Periods, ledger and logs

These pages are opened from a contract line or from the Contract card. Use them to review billing periods, ledger entries and change history. Contract Line Periods also has actions for period and invoice processing.

Contract Line Periods

The billing periods that belong to one or more contract lines, sorted by Contract No., Line No., Period Start and Period End. Used for inquiry, and as the selection list when a line is cancelled on a specific period end date.

The default list shows these columns. Contract No. and Contract Line No. are available as filters.

Field	What it is for
No.	Number shown for the period entry.
Period Start Date	Start of the billing period.
Period End Date	End of the billing period. This is the date used when a period is selected for cancellation.
Type	Period type, such as Invoice.
Document No.	Document number recorded for the period.
Invoice Line Amount	Invoice line amount recorded for the period.
Frozen	Checkbox showing whether the period is frozen.
Invoiced	Whether the period has been invoiced, shown as Yes when applicable.
Price	Unit price for the period.
Quantity	Quantity for the period.
Line Discount %	Discount percentage for the period.
Amount	Period amount excluding VAT.
VAT %	VAT percentage for the period.
Amount Including VAT	Period amount including VAT.

The page opens from the Periods action on a contract line or on the Contract card, and as a modal selection page during cancellation. Its action bar includes Manage, Show document, SwedbankPay Log, Update Periods and Invoice Contract.

TODO

Confirm the calculation rules for the amount fields, the complete Type values and the behavior of Frozen and Invoiced. Document what each action changes and any prerequisites before use.

Contract Line Ledger

The historical view of posted or calculated ledger entries for contract lines: period dates, amounts and posting information, sorted the same way as the periods. Use it for auditing and reconciliation. Opens from the Ledger action on a contract line and complements the Periods page with the posted view.

Contract Line Status Log

The audit trail of every status change on a contract line: old status, new status, date and time, and user. Read-only. Opens from the Status Log action on a contract line, filtered to that line.

Quantity Log

The history of quantity changes on a contract line: date, old and new quantity, user, and the reason if one was captured. Opens from the assist-edit button on the Quantity field.

Contract Line Period Correction

A temporary list used to correct or adjust period data.

TODO

Document when to use Contract Line Period Correction, how it is opened, and what it changes.