Line Creation
To create a line in Deepser there are two ways:
- From the Contract
- From the model “deep_contract_line”
Creation from Contract
To create a line from the Contract, you will need to move to the “Contract lines” field and press the “Add Line” button.
On the side, a pre-populated floating window will open with some data.
Creation from the Lines module
To create the line directly from the module, you will need to move inside the line form.
From the module, press the “Add Line” button.
The form that will open will not be pre-filled, different from creating the line from the contract.
Tab | Field | Description | Note |
Line |
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| Contract | Contract to which the line is related |
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| Line Type | Line type |
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| Name |
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| Status |
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| Use Line |
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| Use Groups |
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| Start Date |
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| Expiration Date | Line expiration date |
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| Is Recurring | Flag indicating if the line is renewable | If it is set to “No,” the line will not be renewed |
| Recurring Type | Time Recurrence |
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| Recurring Quantity | Quantity of temporal recurrence | Field related to “Recurring Type.” If the first is populated to Yearly and the second to 2, on the expiration date the line will be renewed by 2 years |
| Recurring Increment Percentage | Increasing the “Total Amount” field at renewal | If 10% is set and “Total Amount” is at 40000, in the renewed line the “Total Amount” field will be 44000 |
| Renewed Contract Line | Populated with the new renewed line |
|
| Calculation Type | Select with values: None, Time, Quantity |
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| Total Time | Total line time |
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| Spent Time | Time spent of the line | Calculation Type = Time |
| Remaining Time | Remaining line time | Calculation Type = Time |
| Total Quantity | Total line quantity | Calculation Type = Quantity |
| Spent Quantity | Quantity used of the line | Calculation Type = Quantity |
| Remaining Quantity | Remaining quantity of the line | Calculation Type = Quantity |
Billing |
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| Product | Product that is billed |
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| Product Price | Product price | Visible only if a product is selected |
| Product Quantity | Quantity of product for the line | Visible only if a product is selected |
| Product Sku |
| Visible only if a product is selected |
| Product Name |
| Visible only if a product is selected |
| Price List |
| Visible only if a product is selected |
| Product Recurring Quantity | Recurrence of the quantity (temporal) of the product | Visible only if a product is selected |
| Product Recurring Type | Temporal recurrence of the product | Visible only if a product is selected |
| Billing Mode |
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| Billing Recurring Type | Type of recurrence |
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| Billing Recurring Quantity | Quantity of billing recurrence | Related to the “Billing Recurring Type” field. |
| Billing Last Date |
| Fundamental to billing |
| Billing Next Date |
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