Contracts
There are various system automatisms in the “ deep_contract_contract” module to ensure the best management.
Expiration and Renewal
The first automatism relates to the expiration of a contract and its possible renewal.
To make this automatism work, the following fundamental fields are present.
FIELD NAME | DESCRIPTION | NOTE |
Expiration Date | Contract expiration date |
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Is Recurring | Flag indicating if the contract is renewable | If it is set to “No,” the contract will not be renewed |
Recurring Type | Time Recurrence |
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Recurring Quantity | Amount of temporal recurrence | Field related to “Recurring Type.” If the former is populated to Yearly and this to 2, on the expiration date the contract will be renewed by 2 years |
Recurring Increment Percentage | Increment of “Total Amount” field at renewal | If 10% is set and “Total Amount” is at 40000, in the renewed contract the “Total Amount” field will be 44000 |
Renewed Contract | Populated with the new renewed contract |
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There is a System Job, which runs automatically every 2 hours, that performs a check on the expiration of contracts and their possible renewal.
If Job finds a contract with the expiration date less than the current expiration date (1), set the “Expired” field to “Yes” (2).
In addition, if the “Is Recurring” field is valorized to “Yes”, the automatism for renewal is triggered.
The date entered in the “Expiration Date” field is retrieved and, the new contract, is renewed according to the entered timing.
For example, if the date of the expired contract (1) is 09/08/2021 and the recurrence is 2 months, the new contract (2) will automatically have the expiration date set to 09/10/2021.
“Use Groups” field
There is a “Use Groups” field inside the contract, which manages the contract’s visibility within the other modules.
By setting in the “All Groups” field, the contract can be used, for example in tickets, by all users.
If a specific group is set, e.g. “IT – First Level”, all users will have visibility of the contract (if the role/permissions allow), but only users belonging to the specific group will be able to set it in a ticket.
User member of the group
User not a member of the group
Note: By setting the “Use Contract” field to “No,” the contract will not be visible in other modules select regardless of which group the user belongs to.
Amounts
Within the Contracts form, there is a fieldset called “Amounts.”
Here, the amounts of contracts and related lines are managed.
FIELD NAME | DESCRIPTION | NOTE |
Total Amount | Total contract amounts |
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Lines Total Amount | Total amount used in the lines |
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Recurring Lines Amount | Total amount used in recurring lines |
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Non Recurring Lines Amount | Total amount used in non-recurring lines |
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This automatism is related to the “Recurring Increment Percentage” field seen in the “Expiration and Renewal” section.
