This list analysis gives you a complete overview of all contracts with your customers and the resulting orders. You can see all relevant contract and order data together with the customer master data at a glance and can track and control the entire lifecycle from contract entry to order placement and invoicing.
View
Get an overview of the customer master data and basic identification features for each contract, including debtor number, customer code, address and current activity status.
| Property | Description |
| Internal ID (Data ID) | Unique technical ID for system-internal identification of this data record for links and references within the application. |
| Client | Logical client to which this data record is assigned. If client separation is not activated, '01' is always displayed here. Further information can be found in the online help. |
| Customer number | The customer's official debtor number from financial accounting. You also use this number for data exchange with the tax consultant and for invoicing. |
| Customer abbreviation | Four-digit eTASK customer code for internal communication as well as for EANs, application names and database names. |
| Customer | Company name of the customer according to the entry in the Companies & Addresses list. |
| Customer Line 2 | Second line of the customer address with additional information such as department, c/o address or other address supplements. |
| Street / No. | Street and house number of the customer's main address as entered in Companies & Addresses. |
| Zip code | Postal code of the customer address. |
| Location | Location of the customer address. |
| Country | Country of the customer address as assigned in Companies & Addresses. |
| Customer active | Indicates whether the customer is currently still active or whether the end of the contract has already been exceeded. Terminated customers are also considered active until the official end of the contract. |
Contract data
Track the entire life cycle of the contract from conclusion to renewal to possible termination. This area contains all relevant contract information on the contract number, contract type, terms, renewal options and notice periods.
| Property | Description |
| Contract number | Official contract number according to the contract document and contract management for clear identification of the contract. |
| Contract name | Meaningful name or title of the contract according to the contract document for content identification. |
| Contract type | Classification of the contract according to its basic type. Together with the contract type, the contract type determines the responsibilities and processing procedures in the workflow. |
| Contract type | Detailed categorization of the contract. Together with the contract type, the contract type defines the responsibilities and processing procedures in the workflow. |
| Status | Current processing status of the contract. You can define this status manually and it can be independent of the technical workflow status. |
| Terms of payment | Agreed payment terms for services under this contract, e.g. payment term, cash discount or advance payment. |
| Contract from | Date on which the contract was concluded or signed. |
| Start of contract | Official date on which the contractual relationship comes into force and the provision of services begins. |
| Minimum term (number) | Number of time units for the agreed minimum contract term. This value is used together with the time unit to calculate the end of the contract. |
| Minimum term (time unit) | Time unit (e.g. months, years) for the minimum contract term. This is used together with the number of minimum terms to calculate the end of the contract. |
| End of contract Minimum term | Calculated date on which the contract ends after expiry of the minimum term, unless an extension applies or the contract has been terminated. |
| Term in months YTD | Number of months that the contract has already run to date (year-to-date). This key figure allows you to assess the duration of the contract to date. |
| Extension type | Contractually agreed provision for contract extension, e.g. automatic extension, extension option or fixed-term contract without extension. |
| Extension (number) | Number of time units by which the contract is extended at each renewal. This value is used together with the time unit to calculate the new contract end date. |
| Extension (time unit) | Time unit (e.g. months, years) for the contract extension. This is used together with the number of renewals to calculate the new contract end date. |
| End of contract after extension | Current contract end date, taking into account all previous extensions. This date shows you until when the contract currently runs. |
| Notice period (number) | Number of time units for the contractually agreed notice period. This value is used together with the time unit to calculate the termination date. |
| Notice period (time unit) | Time unit (e.g. weeks, months) for the notice period. This is used together with the number of notice periods to calculate the termination date. |
| Expiry of notice period | Deadline by which you must have received notice of termination. After this deadline, the contract will be automatically extended. |
| terminated on | Date on which the termination was issued by the customer or received by you in writing. |
Order data
Get a complete overview of all relevant order data placed on the basis of the contract - including order number, date, customer order number, description and financial key figures on order value and open items.
| Property | Description |
| Order number | System-wide unique eTASK internal order number for identification and tracking of the order in order management. |
| Order from | Date of order placement by the customer. |
| Order number (customer) | The customer's order number according to their order. If not available, the eTASK quotation number or the order number is displayed as an alternative. |
| Brief description | Summarized brief description of the order content for quick identification. |
| Total net value [€] | Total net order value as the sum of all order items excluding VAT. |
| Order completed | Indicates whether the order has been fully completed. Completed orders can no longer include any further services and have no open invoice items. |
| Net order value [€] | Net value of the order excluding VAT. |
| Order value open [€] | Net order value not yet invoiced. This amount shows you which part of the order has not yet been invoiced. |
| Order value per year [€] | Order value normalized to a financial year. This key figure allows you to compare orders with different durations on an annual basis. |
Order item data
Obtain detailed information on the individual items of the order, including allocation to G/L accounts, settlement type and settlement interval for each item.
| Property | Description |
| G/L account number | Account number of the G/L account from the chart of accounts to which this order item is posted. |
| G/L account Designation | Designation of the G/L account from the chart of accounts to identify the content of the posting category. |
| Settlement type | Billing scheme for this order item. Determines whether the item is billed once or recurrently. |
| Billing interval | Time interval in which recurring order items are billed, e.g. monthly, quarterly or annually. |
| G/L account | Full details of the G/L account (number and name) to which this order item is posted. |
