A contract page contains a set of fields with general contract data and several tabs.
General information about a contract.
| Number | Contract number. Bpm’online generates the number automatically. Use the "Contract number mask" system setting to customize auto numbering of contracts. |
| Type | Contract type. The [Contract types] lookup contains the following types: “Contract”, “Specification”, “Addendum”. |
| Status | The current status of the contract. The [Contract statuses] lookup contains the following statuses: “Signed”, “Draft”, “To be signed”, "Canceled”. |
| Owner | The name of a manager who is responsible for signing the contract. |
| Start Date | The start date of the contract validity. |
| End date | The contract expiry date. |
This tab contains information about the contract, its customer and total amount, as well as links to other contracts.
| Account | The company that is the other party of the contract. |
| Account’s banking details | Payment details of the account. You can select data from the [Banking details] detail of the [Account info] tab on account page. |
| Contact | Contact person of the account. You can select data from the [Contacts] detail of the [Contacts and structure] tab on account page. |
| Our company | Your company, acting as the contract party. You may only select the accounts with the “Our Company” type. |
| Our banking details | Your company banking details. You can select data from the [Banking details] detail of the [Account info] tab on your company page. |
Amount
Information about the contract total amount and currency.
If a contract is added based on an order, the [Amount] field value is calculated automatically and reflects the total cost of the ordered products. You can select only those ordered products you need to connect to the contract. The procedure of adding a contract based on an order is covered in a separate article. Read more >>>
If a contract is not connected to an order, the [Amount] field value is editable.
Note
Working with currencies in bpm’online is described in a separate article. Read more >>>
Connected to
This field group contains other bpm’online objects connected to the contract.
| Parent contract | The current contract is subordinate to this contract. The field is editable only for contracts of the “Specification” and “Addendum” types is populated automatically for contracts added to the [Subordinate contracts] detail. |
| Order | An order connected to the contract. The field is populated automatically if the contract was added based on an order. You can select from the account orders that are specified in the contract. |
Subordinate contracts
The detail contains connections to other records in the [Contracts] section that represent different types of contract annexes. Only contract records with the “Specification” and “Addendum” types are available on the [Subordinate contracts] detail.
To add a new subordinate contract, click the 
button. The [Parent contract] field on the subordinate contract page will be populated automatically.
To connect an existing subordinate contract to the current contract, click the 
button and select the “Connect to existing” option from the menu.
This tab contains information about products related to the contract. When adding a contract based on an order, you can select several ordered products. The selected products will be automatically added to the [Products] detail of the [Contract details] tab. Click the 
button to add the rest of ordered products.
Note
You can only add products to the contract connected to an order. The procedure of adding a contract based on an order is covered in a separate article. Read more >>>
The tab contains bpm’online records connected to the activity.
Activities
Activities connected to the contract. Displays information from the [Activities] section. Activities are linked to contracts via the [Contract] field of the activity page.
This detail displays emails connected to the contract. Emails are linked to contracts manually or automatically according to the [Rules for connecting emails to system sections] lookup.
Documents
Documents connected to the contract. This detail displays information from the [Documents] section. Documents are linked to contracts via the [Contract] field of the document page.
Invoices
Invoices connected to the contract. This detail displays information from the [Invoices] section. Invoices are linked to contracts via the [Contract] field of the invoice page.
This tab contains information about all created and processed approvals. Working with the [Approvals] detail is described in a separate article. Read more >>>
The [Attachments and notes] tab
This tab contains additional information on the contract as well as related files and Internet links. Read more >>>
This tab displays feed messages connected to the contract. You can post comments in the contract feed or view other bpm’online users’ comments.
Note
Working with the feed is described in a separate article. Read more >>>
See also
