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Customer Contracts

A Customer Contract represents the obligations towards a customer. It is structured similarly to a sales order. The fields in the General fast tab contain information about the Contractor, i.e. the contact person for this contract. The lines contain detailed information about the billing of the components of the contract. In the Delivery and Billing fast tab, different delivery and billing recipients (from the Contractor) can be stored.

  • Deviating Shipment Recipient
    Another word for "shipment recipient" can also be "service recipient" in the contract context. This can be used, for example, in a partner model to record the end customer of the partner. Therefore, the Ship-to information also serves as a visual indicator when assigning new contract elements (see Assign Service Commitments to a Customer Contract).
  • Different invoice recipient
    Analogous to the sales order, a deviating invoice recipient can be entered here. This is taken into account when creating the contract invoices.

Creating a new Customer Contract#

A new Customer Contract is most easily created via the Customer list and the Contract action (under New Document). With this method, the relevant contact data is also immediately transferred to the newly created Contact Header. Alternatively, enter the term Customer Contracts in the search (Alt+Q) and open the list of Customer Contracts. A new Customer Contract can be created using the New function.
The following steps are necessary to create a contract:

  1. Select the customer.
  2. Select the Contract Type and enter a short description (both entries are optional).
  3. Change Currency Code, Payment Terms Code and Payment Method Code in the Invoice Details fast tab if required. The details were copied from the customer in step 1.
  4. Select whether a Detail Overview is to be output for invoices.
  5. Check and, if necessary, change the details in the Shipping and Billing fast tab regarding the shipping recipient (Ship-to) and the invoice recipient (Bill-to).

The Contract Type can be used to filter on it in Recurring Billing. Using this (and other) filters, contracts can be billed separately based on type.

Assign Service Commitments to a Customer Contract#

In order to bill Service Commitments, they must be assigned to a contract. New contract lines (Service Commitments) can be added to the contract using the Get Service Commitments action (under Process). The Services Commitments without Customer Contract page opens. Here, all Service Commitments for the customer are listed, which are to be invoiced via a contract, but are not yet assigned to a contract. The determination, which Service Commitments are shown, is based on the customer in the Service Object (see fast tab End User in Service Object). When called in a contract, the Contract No. is predefined in the Service Commitments (in the Assign to Contract No. field).
If the Ship-to Name is the same in the Service Object and the contract, the field will be displayed formatted boldly.


Alternatively, the page Services Commitments without Customer Contracts can also be called up via the role center part Service Commitments without Contracts or via the search (Alt+Q). In this case, the Service Commitments are not filtered and the Contract No. is not predefined.

In addition to the DYCE Role Center Subscription & Recurring Billing, the Role Center part is also available in the Role Centers Company Hub, Business Manager, Service Manager, Sales Order Processor, Project Manager and Sales & Relationship Manager.

When the Service Commitments in a contract are transferred, contract lines are created. These reflect the content of the Service Commitments. Any changes to the contract lines are automatically reflected in the Service Commitments.


If no deviating ship-to party is entered in the contract at the time the first service is assigned to a Customer Contract, the ship-to party stored in the Service Object is transferred to the contract. This facilitates the contract creation when mapping a partner model.


Service Commitments are usually created automatically when the shipment is posted in the sales order. The prerequisite for this is a corresponding setup in the item used or in the Service Commitment Package, respectively.


Editing contract lines instead of Service Commitments in the individual Service Objects makes work easier. Since the Service Commitments that are to be billed together usually also belong together in terms of content, it makes sense that they are all part of the same contract. This way they can be quickly viewed and edited via the contract.

Text lines

Manual entry of contract lines is only possible for text lines. These are only used as an internal note for the contract processor and are not processed further. The basis for a billing is always a Service Commitment. Only text lines that are marked as Bundle will be included in the invoice.

Details for contract invoices#

In the Invoice Details fast tab, the Detail Overview field per contract controls whether billing details are automatically output for each invoice. It can be differentiated whether the details should be outputed with or without prices (Complete / Without prices). In addition, this field serves as a criterion with regard to the creation of collective invoices, as it must have the same value for all contracts to be combined.

Linked information#

Linked information can be called from the contract. In the menu (in the Related group) all invoices and credit memos can be accessed. In the menu group Related / Customer Contract the Contract Deferrals can be viewed if the postings in the contract are deferred periodically.

Using the line menu Contract Line the Billing Lines and the Archived Billing Lines can be displayed. The information is opened for the selected contract line. The Archived Billing Lines can be opened in the posted invoice and credit memo as well.