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How do I define the time frame conditions of a contract?


In metasfresh, time frame conditions of a contract include the term duration, term of notice, contract renewals, etc. All these conditions can be defined in the window “Contract Period”.


Define the conditions for the Contract Period

  1. Open “Contract Period” from the menu.
  2. Create a new entry.
  3. Give the contract period a Name.
  4. Select a Calendar.
  5. Define a Term Duration and a Term Unit, e.g., “1 Year”.
  6. Define a Term of Notice and a Term of Notice Unit, e.g., “1 Month”.
  7. Define a Subscription Interval and a Subscription Unit, e.g., “2 Weeks”.

    Note: This is the frequency of the shipments of a sales order during the contract period.

  8. Optional: Tick the checkbox Auto renew Contract to make the contract run in a loop.

    Note: In this case, the box Complete next terms automatically appears. Check this box, too.

  9. Optional: In the field Next Contract Terms, you can select the follow-up contract for the expired one.

Define the Transition Conditions

The transition conditions determine at what moment before the end or change of a contract the contractual party may perform a status change, such as the termination of the contract.

  1. Go to the record tab “Transition Conditions” at the bottom of the page and click "Add new". An overlay window opens up.
  2. Define a Deadline and a Deadline Unit, e.g., “1 Month”.
  3. Select the Action Status Change.
  4. Select the Contract Status Terminated.
  5. Click “Done” to close the overlay window and add the transition conditions to the record tab.

Complete the document


View source file on GitHub.com