Contract Management Overview

The Contract Management screen allows you to create, view, and manage contracts that control customer-specific pricing and validity periods.

Contracts are typically linked to pricebooks, which are then applied to catalogs used by customer sites.

Navigating to Contracts

To access the Contract Management screen:

  1. Click Pricing in the top navigation bar
  2. Select Contracts from the dropdown menu

You will be directed to the Contract Management screen.


Contract Grid

The grid displays all existing contracts and their key details.

Key Columns

  • Contract ID – Unique identifier for the contract
  • Contract Title – Name of the contract
  • Contract Description – Description of the contract
  • Customer ID – Customer associated with the contract
  • Start Date / End Date – Contract validity period
  • Last Modified By / On – Audit information

Toolbar Options

The toolbar at the top of the screen includes:

  • + New Contract – Create a new contract
  • Export – Export the contract list
  • Refresh – Reload the data
  • Autofit Columns – Adjust column widths
  • Choose Columns – Show or hide columns

Creating a New Contract

To create a new contract:

  1. Navigate to Pricing → Contracts
  2. Click + New Contract

The contract entry form will be displayed.

Enter Contract Details

Complete the following fields:

  • Contract Name
    Enter a unique name for the contract
  • Customer
    Select the customer this contract applies to
  • Contract Description
    Enter a description to help identify the contract (optional)
  • Start Date
    Select the date the contract becomes active
  • End Date
    Select the date the contract expires

Save the Contract

  • Click Save Contract to create the contract
  • Click Cancel to discard changes

Once saved, the contract will appear in the Contract Management grid.

Editing a Contract

To modify an existing contract:

  1. Locate the contract in the Contract Management grid
  2. Click Edit next to the desired contract

The contract form will open with the existing details.

Update Contract Details

  • Modify any of the fields as required (name, customer, description, dates)
  • Ensure the Start Date and End Date reflect the correct validity period

Save Changes

  • Click Save Contract to apply updates
  • Click Cancel to discard changes

Notes

  • Contracts define customer-specific pricing rules and timeframes
  • Contracts are linked to pricebooks, which determine item pricing
  • If no contract is applied, a default option such as “No Contract” may be used

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