Setting up a contract line preset

  1. Access SunSystems.
  2. Specify RLP in the search field and select Contract Line Preset (RLP).
  3. Specify the Contract Line Preset Code and click OK.
  4. In the information dialog box, click Yes.
  5. Specify this information:
    Preset Short Heading
    Specify a shortened version of the contract line description to use in the contract line preset.
    Preset Data Access Group (DAG) Code
    The DAG code to be applied to restrict operator from accessing this data.
    Preset Description
    Up to 100 characters of text to describe generate type.
    Preset Lookup Code
    The lookup code can be used to find a record, as an alternative to the record code. It is often set to a shortened version of the description. It is particularly useful if a record is often referred to using different codes. For example, the Chart of Accounts code for Fuel Expenses is 75201 and the Lookup Code is set to FUELEXP.
    Preset Type
    Select type of preset:
    • Start Of Contract
    • Item
    • Prompted
    • Line Number
    • End of Contract
    • Sales Type
    • Start of Line
    • End of Line
    • Default
    Note: If you set Preset Type to:
    • Item then you must specify Item Code.
    • Sales Type then you must specify Sales Type.
    • Line Number then you must specify Line Number.
    Line Number
    Automatically generated contract line number.
    Hierarchy Level
    Specify a hierarchy level of a contract line preset.
    Sales Type Code
    The required sales type for the contract.
    Sales Type for Validate Only
    The required sales type for the contract line if separate credit note runs of Generate Invoices are required.
    Sales Type for Credit Note
    The required sales type for the contract line if separate credit note runs of Generate Invoices are required.
    Phase Code
    Optionally, you can specify the unique code for the phase of contract line detail.
  6. Specify this information from the Details tab:
    Item Code
    If the Preset Type is set to Item, this field contains the item's code.
    Description 1-3
    Description added to the contract line using the preset.
    Account Code
    To attach the contract line preset to a specific account, select the specific account code then click OK.
    Asset Code
    To attach the contract line preset to a specific asset, select the specific asset code then click OK.
    Lookup Code
    Specify the lookup code to add in the contract line preset.
    Delivery Address Code
    Select the address code where deliveries are made as you define in the Addresses (ADD) then click OK.
    Invoice Address Code
    Select the address where invoices are sent as you define in the Addresses (ADD) then click OK.
    Miscellaneous Address Code
    Select the miscellaneous address as you define in the Addresses (ADD) then click OK.
    Miscellaneous Input 1-2
    Specify the miscellaneous inputs to use in the contract line preset.
    Status
    Each static data record contains a status code that determines the current processing status of the record:

    • Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.

    • Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.

    • Suspended/Held - a suspended record.

    • Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.

    A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record. You can alter the status of a record at any time. You must use the options on the Action menu to change the status.
    Reason Code
    Select whether the reason code to set on each contact credit lines is DAMAGED, FAULTY, INCORRECTSTOCK, INVADJ, OUT OF SPEC, or OUT OF STOCK.
    Payment Terms Group Code
    The payment terms that apply to the customer which are defined using Payment Terms (PYT). They determine when a transaction is due for payment, whether any settlement discounts are allowed and can calculate other selected payment related dates and charges, or document dates. The payment terms group also determines whether a transaction must be split into installments using scheduled payments.
    Short Heading
    Specify the short heading.
    Miscellaneous Reference 1-2
    Specify the miscellaneous references to add in the contract details.
  7. Specify this information from the Billing tab:
    Recurrence Code
    The recurrence code uniquely identifies recurrence.
    Recurrence Day
    Specify the day of recurrence.
    Recurrence Once Off Date
    Select the recurrence off date to bill on the contract.
    In Arrears
    Select the check box to run the In Arrears.
    Use Installments
    Select the check box to ise installments.
    Recurrence Month
    Specify the month of recurrence.
    Recurrence Once Off Date Option
    Select one of these option:
    • Not Set
    • Current
    • First Day of Month
    • Last Day of Month
    • First Day of Year
    • Last Day of Year
    • Start Date
    • End Date
    • Review Date
    • Misc Date 1
    • Misc Date 2

    Offset: Specify +n or -n as an offset to be applied to the date.

    Unit: Select days, months or years as the offset unit.

    Billing Indicator
    Select whether the billing indication in the contract line preset is for Billing Only, Reporting Only, or Both.
    Installments Number
    Select whether to use or not the installment feature in recurring invoicing.
    Recurrence Interval
    Specify the recurrence interval to bill on the contract.
    Recurrence Once Off Date Offset
    Select the recurrence off date to bill on the contract.
    Recurrence Once Off Date Calculation Unit
    Select the recurrence calculation unit date to bill on the contract.
  8. Specify this information from the Analysis tab:
    Department
    Select whether the analysis code is:
    • # - for not analysed analysis code.
    • 11 - for corporate sales.
    • 12 - for enterprise sales.
    • 13 - for general sales.
    • 21 - for development.
    • 22 - for documentation.
    • 23 - for quality assurance.
    • 31 - for training.
    • 32 - for implementation.
    • 41 - for information technology.
    • 42 - for marketing.
    • 43 - for administration.
    • 44 - for finance department.
    .
    Tax
    Select whether the analysis code is:
    • # - for not analysed tax.
    • E - for exempt tax.
    • H - for higher rate value-added tax (VAT).
    • L - for lower rate value-added tax(VAT).
    • V - for standard rate value-added tax (VAT).
    • X - for export tax.
    • Z - for zero-rated tax.
    .
    Analysis Code 3-10
    The analysis code to be used for the preset.
  9. Specify this information from the Dates tab:
    Start Date
    Select the start date to display in a contract line preset.
    End Date
    Select the end date to display in a contract line preset.
    Review Date
    Select the review date to display in a contract line preset.
    Miscellaneous Date 1-2
    Select the first and second miscellaneous dates to display in a contract line preset.
    Start Date Option
    Select the start date option to display in a contract line preset.
    End Date Option
    Select the end date option to display in a contract line preset.
    Review Date Option
    Select the review date option to display in a contract line preset.
    Miscellaneous Date Option 1-2
    Select the miscellaneous dates option to display in a contract line preset.
    Start Date Offset
    Specify the start date offset to display in a contract line preset.
    End Date Offset
    Specify the end date offset to display in a contract line preset.
    Review Date Offset
    Specify the review date offset to display in a contract line preset.
    Miscellaneous Date Offset 1-2
    Specify the miscellaneous dates offset to display in a contract line preset.
    Start Date Calculation Offset
    Select the start date calculation offset to display in a contract line preset.
    End Date Calculation Unit
    Select the end date calculation unit to display in a contract line preset.
    Review Date Calculation Unit
    Select the review date calculation unit to display in a contract line preset.
    Miscellaneous Date 1-2 Calculation Unit
    Select the miscellaneous dates calculation unit to display in a contract line preset.
  10. Specify this information from the Values tab:
    Quantity Value
    Specify the quantity value to use in the contract line preset.
    Unit Price Value
    Specify the unit price value to use in the contract line preset.
    Quantity Override Flag
    Select to allow the user to change the quantity override values in the control line preset.
    Unit Price Override Flag
    Select to allow the user to change the unit price values in the control line preset.
    Quantity Control Number
    Specify the quantity control number to use the control line preset in the Contract Setup form (RCS).
    Unit Price Control Number
    Specify the unit price control number to use the contract line preset in the Contract Setup form (RCS).
    Unit Price Prorate Method
    Select whether there is no unit price prorate method, not set, or set in monthly, daily, weekly, annually, traditional quarterly, normalized, simple monthly, or 30 days in the contract line preset.
    Unit Price Recurrence Code
    Select whether the unit price recurrence code to add in the contract line preset is monthly or quarterly.