Sales Creatio, enterprise edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Contract page

A contract page contains a set of fields with general contract data and several tabs.

General contract data

General information about a contract.

Number

Contract number. Creatio 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.

The [General information] tab

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 Creatio is described in a separate article. Read more >>>

Connected to

This field group contains other Creatio 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 btn_com_add_tab.png 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 btn_com_roles_actions_menu.png button and select the “Connect to existing” option from the menu.

The [Contract details] tab

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 btn_com_add_tab00001.png 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 [History] tab

The tab contains Creatio 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.

Email

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.

The [Approvals] tab

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 >>>

The [Feed] tab

This tab displays feed messages connected to the contract. You can post comments in the contract feed or view other Creatio users’ comments.

Note

Working with the feed is described in a separate  article. Read more >>>

See also

The [Products] section

The [Activities] section

The [Invoices] section

Communication panel

The [Feed] section

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