Once a contract is created policy items can be added to the contract. See related topics for more information about contracts and accounts.
Function right 28 [System, Maintenance, Security, Function rights, Logistics] is responsible for the rights of creating and maintaining contracts. This function right is by default linked to the role 'F&A Staff'. Users with this role are able to create and maintain the contracts.
In this section the main contract information is shown.
Customer
The field represents the account name. Using the hyperlink it brings you to the account card of the customer.
Contract
The field represents the contract number. Using the hyperlink it brings you to the contract.
Description
You can give any name or you can leave it blank.
In this section the policy items, etc can be selected.
Item
This field represents the policy item the customers wants to buy.
Start date
This is the day the customer starts to work with the policy.
Date: prolongation
This is the date the prolongation process is started for this item however policy items will not prolonged.
Final date
The policy does not supply anymore for the customer. Therefore the final date is used to indicate this.
Prices: Default
The setting is used to instruct logistics system layer to apply default prices (prices from standard price list) instead of prices from special price list and/or price agreements.
Price
You can change the total price in case you calculated a different price for the policy item in total for the customer.
Currency
The same currency is shown as it is in the contract card itself.