to which invoice it should be generated. Projects can be defined and modified in the project form. | * **Project:** In this field the project is selected for which the periodical services are rendered and to which invoice it should be generated. Projects can be defined and modified in the project form. | ||
| * **Customer:** This field specifies the invoice recipient for the periodical invoices. The customer can be defined and modified in the contact form (with the contact type customer). | * **Customer:** This field specifies the invoice recipient for the periodical invoices. The customer can be defined and modified in the contact form (with the contact type customer). | ||
| - | * **Contact Person:** This field specifies the contact person of the invoice recipient. This field is filled with contact person of this customer after selecting a customer. When issuing an invoice the differung address of the contact person (if needed)is used as the invoice address. The contact person is administered in the contact input menu. | + | * **Contact Person:** This field specifies the contact person of the invoice recipient. This field is filled with contact person of this customer after selecting a customer. When issuing an invoice the differui address of the contact person (if needed)is used as the invoice address. The contact person is administered in the contact input menu. |
| * **Payment Mode:** This select box consists of the "Milestone", "Periodical" and "Plan" options. With the "Milestone" option payment modes are stored in selected milestones and when the milestone is completed the system generates an advanced payment invoice. With the "Periodic" option entering data in the field "Period" is necessary. The system then generates the periodical invoices (see also 4.4.6 Administer Contracts). With the "Plan" option, a payment plan is the basis for invoicing (see also Payment Plan). | * **Payment Mode:** This select box consists of the "Milestone", "Periodical" and "Plan" options. With the "Milestone" option payment modes are stored in selected milestones and when the milestone is completed the system generates an advanced payment invoice. With the "Periodic" option entering data in the field "Period" is necessary. The system then generates the periodical invoices (see also 4.4.6 Administer Contracts). With the "Plan" option, a payment plan is the basis for invoicing (see also Payment Plan). | ||
| - | * **Period:** Periods for the contracts can be defined in this drop-down box, when payment mode type = Periodical is selected. The following periods are available: daily, weekly, monthly, quarterly und yearly. In this field, the total amount for the costs from the selected periods is displayed for the cumulated amount. | + | * **Period:** Periods for the contracts can be defined in this drop-down box, when payment mode type = Periodical is selected. The following periods are available: daily, weekly, monthly, quarterly and yearly. In this field, the total amount for the costs from the selected periods is displayed for the cumulated amount. |
| * **Time Span (from/to):** The elements from/to specify the duration of the defined contracts and are necessary fot the option payment plan type = "Periodical". | * **Time Span (from/to):** The elements from/to specify the duration of the defined contracts and are necessary fot the option payment plan type = "Periodical". | ||
| * **Net Amount:** The net amount of the invoice for the defined contract is entered in this field, when the payment plan type = "Periodic" is selected. | * **Net Amount:** The net amount of the invoice for the defined contract is entered in this field, when the payment plan type = "Periodic" is selected. | ||
| - | * **Value-Added Tax:** In this field the value-added tax which is valid for this invoice is entered through the drop-down box. By default, this field is preset with the valid tax rate from the assigned country used from the configuration form. The value-added tax can be defined and modified in the value-added tax form. | + | * **Value-Added Tax:** In this field the value-added tax which is valid for this invoice is entered through the drop-down box. By default, this field is pre-set with the valid tax rate from the assigned country used from the configuration form. The value-added tax can be defined and modified in the value-added tax form. |
| * **Total Amount:** In this field the total amount of the invoice for the defined contract is entered, when the payment plan type = "Periodical" is selected. | * **Total Amount:** In this field the total amount of the invoice for the defined contract is entered, when the payment plan type = "Periodical" is selected. | ||
| * **Period Begin:** If this box is marked, billing starts from the first day of the period (otherwise on the last day of the period), when the payment plan type = "Periodical" is selected. | * **Period Begin:** If this box is marked, billing starts from the first day of the period (otherwise on the last day of the period), when the payment plan type = "Periodical" is selected. | ||
| Line 31: | Line 29: | ||
| * **Payment Plans:** The payment plans for the contract are administered here (see also 4.4.6 Administer Contracts). (see also 4.4.6 Verträge verwalten) | * **Payment Plans:** The payment plans for the contract are administered here (see also 4.4.6 Administer Contracts). (see also 4.4.6 Verträge verwalten) | ||
| - | {{:handbuch:kapitel_2:vertrag2.gif?direct}} | + | {{:en:handbuch:kapitel_2:contract2.png|}} |
| On the "Misc" tab: | On the "Misc" tab: | ||
| * **Contract:** This numerical field assigns a unique identification number to the contract from the system automatically. | * **Contract:** This numerical field assigns a unique identification number to the contract from the system automatically. | ||
| - | * **Configuration:** This element contains the configuration or the product for maintenance and service and/or the domans or subscriptions.The configuration can be administered in Collections. | + | * **Configuration:** This element contains the configuration or the product for maintenance and service and/or the domains or subscriptions.The configuration can be administered in Collections. |
| * **Release:** This element specifies the version number for the above defined configuration. The version can be administered in Collections. | * **Release:** This element specifies the version number for the above defined configuration. The version can be administered in Collections. | ||
| * **Scope:** This element specifies the scope of service for the service or scope of supply for the item for the contract. This scope can be administered in Collections. | * **Scope:** This element specifies the scope of service for the service or scope of supply for the item for the contract. This scope can be administered in Collections. | ||
en/handbuch/kapitel_2/2.4.05_vertrag.1254839129.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
