Track Order Entry transactions with the contract dimension

The contract dimension is available to companies with Order Entry Revenue Management. You can use it to categorize, track, and analyze Order Entry transactions without a subscription to the Contracts application.

Contracts for Order Entry Revenue Management are non-posting and used for reporting purposes only. They do not include contract lines, expense lines, or renewals, but do offer the contract compliance checklist. These contracts are managed through the Reports or Company applications.

Only the following fields are relevant to contract dimensions for Order Entry Revenue Management:

  • Contract ID

  • Customer

  • Contract name

  • Bill to

  • Ship to

  • Description

  • Start date

  • End date

  • Additional contact

  • Attachment

  • Custom fields (if any)

You can create a custom view to display only these relevant fields in the Contracts list.

Tag Order Entry transactions with the contract dimension in Dimension sections across Sage Intacct. You can then report on the contract dimension, the same as any other dimension, to gain valuable insights, streamline data analysis, and improve forecasting within your business.

Before you begin

Subscription Company
Regional availability

All regions

User type Business
Permissions Application subscriptions: Configure

  1. Resave the Revenue Management configuration:

    1. Go to Company > Setup > Admin > Subscriptions.

    2. Find Revenue Management in the list and select Configure.

    3. Select Save.

  2. Turn on the contract dimension in the General Ledger:

    1. Go to General Ledger > Setup > Configuration.

    2. In the Dimension settings section, select Enable for Contract.

    3. Select Save.

  3. Turn on the contract dimension in Accounts Receivable, Order Entry, and other applications.

    1. For each application that you want to use the contract dimension in, go to Setup > Configuration for that application.

    2. In the Dimensions setup section, select Contract.

    3. Select Save.

Create a contract

Subscription

Revenue Management

Order Entry

Regional availability

  • Australia

  • Canada

  • South Africa

  • United Kingdom

  • United States
User type

Business
Permissions

Order Entry

  • Contract dimension: List, View, Add, Edit, Delete

  1. Go to Reports > Setup > Dimensions > Contracts.

    Alternatively, go to Company > Setup > Cross-company dimensions > Contracts.

  2. Select Add.

  3. Fill out the form.

  4. Select Post & continue.

    Selecting Post & continue saves the contract. Contracts for Order Entry revenue recognition are non-posting.