Create New Contracts

Use the Contract Card page to configure individual Contract setup options. The fields on the Contract Card impact Contract start and end dates, revision dates, Contract Change Order Approvers, Contract approvals, amounts, foreign trade configuration options, invoicing and posting options, and permissions setup for the Contract.

Use the Contract Plan page to see many things related to the Contract and Task configuration. Included here are Tasks for the Contract, budget amounts, usage amounts, overall completion percent, etc. This is one of the primary pages that managers and accountants use to review the status of the Contracts.

To access the Contract Plan, from the Role Center select Contracts > Contracts and then select a Contract from the list. The Contract Plan page displays by default.

To access an existing Contract Card, from the Role Center select Contracts > Contracts and then select a Contract from the list. Once the Contract Plan page opens, select Actions > Contract Card to view the Contract Card.

To create a new Contract

To create a new Contract, navigate to the Role Center > Contracts > Contracts and select New from the ribbon.

Tip

You can also select Projects > Contracts from the Role Center to get to the Contracts dashboard. Click New in the ribbon to create a new Contract.

Contract Plan

No.: Specifies a unique identifier for the Contract. The field is either filled automatically from a defined Number Series, or you can enter the number if manual number entry has been enabled in the Number Series Setup.

Field Name	Description
Sell-to Customer No.	Specifies the number of the Customer.
Sell-to Customer Name	Specifies the name of the Customer who pays for the Contract.
Contract Description	Specifies a short description of the Contract.
Contract Start Date	Specifies the date on which the Contract actually starts.
Contract End Date	Specifies the date on which the Contract is expected to be completed.
Contract Alert %	Specifies the percentage for when an alert is raised. For example, when Contract alert % = 10 and budget amount = 5000, calculated alert level = 5000-500 = 4500. When actual usage reaches 4500 or more, the system will raise an alert.
Task Alert %	Specifies the percentage for when an alert is raised on Task level. The color of the Difference field amount will change to yellow or red based on the alert percent.
Email Alerts	Specifies, if true, that email alerts should be sent to the Contract Manager and Person Responsible when the yellow alert or red alert status is reached on a Contract or Task.
Contract Manager	Specifies the resource number of the person in charge of the Contract. Must be set up as a Project Executive or Project Manager.
Active Budget Version	Specifies the current budget code for the Contract.
	NOTE: The following fields (Global Dimension 1 and Global Dimension 2) are only displayed if Progressus Multi-Company is activated. For more information, see: MEM and Progressus Multi-Company Integration Documentation
Global Dimension 1	Specifies the code for Global Dimension 1.
Global Dimension 2	Specifies the code for Global Dimension 2.

Contract Subform

Field Name	Description
New Line	Select to add a new line to the Subform (Task lines) manually .
Delete Line	Click to delete the selected row.

Field Name	Description
Related Projects	Select to view any Projects related to this Contract.

Field Name	Description
Insert New Task	Select to add a Task line.

Contract Card

To access the Contract Card, from the Contract Plan page, select Actions > Contract Card.

General FastTab

Field Name	Description
No.	Specifies a unique identifier for the Contract. The field is either filled automatically from a defined Number Series, or you can enter the number if manual number entry has been enabled in the Number Series Setup.
Contract Description	Specifies a short description of the Contract.
Sell-to Customer No.	Specifies the number of the Customer who will receive the services.
Sell-to Customer Name	Specifies the name of the Customer who will receive the services.
Sell-to Address	Specifies the Address where the Customer is located.
Sell-to Address 2	Specifies additional Address information.
City	Specifies the city of the Customer on the sales document.
State	Specifies the State, Province, or County of the Customer on the sales document.
Post Code	Specifies the Postal Code of the Customer on the sales document.
Country/Region Code	Specifies the Country/Region Code of the Customer on the sales document.
Contact No.	Specifies a unique identifier for the Contact person to whom the sales document will be sent.
Phone No.	Specifies the telephone number of the Contact person to whom the sales document will be sent.
Email	Specifies the email address of the Contact person to whom the sales document will be sent.
Mobile Phone No.	Specifies the mobile telephone number of the Contact person to whom the sales document will be sent.
Contact	Specifies the name of the person to Contact at the Customer.
External Document No.	Specifies a Document Number that refers to the Customer or Vendor's numbering system.
Your Reference	Specifies the Customer's reference. The content will be printed on sales documents.
External Contract No.	Specifies an external reference number to identify the Contract for the Customer.
Search Description	Specifies an additional description of the Contract for searching purposes. Defaults to the same information as description.
Status	Specifies the current status of the Contract. You can change the status for the Contract as it progresses. Final calculations can be made on completed Contracts.
Person Responsible	Specifies the person at your company who is responsible for the Contract.
Contract Manager	Specifies the Resource Number of the person in charge of the Contract. Must be a Project Executive or Project Manager.
Salesperson Code	Specifies a code for the Salesperson who normally handles the Customer's account and Contract.
Global Dimension 1	Specifies the Dimension value with the Global Dimension Number 1 for the Contract.
Global Dimension 2	Specifies the Dimension value with the Global Dimension Number 2 for the Contract.
Owner Change Notice Reqd	Specifies, if selected, that the owner must be notified whenever a Contract Change Order is generated, for reference purposes only.
Nbr of Days	Specifies the number of days within which the owner must be notified of a Change Order, for reference purposes only.
Last Date Modified	Specifies when the Contract Card was last changed.
Scope/Description of Work	Specifies free form text field used to store a description or scope of work for the Contract.

Dates FastTab

Field Name	Description
Original Start Date	Specifies the original start date of the Contract.
Original End Date	Specifies the original end date of the Contract.
Extension	Specifies shows the Contract extension days approved on the Contract Change Orders.
Revised End Date	Specifies revised end date of the Contract. Automatically updated by approved Change Orders.
Contract Execution	Specifies Contract execution date.
Authorized to Start	Specifies the date the work was authorized to begin.
Anticipated Start	Specifies the anticipated start date of the Contract.
Actual Start	Specifies the actual start date of the Contract.
Anticipated Completion	Specifies the anticipated completion date of the Contract.
Actual Completion	Specifies the actual completion date of the Contract.

Budget FastTab

Field Name	Description
Active Budget Version Created	Specifies if the aActive Budget Version has been created.
Original Budget Version	Specifies the Original Budget Version to be used for comparison. This is typically the starting budget for the Contract.
ETC Budget Version	Specifies the ETC (Estimate to Complete) Budget Version to be used for comparison.
EAC Budget Version	Specifies the EAC (Estimate at Completion) Budget Version to be used for comparison.
Quote Budget Version	Specifies the Budget Version used when quoting the Contract.
Planning Integration	Specifies the default Budget Version to be linked to Planning Lines. Leaving this field blank will result in no link to Planning Lines.
Pipeline	Specifies the Pipeline percentage from the Pipeline lookup list. This indicates the percentage chance of winning this Contract.
Pipeline Description	Specifies the description of the Pipeline.
Budgets require approval	Specifies, if selected, that any budget must be approved before Contract totals and reports are updated.

Important

Budgets require approval must be enabled if you wish to require budget approvals on Contracts.|

Purchasing FastTab

Field Name	Description
Purchase Receipt Posting	Specifies how and where purchase receipt costs should post. The user can select to reserve the cost in the Received not Invoiced field on the Project Plan. They can also choose to post it as Usage cost to the Project or directly to Inventory but reserved to the Project. Options:
	- Received Not Invoiced
	- Inventory Reserved to Project
	- Usage Cost

Approval FastTab

Field Name	Description
Level 1 Approver	Specifies the Resource who will have first level approval on change orders for the Contract.*
Level 2 Approver	Specifies the Resource who will have second level approval on change orders for the Contract.
Level 3 Approver	Specifies the Resource who will have third level approval on change orders for the Contract.
Approval Emails	Specifies, if selected, that the system should send email notifications on approval of Change Orders. The information to be included on the emails is in Project Setup > Contract Email Setup.
Reject Email	Specifies, if selected, that the system should send email notifications on rejection of Change Orders. The information to be included on the emails is in Project Setup > Contract Email Setup.

Contract Amounts FastTab

Field Name	Description
Contract Amount From	Specifies if the original value of the Contract will come from the authorized Contract Amount, Projects, Project Tasks or Project Budget. Options:
	- Projects
	- Project Tasks
	- Project Budget
	- Authorized Contract Amount
Authorized Contract Amount	Specifies the amount authorized for this Contract.
Original Contract Value	Specifies the original value of the Contract.
Approved Change Orders	Specifies the sum of amounts for Contract Change Orders with a status of approved.
Revised Value	Specifies the revised value for the Contract.
Pending Change Orders	Specifies the sum of amounts for Contract Change Orders with a Status of Pending.
Total	Specifies the total value by summing revised value and pending Change Orders for the Contract.

Invoicing FastTab

Field Name	Description
Resource Invoice Type	Specifies the default Invoice Type on a Resource.
	Time and Material - Actual usage hours will be invoiced.
	Fixed: Contract amount will be invoiced regardless of actual usage hours.
	Percent Complete: A calculated amount based on budget and usage will be invoiced.
Item Invoice Type	Specifies the default Invoice Type on an Item.
	Time and Material: Item Price as determined by the company will be invoiced.
	Fixed: A Contract amount will be invoiced regardless of Item Price.
	Percent Complete: a calculated amount based on budget and usage will be invoiced.
Expense Invoice Type	Specifies the default Invoice Type on an Expense.
	Time and Material: Actual expenses will be invoiced.
	Fixed: Contract Amount will be invoiced regardless of actual expense.
	Percent Complete A calculated amount based on budget and usage will be invoiced.
Retention %	Specifies the percentage used as a default for each Project that is added to the Contract. When an invoice is created the Retention Percentage that is on the Project Card is used for the calculation of the amount to be deducted from an invoice and billed at a later date.
Invoice Chargeable Zero Price	Specifies if all chargeable usage entries will be included on Sales Invoices even if the amount is zero. If not selected, only chargeable usage entries with an amount not equal to zero will be included on Sales Invoices.
Payment Terms	Specifies the Contract's financial payment terms.
Billing Cycle	Specifies a code that indicates the Billing Cycle to be used when grouping Contracts for billing. A Billing Cycle is the interval of time from the end of one billing, or Invoice Date to the next billing date.
Last Invoiced Date	Specifies the date of the last posted invoice for the Contract.
Progress Billing ID	Specifies a unique identifier for the progress billing if one is associated to this Contract. For more information on progress billing, see: AIA Billing Overview.
% COMPLETE BILLING
Use Percent Complete Billing	Specifies, if selected, that a calculated amount based on budget and usage will be invoiced. If Use Percent Complete Billing is selected (true), the following fields become available:
	Resources % Complete: Specifies, if selected, that Resource Usage is to be included in Percent Complete calculation for billing.
	Items % Complete: Specifies, if selected, that Item Usage is to be included in Percent Complete calculation for billing.
	Expenses % Complete: Specifies, if selected, that Expense Usage is to be included in Percent Complete calculation for billing.
	% Complete Override: Specifies, if selected, that the user can override the calculated Percent Complete for billing.
	% Complete Based On: Specifies if the calculation value for Percent Complete is based on Quantity or Cost.
	% Compl. Billing Level: Specifies the billing level for Percent Complete billing. Options are:
	- Project summary will require a Percent Complete Task and allow a Contract** amount to be specified.
	- If Contract amount is not specified, the Budget Entry Prices will be used to calculate the Contract Amount.
	- Project Detail will require a Percent Complete Task to be specified and Budget Entries will be required to calculate the Contract Amount.
	- Task Summary will allow a Contract Amount to be specified for each Task, otherwise the Budget Entry Prices will be used to calculate the Contract Amount.
	- Task Detail will require budget entries to calculate the Contract amount for each Task.
% Complete Task	Specifies the Task to use when doing Percent Complete billing for Project Summary or Project Detail Billing Levels. Project billing does not get posted to the individual Tasks, just to one designated Task. The Task must be selected on the individual Project Cards.
Contract Amount	Specifies the Contract amount or price for the Contract. Contract Amount can only be specified for Project Summary Billing Level. If not specified, budget entries will be used to calculate the Contract amount.
Contract Invoicing Account	Specifies the General Ledger Account to use when invoicing Percent Complete for Billing Level of Project Summary. This field is required for Project Summary Billing Level if a Contract Amount has been specified.
Sales Order Invoiced	Specifies the options for billing when a Sales Order is created. Options are at shipment, or invoicing through normal Project billing.
Sales Order Creates Usage	Specifies, if selected, that the system will create a Usage entry on the Project through a Project Ledger Entry when a Sales Order is posted.
Sales Invoice Creates Usage	Specifies, if selected, that the system will create a Usage entry on the Project through a Project Ledger Entry when a Sales Invoice is posted.

Shipping and Billing FastTab

Video

Contracts - Bill-to, Ship-to & Sell-to Addresses - This video provides an overview of the Contract Bill-to and Sell-to address features in Progressus.

Bill-to

Field Name	Description
Bill-to	Specifies the Customer to whom the Sales Invoice will be sent.
	- Default (Customer): The same as the Customer on the Sales Invoice.
	- Another Customer: Any Customer that you specify in the fields below.
Custom Address	Any address that you specify in the fields below.
	TIP: When the Bill-to setting is Default (Customer), the project Customer Sell-to Address is used. Since the information is the same as the Sell-to information, the address information does not display by default. However, to see the information, change the Bill-to option to Another Customer, and select the Show More option in the top right corner on the FastTab. The information for the Bill-to Address will be displayed.
Name	Specifies the name of the Customer who pays for the Project.
Address	Specifies the Address of the Customer to whom you will send the invoice.
Address 2	Specifies additional Address information.
City	Specifies the City of the Customer.
State	Specifies the State code of the Customer's Billing Address.
Post Code	Specifies the ZIP Code of the Customer who pays for the Project.
Country/Region	Specifies the Country/Region code of the Customer's Billing Address.
Contact No.	Specifies the Number of the Contact person to whom the sales document will be sent.
Phone No.	Specifies the telephone number of the Customer contact person for the Project.
Mobile Phone No.	Specifies the mobile telephone number of the Customer contact person for the Project.
Email	Specifies the email address of the Customer Contact person for the Project.
Contact	Specifies the name of the Contact person at the Customer.

Payment Terms

Field Name	Description
Payment Terms Code	Specifies a formula that calculates the Payment Due Date, Payment Discount Date, and Payment Discount Amount.
Payment Method Code	Specifies how to make payment, such as with bank transfer, cash, or check.

Ship-to

Field Name	Description
Ship-to	Specifies the address to which the products, services are shipped.
	- Default (Sell-to Address): The same as the Customer's Sell-to address.
	- Alternate Shipping Address: One of the Customer's alternate Ship-to addresses.
	- Custom Address: Any Ship-to address that you specify in the fields below.
	TIP: When the Ship-to setting is Default (Sell-to Address), the Project Customer Sell-to Address is used. Since the information is the same as the Sell-to information, the Address information does not display by default. However, to see the information, change the Ship-to option to Custom Address, and the information for the Sell-to Address will be displayed.
Code	Specifies the code for another Shipment Address than the Customer's own address, which is entered by default. If the Ship-to selection is Alternate Shipping Address, a page will open displaying the Ship-to Address List for the Customer. Otherwise, the Code field will remain blank.
Name	Specifies the name for the Customer for shipping.
Address	Specifies the address for the Ship-to address.
Address 2	Specifies additional Address information.
City	Specifies the City for the Ship-to Address.
State	Specifies the State, Province, or County of the Address.
Post Code	Specifies the ZIP Code.
Contact	Specifies the name of the Contact person for the Customer's Ship-to Address.

Posting FastTab

Field Name	Description
Contract Posting Group	Specifies the Posting Group that links transactions made for the Contract with the appropriate General Ledger Accounts according to the General Posting Setup.
Language Code	Specifies the Language Code for the Contract from the standard Dynamics 365 Business Central Language Code List.
Application Method	Specifies how to apply payments to entries for this Contract.

Foreign Trade FastTab

Field Name	Description
Currency Code	Specifies the Currency Code for the Contract. By default, the Currency Code is empty. If you enter a Currency Code here and on a Time or Expense entry, and select Use Posted Currency for Resource, Item and/or Expense on the Contract Card, the system will create the Sales Invoice using the currency. If use posted currency is not selected the invoice will be created in LCY (Local Currency).
Timesheet Currency Code	Specifies the Non LCY (Local Currency) code to be used on Timesheets. Select from the standard Dynamics 365 Business Central Currency List. If the Timesheet will use the LCY (Local Currency) leave the field blank.
Invoice Currency Code	Specifies the Currency Code you want to apply when creating invoices for a Contract. By default, the invoice Currency Code for a Contract is based on what Currency Code is defined on the Customer Card. If none of the Use Posted Currency selections are set to Yes/True, then all invoices for that Contract shall be created in the currency in this field.

Contract Statistics FactBox

Access the Contract Statistics Fact Box by clicking the FactBox icon in the Contract Card.

Contract

Field Name	Description
Contract Amount	Specifies the Contract amount for this Contract. Can be manually entered or based on sum of all project budget price entries.
Approved Change Orders	Specifies the sum of amounts for Change Orders with a status of approved for this Contract.
Revised Value	Specifies the revised value for the Contract which is the sum of the original Contract plus any approved Change Orders.
Pending Change Orders	Specifies the sum of amounts for Contract change orders with a status of pending.
Total Contract Amount	Specifies the total amount for the Contract which is the sum of the revised value and any pending Change Orders.

Actual

Field Name	Description
Contract Billed Amount	Specifies the total posted invoice amount for this Contract either through Projects or Contract billing.
Remaining Contract Amount	Specifies the amount remaining to be billed on the Contract. The total Contract amount less the Contract billed amount.

Budget

Field Name	Description
Contract Budget Cost	Specifies the total budget cost on the Contract from all Projects attached to the Contract.
Contract Usage Cost	Specifies the total actual usage cost on the Contract from all Projects attached to the Contract.
Contract Remaining Cost	Specifies the remaining Contract cost as the budget cost less the usage.
Contract Budget Price	Specifies the total budget price from all Projects attached to the Contract.