Field descriptions: Contract—Order Entry Revenue Management

The following table lists each field on the Contract page for Order Entry Revenue Management.

For companies with a subscription to Contracts, see Contract field descriptions instead.

Field Description
Contract ID The identifier for the contract. Enter a unique value in this field to identify the contract. This field is required.
Customer Use the Customer selection list to select the desired customer.
Contract name Enter a meaningful identifier for the contract. You can use the contract name in reports. This field is required.

Bill to

Ship to

Sage Intacct automatically defaults these fields from the Bill to contact and the Ship to contact fields on the customer record. You can override the defaults as required.

If the Bill to or Ship to contact address was changed since the contract was last saved, Intacct will display a Refresh icon Refresh next to the address. If you want to accept the changed address, open the contract in Edit mode, select the Refresh icon, and save the contract.

  1. Select the down-arrow to display the contact selection list, verify that the applicable contact is highlighted, and select View.
  2. In the Contact Information page, select Edit.
  3. Make any changes and then select Save.

    The page refreshes and displays the updated data. If the page does not refresh, press F5 and then select the Refresh icon Refresh next to the contact field to refresh the page manually.
Description Enter a meaningful description of the contract, if desired.
Status Indicates whether or not the contract is active.
Contract tracking Indicates this is a non-posting contract for Order Entry Revenue Management. This field is read-only.
Start date Use the calendar tool to select the date the contract starts.
End date Use the calendar tool to select the date the contract ends.
Additional contact

Optionally select the name of a contact that you want to associate with this dimension-only contract.

For example, you can specify a contact different from the customer's primary contact to track reseller information.
Attachment Add an attachment to the contract. Learn more about adding attachments.