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Create a Contract Line

Contract lines represent individual items or services within a contract. You can create a line either from within an existing contract or directly from the deep_contract_line module. This guide covers both methods and describes all available fields.

Create from a Contract

  1. Open the contract and navigate to the Contract Lines grid.

  2. Click the Add Line button.

  3. A floating window opens with some fields pre-populated from the parent contract. Fill in the remaining fields and save.

Create from the Lines Module

  1. Navigate to the Contract Lines form in the Deepser Backend.

  2. Click the Add Line button.

  3. Fill in all fields manually (no fields are pre-populated when creating from the module) and save.

Contract Line Fields Reference

TabFieldDescriptionNote
Line
ContractContract to which the line belongs.
Line TypeType classification for the line.
NameDisplay name of the line.
StatusCurrent status of the line.
Use LineControls whether the line is selectable in other forms.
Use GroupsRestricts visibility to specific groups.
Start DateDate the line becomes active.
Expiration DateDate the line expires.
Is RecurringWhether the line renews automatically.If set to "No," the line will not be renewed.
Recurring TypeTime recurrence unit.
Recurring QuantityAmount of temporal recurrence.Related to "Recurring Type." For example, if set to Yearly with a quantity of 2, the line is renewed by 2 years on the expiration date.
Recurring Increment PercentageIncrease applied to the "Total Amount" at renewal.For example, if 10% is set and "Total Amount" is 40000, the renewed line will have a "Total Amount" of 44000.
Renewed Contract LinePopulated with the new renewed line.
Calculation TypeDetermines how usage is tracked: None, Time, or Quantity.
Total TimeTotal contracted time.
Spent TimeTime consumed so far.Active when Calculation Type = Time.
Remaining TimeTime remaining on the line.Active when Calculation Type = Time.
Total QuantityTotal contracted quantity.Active when Calculation Type = Quantity.
Spent QuantityQuantity consumed so far.Active when Calculation Type = Quantity.
Remaining QuantityQuantity remaining on the line.Active when Calculation Type = Quantity.
Billing
ProductProduct that is billed.
Product PriceProduct price.Visible only if a product is selected.
Product QuantityQuantity of product for the line.Visible only if a product is selected.
Product SkuSKU of the selected product.Visible only if a product is selected.
Product NameName of the selected product.Visible only if a product is selected.
Price ListPrice list applied to the line.Visible only if a product is selected.
Product Recurring QuantityRecurrence of the quantity (temporal) of the product.Visible only if a product is selected.
Product Recurring TypeTemporal recurrence of the product.Visible only if a product is selected.
Billing ModeDetermines how billing is handled.
Billing Recurring TypeType of billing recurrence.
Billing Recurring QuantityQuantity of billing recurrence.Related to the "Billing Recurring Type" field.
Billing Last DateDate of the most recent billing.Required for billing.
Billing Next DateDate of the next scheduled billing.