Search HansaManuals.com HansaManuals Home >> Standard ERP >> Sales Ledger >> Invoice Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.1 Create Menu - Invoice - Contract This page describes the 'Contract' function on the Create menu in the Invoice record window. If you are using iOS or Android, the 'Contract' function is on the + menu.--- The ability to create Contracts from Invoices can be useful if your business is one that sell both goods and the service or maintenance contracts to maintain those goods. Whenever you sell an Item, you can use the 'Contract' Create menu function to create a service contract for that Item, either immediately or at any later time. This function will transfer all relevant information (Customer, Items and Serial Numbers) to a new record in the Contract register, thus saving time and reducing the possibility of error. For the function to have any effect, you must first have saved all changes to the Invoice, although you do not need to have marked the Invoice as OK. In order to be able to create Contracts from Invoices, you should carry out the following preparation work:
The Factor, Class, Period Type and invoicing instructions on the 'Dates' card of the new Contract will be copied from the record for the Customer in the Customer Contract Defaults setting in the Contracts module. If there is no record in this setting for the Customer, they will be taken from the Contract Defaults setting in the same module. The function will check each Item on the Invoice to see if it has a connected Contract Item. If so, that Contract Item will be added to the 'Items' card of the new Contract, together with the Serial Number of the invoiced Item (on flip E). The Invoice Quantity will also be transferred to the Contract. Pricing will be determined by the Customer's Price List and Discount Matrix if it has them, not by the Price List and Discount Matrix in the Invoice from which the Contract was created. If there are no Items on the Invoice with connected Contract Items specified, no Contract will be created. The new Contract will not be marked as Accepted or OK and will not be given a Start Date, so you will not be able to raise Invoices from it immediately. The Invoice and the Contract will be connected to each other through the Link Manager. This allows you to open the Invoice quickly and easily when reviewing the Contract, or to open the Contract from the Invoice. You can use Access Groups to prevent certain users from creating Contracts from Invoices. To do this, deny them access to the 'Contract from Invoice' Action. Access Groups are described in the 'System Module' manual. Please refer here for details about the Contract window and here for details about creating Invoices for Contracts. --- The Invoice register in Standard ERP:
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