Contract lines

Every product a customer buys is a contract line. Lines are managed in the Contract Lines subpage on the Contract card, and the same list is available stand-alone as Contract Line List across all contracts.

Fields

The fields visible by default on the Contract card subpage:

Field	What it is for	Rules
No.	Product number	Select the parking product. Editable only when the line rules allow it.
Product Type	Type of the product	Filled from the product. Not editable.
Description	Line description	Taken from the product; can be adjusted.
Price	Unit price	Editable according to the line rules.
Quantity	Number of units	Editable according to the line rules. The assist-edit button opens the Quantity Log.
Amount	Price × Quantity	Calculated, or editable according to the line rules.
VAT %	VAT percentage	From the product and VAT setup.
Amount Including VAT	Amount including VAT	Calculated.
Line Discount %	Discount on the line	Enter if a discount applies.
Line Amount	Amount after discount	Calculated.
Line Amount Including VAT	Final line amount including VAT	Calculated.
From Date	Start of the contractual period
To Date	End of the contractual period	Editable only when the line rules allow it.
Recurring	Subscription-style line	Editable according to the line rules.
Status	Current status of the line	Controls what can be edited and which actions apply. See below.
Subscription No.	Linked subscription	Shown when applicable.
Payment Type	How the line is paid	Select the payment method.
Expiry Date	Calculated or set expiry date	Used by the cancellation logic.
Parking Facility No.	Linked parking facility	Select the facility the product relates to.
Parking Facility Name	Name of the facility	Filled automatically.

Hidden and advanced fields, shown when the page is personalised or in certain contexts, include Align with Month, Duration Type, Duration, Product From Date, Product To Date, Binding Duration, Expiry Duration, Product Description, Deferral Template and Webshop Order ID.

Status

A new line has a blank status. Statuses include Activated, Cancelled and Expired. The status decides which fields can be edited and which actions are available. Lines with status Expired are shown greyed out so they are easy to tell apart.

TODO

Confirm the complete list of status values and the transitions between them.

Actions

Action	Group	What it does
Activate Contract Line	Manage	Activates the selected line or lines.
Cancel	Cancel Contract Line	Cancels according to the default expiry rules, after confirmation.
Cancel…	Cancel Contract Line	Opens a period selection dialog so you choose the exact period end date for the cancellation.
Terminate Immediately	Cancel Contract Line	Terminates the selected line or lines immediately, after confirmation.
Generate Remaining Periods	Manage	Available when the status is Cancelled. Creates any remaining periods that should still be invoiced.
Periods	Manage	Opens Contract Line Periods filtered to the line. Enabled when the line can contain period entries.
Ledger	Manage	Opens Contract Line Ledger filtered to the line.
Freeze Invoicing	Manage	Opens a dialog to freeze invoicing for selected periods.
Show Order Confirmation	Manage	Shows the order confirmation document, if one is attached to the line.
Status Log	Manage	Opens the Contract Line Status Log for the line.

Cancelling a line

There are three ways to end a line:

• Cancel applies the default expiry rules for the product. The line’s Expiry Date shows the result.
• Cancel… lets you pick the period whose end date becomes the cancellation date, from the line’s Contract Line Periods.
• Terminate Immediately ends the line at once.

After a cancellation, use Generate Remaining Periods if periods that should still be invoiced are missing.

Prerequisites

A contract header must exist. Products, and where relevant parking facilities, must be set up.