View Contract Details

Once a contract has been created, you can view the contract details from the Contracts tab.

Getting Here: Click Accounts > Search for and select an account > Plans > Contracts tab

On the Contracts tab, the contracts for the account display with the following information:

Client Contract ID
Contract No
Type
Plan Count
Created by/Date
End Action
Effective Date
Status:
- In effect: The contract is in currently in effect.
- Terminated: This contract was removed for a reason other than a request from the account holder.
- Cancelled: This contract was removed per account holder request.
- Discarded: This contract was discarded because a new contract with the same plan was created and the Automatically discard open contracts on this account for the same service plan? parameter is checked.

Note: Refer to Cancel a Contract for more information about Status > Cancelled.

Contracts with rollovers display the following:

      1. Current Plan Name and Target Plan Name
        2. Current Rate Schedule Name and Target Rate Schedule Name
        3. Custom Rates (if applicable)
All other contracts display the Current Plan Name, Current Rate Schedule Name and Client Defined Identifiers.

If you want to display additional data regarding the status of contracts, you can enable the client parameter Enable Contract Billing Installment under Configuration > Billing > Contracts Settings:

Once this parameter is enabled, additional information displays on the Contract Details screen:

Invoiced Billing Cycle: The number of billing cycles a contract-associated plan has been invoiced.
Invoiced Contract Period: The age of the contract compared to how long the full contract is.