Open topic with navigation

Enhanced Contracts Overview

On the enhanced Billing Contract Detail page you can view the Contract Details and the products, services and plans that form the contract line items. You can also add, edit and delete the contract lines. When you make changes to the contract, the Total Contract Value updates to reflect the changes.

If you want to expand or collapse the Contract Details panel, click or depending on whether you want to expand or collapse it.

Custom Buttons

Custom buttons are supported in the button bar. You might need to click the  icon to access buttons that cannot fit in the current window size.

Custom buttons to invoke Visualforce pages must be implemented using the workaround described in Invoking a Visualforce Page from a Custom Button because of a current platform issue.

Status

The Status of the contract is shown as a colored badge:

• The badge for a "Draft" contract is gray
• The badge for an "Active" contract is green
• The badge for a "Superseded" or "Expired" contract is red

Additional Fields

The Additional Fields section in the Contract Details panel shows the fields in the Enhanced Contract Additional Fields field set within the Billing Contract object. The fields in the Enhanced Contract Additional Fields field set in the Billing Contract Line Item object are shown as columns initially in the order specified in the field set. See Enhanced Contract Additional Fields.

Notes:

Notes

Your administrator may have specified different field sets in the Billing Central Settings custom setting. See Enhanced Contract Field Set and Enhanced Contract Line Field Set.

Custom Lookup Filters (Value or Field) are not supported. You may select a value that does not meet the filter criteria but an error message will be displayed when you try to save.

Fields that are already displayed as part of the enhanced Billing Contract Detail page are not displayed in the Additional Fields section.

The Additional Fields section is hidden if there are no supported additional fields in the Enhanced Contract Additional Fields field set or the field set defined in the Enhanced Contract Field Set custom field of the Billing Central Settings custom setting.

You cannot edit system fields or fields that you do not have edit permissions for in the Additional Fields section.

Click the Additional Fields section heading to view or edit the additional contract fields.

The relationship of related object fields is indicated in the Additional Fields section by ">".

When editing a contract, you cannot edit additional fields that are related object fields, formulas, or roll-up summaries. Additional fields that are related object fields, formulas, or roll-up summaries are not updated while editing contracts. For instance, if the Additional Fields section contains a field from a related object such as Account and you update the account on the enhanced Billing Contract Detail page, the version of that field in the Additional Field section is not updated while you are editing it.

To edit an additional field on a contract line while editing a contract or creating a new one, select the value you want to change or tab to it using your keyboard.

Price Books

If your products belong to active Salesforce Price Books, you can apply a price book to contract line items when you create them. For information about price books, see the "Prices and Price Books" topics in the Salesforce Help.

Resetting the Layout

To restore the default layout:

1. Click the settings icon .
2. Click Reset Layout in the Columns section.

Changing the Layout

To change the layout of the contract lines on the Billing Contract Detail page you can:

• Filter by a value in particular field.
• Move columns.
• Sort by column.
• Show or hide columns.

Filtering

To filter the lines by a particular value in a column:

1. Hover over the column heading you want to filter.
2. Click the icon.
3. Hover over Filters.
4. Do one of the following depending on the type of information in the column:
   • Click the required values. is displayed alongside selected values.
   • If the values in the column are numeric, enter values in the less than (<), greater than (>), and equals (=) fields to define a range.
   • If the column contains dates, hover over Before, After or On, and then select a date. To filter on a date range, enter After and Before dates.

A is displayed next to Filters when the column has active filters.

To clear all filters for a column, click Filters. The is removed from the column. To clear an individual filter, click the relevant value. The is removed from the selected value.

The typeface of column headings to which you've applied filters changes to bold italic to indicate that a filter is applied to that column.

Moving Columns

To move a column:

1. Drag the heading of the column that you want to move.
2. Drop the column at the position you want. Two vertical arrows appear where you can drop the column:

   

Sorting by Column

To sort the contracts by column, do one of the following:

• Click the column that you want to sort on. The up arrow indicates that the contracts are sorted in ascending order. The down arrow indicates that the contracts are sorted in descending order.
• Hover over the column that you want to sort on, click the icon then select Sort Ascending or Sort Descending depending on whether you want to sort the contracts in ascending or descending order.

Showing and Hiding Columns

To show or hide columns on the Billing Contract Detail page:

1. Hover over a column heading.
2. Click the icon.
3. Select Columns.
4. Select the checkboxes of the columns you want to display and clear the checkboxes of the columns you want to hide.

View Tutorial

© Copyright 2009-2020 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation