- Click to open the List View drop-down menu, then select the list view you want.
- Use to manage your list views.
- From the list, click a record's name to go to its detail.
- To edit a value, hover over the field until appears, then click the field. Press Enter to apply your edit, then click Save (shown below the list view).
What is a Contract?
In Billing Central, a contract is an agreement between your organization and a customer to provide them with a product or a service. Contracts contain the sales information agreed with the customer such as terms, product and service details, price, billing schedule and usage information.
When you create a Billing Central contract, it is created with a status of "Draft". You can activate draft contracts when ready to do so.
If analysis items have been created in Foundations, they can be populated on billing contract headers and lines and automatically copied to billing document headers and lines.
When you activate a contract, billing schedules are created. Billing schedules enable you to automatically generate billing documents from contracts. See Billing Schedules. You can analyze the contract revenue based on related billing documents that are marked "Complete". See Billing Documents.
The actions that you can carry out on a contract are determined by its type and status, as detailed in the following tables.
|A contract that is not a change request for an active contract.
|A copy of an active contract on which you can propose changes to that contract.
When you apply a change request, the changes on that change request are applied to the active contract. The change request then becomes a superseded contract and contains the contract as it was before the change request was applied. In addition:
Complete billing documents are not deleted.For more information, see Change Requests.
|When you activate a contract, billing schedules are automatically created for its contract line items. You can create billing documents based on billing schedules that are due to be billed.
|The initial status of contracts and renewals. Contracts are created with this status. In "Draft" status, you can:
Indicates that the end date of the contract has been reached. The status of a contract is also set to "Expired" if it is ended early and the new expiry date has been reached. On an "Expired" contract, you can:
On an "Expired" contract, you cannot:
Your administrator can schedule a job to expire contracts where the end date has been reached. See Setting up a Job to Expire Contracts.
|This is a contract that has been replaced by another contract. You cannot edit a contract with this status or calculate its total value.
Contract line items contain the detail of a contract. Each product, service or plan that forms part of the contract is contained within a contract line item. You can create contracts with contract line items based on products and plans available in your Salesforce org Salesforce organization.
When you apply a change request, the changes on that change request are applied to the active contract. The change request then becomes a superseded contract and contains the contract as it was before the change request was applied. The Related Contracts related list on the Salesforce Billing Contract Detail page shows related superseded contracts.
Related Billing Schedules
The Related Billing Schedules related list on the Salesforce Billing Contract Detail page shows related billing schedules associated with the contract.
If the Opportunity to Contract integration feature is enabled in Feature Console, contracts created from opportunities include a link to Related Opportunities. You can only view related opportunities from contracts if you have permission to view opportunities.
If the contract has been superseded or renewed, the Next Contract related list on the Salesforce Billing Contract Detail page contains the next related contract.