Renew contracts (CT502000)
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You can use this window to view the automatically renewable contracts that will expire soon, as well as to renew contracts.
| Element | Description |
|---|---|
| Process | Initiates the renewal of the contracts you have selected in the Contract column. |
| Process all | Initiates the renewal of all the listed contracts at once. |
The top part
Use the elements in this area to specify the criteria for selecting contracts to be listed in
the table (and possibly included in the renewal process).
You can select
contracts by a customer class, a contract template, and the date range in which they
will expire.
| Element | Description |
|---|---|
|
Renewal date |
The start date of the date range in which the contracts will expire. |
| Element | Description |
|---|---|
|
Customer class |
The customer class for which contracts will be listed. Leave the field blank to view information on all classes. |
|
Contract template |
The contract template used for contracts with similar settings. Leave the field blank to view information on all templates. |
The table
This table contains the list of contracts matching the criteria you chose in the selection area.
You can select any listed contract and view its details before renewing it.
To
select some of the contracts for renewal, select the corresponding check boxes and
click Process.
To renew all the listed contracts, click
Process all.
| Column | Description |
|---|---|
|
Contract |
The contract ID. |
| Description | A description of the contract. |
|
Contract template |
The template used for the contract. |
|
Contract type |
The type of contract. Use one of the following options: Renewable or Expiring. |
|
Customer no. |
The customer associated with the contract. |
| Customer name | The name of the customer. |
| Status | The status of the contract. |
|
Setup date |
The setup date of the contract. |
|
Expiration date |
The date when the contract expires. |
|
Last invoicing date |
The most recent invoicing date for the contract. |
|
Next invoicing date |
The next invoicing date for the contract. |
Related concepts
Related tasks
Related windows
Customer ledger preferences (AR101000)
