Enhanced interface

Custom report objects—Contracts

Use the custom report writer (available with your Customization Services or Platform Services subscription) to create Contracts reports using the following report objects. See custom report writer for detailed information on how to create reports.

Contract Report Object	Description	Column names	Related objects
Billing price list	Contains the fields used for the billing price list container.	See a list of columns Name Description	None
Billing price list entry	Contains the fields used in the price list entry header.	See a list of columns Currency Flat amount frequency Flat amount renew Item Item name Price list Price type Quantity is recurring Reset usage quantity Rounding Status Tier pricing Variable unit divisor Version: if you have updated a billing price list entry, you can see the information for each version	See a list of related objects Billing price list Item
Billing price list entry detail	Contains the fields used in the billing price list entry table. Use this object as the Primary data source to report on Range type pricing. For detailed information on field values, see Billing price list entries.	See a list of columns Flat amount Included units Notes Start date Variable unit rate	See a list of related objects Price list entry Price list Item
Billing price list entry detail tier	Contains the fields used in the billing price list entry tiers table. Use this object as the Primary data source to report on Tier type pricing. For detailed information on field values, see Billing price list entries.	See a list of columns Begin quantity Tier rate	See a list of related objects Price list entry detail
Contract	Contains the fields found on the contract, including renewal information. Does not include contract compliance information. For detailed information on field values, see the Contract field descriptions.	See a list of columns Base currency Bill to Billing frequency Billing price list Cancel date Contract ID Contract name Contract type Customer Customer name End date Exchange rate type Fair value price list Location Original contract Renew Renewal source Renewal template Renewal term length Renewal term period Ship to Start date State Term Transaction currency	See a list of related objects Created at entity information Bill to contact Customer Department Location <Other standard dimensions> Original contract Ship to contact
Contract billing schedule	Use the Contract billing schedule entry object as the primary data source.	See a list of columns Contract Cancellation date Contract line no End date (for contract line) Schedule status (Draft, In progress, On hold, Completed, Terminated, Estimate revalued, Renewal forecast) Start date (for contract line)	See a list of related objects Contract Contract line
Contract billing schedule entry	Contains the fields used in the billing schedule table. Use this object with the related Contract Billing Schedule object to create complete reports on your billing schedules or to create renewal forecast reports. For detailed information on field values, see Billing schedules.	See a list of columns Actual posting date Amount Approved hours Base amount Billed Computation memo Exchange rate Historical Linked billing schedule entry key: if the billing schedule is linked via Distribute discount to another billing schedule, this displays the associated billing schedule entry key Posted base amount Posted exchange rate Schedule entry key: the billing schedule entry key is the ID of the billing schedule entry. Schedule key: the billing schedule ID Schedule type Scheduled billing date Source hours Status Usage quantity	See a list of related objects Contract billing schedule
Contract billing template	Contains the fields in the billing template header. Use the Contract Billing Template Entry object as the Primary data source for billing template reports and include fields from this related object.	See a list of columns Description Name Status	None
Contract billing template entry	Contains the fields in the billing template table. Use this object as the Primary data source and include fields from the related Contract Billing Template object to create complete reports on billing templates. See Billing templates for detailed information on field values.	See a list of columns # of months offset Percent to bill	See a list of related objects Contract billing template
Contract compliance checklist	Contains the data for completed contract compliance checklist tasks. See Contract Compliance Tasks dialog for detailed information on field values.	See a list of columns Comment Completed by Date Description Ordinal number Sign off Sign off details	None
Contract expense	Contains the fields related to expenses added to contracts or contract lines. See expense lines for detailed information on field values.	See a list of columns Amount Base amount Cancellation date Contract Customer ID Deferred expense (account no) End date 1 (for Expense template 1) End date 2 (for Expense template 2) Exchange rate date Expense accrual (account no) Expense template 1 Expense template 2 Item ID Item name Line number (for the expense) Posting date Recognized expense (account no) Start date 1 (for Expense template 1) Start date 2 (for Expense template 2) State Type	See a list of related objects Contract Contract line Contract expense template 1 Contract expense template 2 Contract expense schedule 1 Contract expense schedule 2 Customer Department Item Location <Other standard dimensions>
Contract expense schedule	Use the Contract expense schedule entry object as the Primary data source.	See a list of columns Schedule status Schedule type (Expense = journal 1, Expense 2 = journal 2)	See a list of related objects Contract Contract line Contract expense
Contract expense schedule entry	Contains the fields in expense schedule table. Use this object as the Primary data source and include fields from the related Contract Expense Schedule object to create complete reports on expense schedules. See Expense schedules for detailed information on field values.	See a list of columns Actual posting date Amount Base amount Exchange rate Posted Posting date Schedule type (Expense = journal 1, Expense 2 = journal 2) Status	See a list of related objects Contract expense schedule GL transaction
Contract expense template	Contains the fields in expense templates. See Expense templates for detailed information on field values.	See a list of columns Amortization method Description Name Posting type Status	None
Contract line	Contains the fields related to contract lines. See the contract line field table for more information.	See a list of columns Base flat/fixed amount Bill to Bill-to source Billing frequency Billing end date Billing method Billing start date Billing template Cancel date Change control type Change type Delivery date Delivery status Discount Exchange rate Exchange rate date Exchange rate type Flat/Fixed amount Flat/Fixed amount frequency GL posting date Hold date If usage exceeds the committed quantity Item Line end Line number Line start Line type MRR Multiplier On contract line end date Price calculation memo Quantity Quantity type Rate Recognition method (for revenue template 2) Recognition method (for revenue template 1) Renew Renewal billing template Reset usage quantity Resume date Revenue 1 end date Revenue 1 start date Revenue 2 end date Revenue 2 start date Revenue template 1 Revenue template 2 Revenue recognition deferral status Schedule 1 status Schedule 2 status Ship to Ship to source State (Canceled, Draft, In progress, Not renewed, Renewal forecast, Renewal only, Revalued) Total base flat/fixed amount (the product of the base flat/fixed amount multiplied by the number of Include with every invoice periods) Total flat/fixed amount (the product of the flat/fixed amount multiplied by the number of Include with every invoice periods) Total revenue quantity (total quantity for quantity-based revenue recognition) Usage quantity recurs	See a list of related objects <Unbilled, Billed, and Paid accounts> <Digital board book accounts and journals> Billing schedule Contract billing template Contract Customer Department Item Location <Other standard dimensions> Contract revenue journal 2 Contract revenue schedule 2 Contract revenue template 2 Contract revenue journal 1 Contract revenue schedule 1 Contract revenue template 1
Contract MEA allocation details	Contains the calculation details related to MEA allocations. You can also use this object to report on kit component contract line allocation details. See MEA Allocations for information on field values. See Standard Contracts report packages for information on how to download a prebuilt report based on this object.	See a list of columns Apply to journal 1 Apply to journal 2 Bundle no. Ext base value Ext fair value price Ext txn value Fair value price Flat amount Include with every invoice Item name Line no MEA amount MEA base amount MEA effective date MEA percent Multiplier Name Quantity Rate	See a list of related objects Contract MEA bundle entry
Contract MEA bundle entry	Contains some of the fields that describe an MEA bundle. Use this object as the Primary data source and include fields from the related Contract MEA Bundle object to create complete reports on MEA allocations. See MEA allocations for detailed information on field values.	See a list of columns Bundle name Bundle no Contract detail line no Contract ID	See a list of related objects Contract line Contract MEA bundle
Contract MEA allocation scheme	Contains some the fields regarding MEA allocations. Use the Contract MEA bundle entry object as the Primary data source for MEA allocation reports and include fields from this related object.	See a list of columns Adjustment type Apply to journal 1 Apply to journal 2 Clear MEA details Comments (these are system generated when the bundle becomes inactive) Contract Description Effective date Journal 1 through Journal 1 effective date Journal 1 status Journal 2 through Journal 2 effective date Journal 2 status Line no. list (the contract line numbers included in the MEA allocation) Logical bundle ids (the bundle identifier and the number of contract lines included in that bundle) Modified by (user record number) Name Status Type	See a list of related objects Contract
Contract posting configuration - expense	Contains the fields related to the accounts to which expense items should post. See Configure Contracts for information on expense posting configuration.	See a list of columns Customer GL group Deferred expense Expense accrual Item GL group Recognized expense Type Warehouse	See a list of related objects Entity GL group Deferred expense GL account Expense accrual account Item GL group Recognized expense GL account Warehouse
Contract posting configuration - revenue	Contains the fields related to the accounts to which contract lines should post. See Configure Contracts for information on revenue posting configuration.	See a list of columns AR billed AR unbilled Customer GL group DR billed DR paid DR unbilled Sales billed Sales paid Sales unbilled Type Warehouse	See a list of related objects <Unbilled, Billed, and Paid accounts> Entity GL group Item GL group Warehouse
Revenue template	Contains fields in the revenue template header. To view additional details, use Contract revenue template entry as the Primary source object.	See a list of columns Default posting type Description Posting day (Not relevant - will always be 1) Recognition method Recognition method source Recognition schedule period (Not relevant - will always be monthly) Revenue adjustment option Step revenue
Contract revenue template entry	Contains the fields in the revenue template details section. This object shows details for predefined percentages or project-based revenue templates.	See a list of columns No. of months offset Percent to recognize Threshold percent	See a list of related objects Revenue template
Contract revenue schedule	Use the Contract revenue schedule entry object as the Primary data source.	See a list of columns Schedule status (Completed, Draft, Estimate revalued, In progress, On hold, Pending delivery, Pending delivery of all items, Renewal forecast, Terminated) Schedule type (Revenue = journal 1, Revenue2 = journal 2)	See a list of related objects Contract Contract line
Contract revenue schedule entry	Contains the fields used in the revenue schedule table. Use this object with the related Contract Revenue Schedule object to create complete reports on your revenue schedules or to create renewal forecast reports. For detailed information on field values, see Revenue schedules.	See a list of columns Actual posting date Amount Approved hours Base amount Computation menu Exchange rate GL batch key Historical Percent to recognize Possible to post (Not visible in the user interface. Used for debugging only. Indicates a balancing entry for quantity-based or project-based revenue schedules) Posted Posted base amount Posted exchange rate Scheduled posting date Schedule type (Revenue = journal 1, Revenue2 = journal 2) Source hours Status	See a list of related objects Contract revenue schedule GL transaction
Contract schedule forecast	Use this object to create forecast reports. Filter on Journal type and Type. Run report using transaction currency or base currency. Forecast revenue amounts use the contract line's exchange rate. See Standard Contracts report packages for information on how to download pre-built reports based on this object.	See a list of columns Classification (Unbilled, Billed, Paid, Unpaid) Journal type (Journal 1 or Journal 2: only applicable when Type = Revenue or Expense) Month 01 (month in which As of date occurs) Month 02 to 24 (subsequent months to As of date month) Month 12plus, 24plus (shows total revenue for months beyond the 12 or 24 months displayed based on the As of date) Posted Quarter 01 (quarter in which the As of date occurs) Quarter 02 to 08 Quarter 04plus, 08plus (shows total revenue for the quarters beyond the 4 or 8 quarters displayed based on the As of date) Sign (positive or negative) Type (Schedule type. Values are Billing, Expense, Payment, and Revenue) Type order (Billing = 1, Payment = 2, Revenue = 3, Expense = 4)	See a list of related objects Contract Contract detail (this is the Contract line) Contract expense
Contract subledger links	Contains access to GL data with links to the contract, contract line, revenue schedule, expense schedule, and/or billing schedule from which the GL posting originated. This information is similar to the data displayed in the Transaction History tab of a contract or contract line. See Standard Contracts report packages for information on how to download prebuilt reports based on this object.	See a list of columns Amount Balance type (AR, Expense, or Revenue) Base amount Billable contract usage billing ID Classification (Unbilled, Billed, Paid, Deferred, Recognized) Contract ID Event Exchange rate Is redone (for troubleshooting only - indicates whether a transaction was redone as a result of a back-dated transaction) Journal type ( Journal 1 or Journal 2) Posting type ( AR, Deferred Revenue, Sales Revenue, Deferred expense, Expense accrual, Recognized expense) Transaction date Type (Flat/Fixed or Usage)	See a list of related objects AR adjustment Contract Contract billing schedule entry Contract line Contract expense schedule entry Contract revenue schedule entry GL transaction
Contract usage data	Contains fields used in usage records. Include fields from the Contract line related object to create complete reports on usage data. See Usage for detailed information on field values.	See a list of columns Billed date Contract line no Quantity Recur usage date Usage date Usage type	See a list of related objects Contract detail (this is the Contract line)
Generate invoices	Contains filter fields and invoice options used to generate invoices.	See Field descriptions in Generate Invoices for information on available columns.	See a list of related objects Created at entity information Exchange rate info Invoice policy Invoice Run
Generate invoices preview header	Contains fields displayed in the Review Invoice header. Select a transaction definition after the data source when you start creating the report.	See Field descriptions in Review Invoices for information on available columns.	See a list of related objects Contract Customer Generate invoices Project Order Entry transaction
Generate invoices preview line	Contains fields displayed in the Review Invoice detail sections.	See Field descriptions in Review Invoices for information on available columns.	See a list of related objects: Class Contract Contract billing schedule entry Customer Department PO transaction detail Employee Generate invoices preview header Item Location PR entry Project Task Timesheet entry Vendor Warehouse UDDs
Generate invoices preview snapshot line	Displays data specific to a saved Preview snapshot. Use this report object to create reports for Preview snapshots. See Install the sample invoice preview snapshot report for an example report.	See Field descriptions in Preview Snapshots for information on available columns.	See a list of related objects Class Contract Customer Department Employee Generate invoices preview snapshot invoice Item Location Project Task Vendor Warehouse
Generate invoices preview snapshot run	Contains filter and invoice option fields used to create a preview snapshot. Use this report to list and compare your preview snapshots.	See Field descriptions in Preview Snapshots for information on available columns.	See a list of related objects Created at entity information Contract Customer Exchange rate info
Generate invoices run	Contains fields related to the execution of the invoice run.	See a list of columns Created at (Entity) Created by Execution mode = Online or Offline Invoice by C (Contract); C, P (Project); T (Customer) State When created	See a list of related objects Created at entity information Generate invoices User
Invoice policy	Contains fields used in filter sets that you may use when you generate contract invoices. Use this report to list and compare the filter criteria defined for each of your Invoice policies.	See Field descriptions in Invoice Policies for information on available columns.	See a list of related objects Created at entity information
Invoice policy order of precedence	Contains fields related to the assignment of invoice policies to entities. Use this report to list the invoice policies that are currently assigned.	See a list of columns Location name Location number Policy description Policy name Policy precedence (if there are more than one invoice policies assigned to an entity, this indicates the order in which Intacct will evaluate the invoice policy. For example, if this value = 2, Intacct evaluates the corresponding invoice policy 2nd after the policy indicated as 1)	There are no related objects.