Implementing the Contract Functionality

This chapter provides information about the initial steps required to create contracts in Acumatica ERP. You will learn about specifying the basic contract management settings you will use for creating contracts.

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Contract Functionality Implementation: General Information

In Acumatica ERP, contracts reflect the binding agreements your organization has with its customers and the specific terms of these agreements. During the implementation process, you perform the initial system configuration, define the entities used in a contract, and enter the basic terms of each contract into Acumatica ERP.

Contract Functionality Implementation: Configuration Prerequisites

Before starting to create contracts, you should be sure that the needed feature has been enabled, the needed settings have been specified, and the applicable entities have been created, as described in the following sections.

Contract Functionality Implementation: Implementation Activity

In this implementation activity, you will learn how to enable the Contract Management feature and review the basic contract management settings.

Contract Functionality Implementation: Discount Application to a Contract

In this topic, you will find details on the discount code that you can apply to a contract. The discount code determines the discount rate, the application rules, and the items it can be applied to.