Contract Installments List (tsctm4100m100)
Use this session to view the list of contract installments.
Pro Forma Invoicing
To create pro forma invoice for the service contract and the contract installments, you can use the Process Contract Installment Pro Forma Invoices option from the Action menu. The Process Contract Installment Pro Forma Invoices (tsctm4291m000) session is displayed to process the pro forma invoices for the service contract and the contract installments.
To view the Pro Forma Invoicing Workbench (cisli3640m000), you can use the Pro Forma Invoices from the Reference menu.
Field Information
- Service Contract
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The service contract that is linked to the installment.
- Installment Number
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The sequence number that identifies the installment line.
- Status
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- Free
-
You can maintain the installment.
- Accepted
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The installment has been accepted and you cannot change it. You can release it to the Invoicing module in Invoicing .
- Transferred
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You cannot change the installment. It has been transferred to the Invoicing module. You can invoice and print the installment in Invoicing .
- Posted
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The Invoicing module has posted the installment to the General Ledger module in Financials . You can delete the installment after you post it to history.
- Canceled
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The installment has been canceled. You can delete the installment after you post it to history.
Status relationships
The following table shows the possibilities of the new status values related to the old ones:
Free X X(S+A) X(S+A) Accepted X X(S) X(S+A) Transferred X(I) X X(I) Posted X Canceled X
- Planned Invoice Date
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The date that you plan to invoice the installment amount.
Note: This is also the date for which the amount is calculated. - Net Amount
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The installment's net amount.
Default value
net installment amount = installment amount - discount amount - Currency
-
The currency, which is specified in the service contract.
- Cost Amount
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The forecast cost amount for the installment period.
Note:You can include a discount by using the following formula:
discount amount = discount percentage * installment amount - Cost Amount
-
The currency, which is specified in the service contract.
- Invoice Number
-
Invoicing enters the transaction type's code that is linked to the installment.
- Transaction Type
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Invoicing enters the transaction type's code that is linked to the installment.
- Invoice Number
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Invoicing enters the installment's invoice sequence number
- Invoice Date
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Invoicing enters the date on which you invoice the installment.
- Revenue Amount in Home Currency
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The revenue amount expressed in home currency. This value is updated when the contract installment is processed for invoicing.
Note: This field is applicable only if the Use Multiple Functional Currencies check box is selected in the Companies (tcemm1170m000) session. - Rate/Rate Factor
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The currency rate for the home currency and the contract currency.
Note: This field is applicable only if the Use Multiple Functional Currencies check box is selected in the Companies (tcemm1170m000) session. - Rate Factors for Home Currencies
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The rate factor for the home currency and the contract currency.
Note: This field is applicable only if the Use Multiple Functional Currencies check box is selected in the Companies (tcemm1170m000) session. - Rate Date
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The date and time when the currency rate is valid.
Note: This field is applicable only if the Use Multiple Functional Currencies check box is selected in the Companies (tcemm1170m000) session.