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Administration - Contracts Screen

The Administration - Contracts screen provides views for creating charge plans and charge consolidation plans, and for defining contract schedules.

Charge Consolidation Plans View

The Charge Consolidation Plans view shows existing charge consolidation plans and allows users to create or modify charge consolidation plans. Table 69 lists some of the fields and their descriptions for this view.

Table 69. Selected Items in the Charge Consolidation Plans View

Advance To

Executes the consolidation plan through this date. For example, you can create invoices on the 10th of the month that include charges through the 20th of the month by entering the 20th in the Advance To field.

Currency Code

The currency code of the invoice to be created through the consolidation plan.

Last Invoiced Date

When a consolidation plan is released, the Last Invoice Date is set to the Start Date.

Next Invoice Date

The date on the next invoice. When a consolidation plan is released or an invoice is created, the Next Invoice Date is re-calculated based on the schedule.

Payment Terms

The payment terms for the plan, for example, Net 30 and so on.

Start and End Date

Charges dated after the start date and before the end date are included on an invoice under the charge consolidation plan.

Released Flag

Select this check box to release the charge consolidation plan and make it active and available for use.

Use Bill To Account

Select this check box to create a new invoice for each unique bill-to account on the service request or agreement. This is done instead of invoicing the account address.

Consolidation Rule Subview

Consolidation rules specify which charges are consolidated into an invoice. You can restrict the charges included to those which meet the specified rule criteria on invoices. The charges can be consolidated by Account Name, Activity Type, Agreement, Currency code, Organization ID, or Service Request ID. All the charges derived from either the activities or the recurring and nonrecurring charges for the agreement are consolidated into one single invoice for presentment. This consolidation reduces the requirement for presenting multiple invoices to the customer at possibly different billing addresses over a time period.

Table 70 describes some of the fields in this subview.

Table 70. Fields in the Consolidation Rule Subview


The name of the consolidation rule. Typically, this name is the same as the charge field which is used for comparison purposes in the rule. You can also select SearchSpec from the drop-down list to define a search specification in the Value field.


The criteria on the field specified in Name. If the rule operand is =, LIKE, or NOT LIKE, you must enter a value in the Value field.

Sequence Number

The sequence number is not important in this process because if the consolidation rule contains multiple criteria records, the criteria are treated with the AND relationship.


The value to be compared with the field specified in Name. If the rule operand is =, LIKE, or NOT LIKE, you must enter a value in this field.

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