This evaluation contains all contracts that have an active contract value today. Please adjust the columns of the report to suit your needs and save a personal view to make the best use of the report. If you want to view contract values and details of inactive contracts, use the "Master list of contracts" table, where all contracts are listed.
Main contract
This group contains central information on the main contract of a policyholder. Key data and conditions of the superordinate contract are recorded here.
| Property | Description |
| Contract number Main contract | The number of the main contract that can be maintained in the "Main contract" field in the contract form. |
| Name of main contract | Indication of the name of the main contract. |
| Main contract from | Indication of the date on which the main contract was signed. |
Contract master data
This group includes basic contract information such as contract number, term and status. It forms the basis for managing and analyzing the current contract periods.
| Property | Description |
| Contract number | Specification of the contract number. |
| Contract name | Specification of the name of the contract. |
| Contract type | Specification of the contract type. |
| Contract status | Indication of the contract status. |
| Contract type | Specification of the contract type. |
| Contract description | Description of the contract. |
| Contract in the tenant balance | Indication of whether the contract should be included in the tenant balance. |
| Storage location original contract | Indication of the storage location of the original contract. |
| Lot number Contract | If a lot number is stored for the contract, it will be indicated here. |
| Final installment contract | Specification of the final installment of the contract in euros. |
| Current net contract value [€ p.a.] | Indication of the annual net contract value in euros. |
| Current gross contract value [€ p.a.] | Indication of the annual net contract value in euros. |
Corporation
This group includes characteristics for the classification of the contracting company and its organizational assignment. It contains information on the legal and structural classification of the contractual partner within the company.
| Property | Description |
| Creditor ID of the company | Indication of the creditor ID of the company. |
| Society | Company information on the contract. |
| Society as | Indication of whether the company acts as contractor or principal. |
| Company number | Indication of the company number. |
| Comment on the company | Indication of the stored comment on the company from the company's data record. |
Contract dates
This group contains temporal characteristics for contract periods, such as start and end dates of current contracts. It enables the analysis of contract terms and cycles in the context of the master list for contract periods.
| Property | Description |
| Contract from | Indication of the date the contract was signed. |
| Start of contract | Indication of the date on which the contract begins. |
| Minimum term (number) | The minimum term of the contract can be specified in different units, e.g. "months" or "years". The number of selected periods is shown here. |
| Minimum term (time unit) | Specification of the time unit in which the minimum term is specified, e.g. "month" or "year"). |
| End of contract Minimum term | Indication of the date on which the minimum term expires. |
| Extension (number) | Like the minimum term, the extension can also be specified in different time units. The number of selected time units is shown here. |
| Extension (time unit) | Specification of the selected time unit for the contract extension, e.g. "months" or "years". |
| End of contract after extension | Specification of the date on which the extension period expires. |
| Notice period (number) | You can also select your own time units for the notice period. The number of time units is specified here. |
| Notice period (time unit) | Specification of the time unit in which the notice period is given, e.g. "weeks" or "months". |
| Expiry of notice period | Indication of the next possible date on which the contract can be terminated. |
| Written notice of termination? | Indication of whether the contract must be terminated in writing. |
| Terminated on | Indication of the date on which the contract was terminated. |
| Resubmission date | Specification of the next resubmission date. As soon as this date is set, the contract is listed in the resubmission (Basic data - Contract management - Resubmission). |
| Reason for resubmission | Indication of the reason for resubmission. |
Contract values
This group includes characteristics that relate to the monetary aspects and values of the current contract periods. It contains information on amounts, prices and key financial figures for the contracts.
| Property | Description |
| Contract value Debit position from | Specification of the date from which the contract value is to be taken into account in the monthly debit position. |
| Contract value Debit position until | Specification of the date up to which the contract value is to be taken into account in the debit position. |
| Monthly value (net in €) | Indication of the monthly net contract value in euros. |
| Monthly value (gross in €) | Specification of the monthly gross contract value in euros. |
Contract value Details
This group contains detailed information on the financial value of a contract within the current contract period. It includes key figures such as the contract amount, discounts and effective payment amounts.
| Property | Description |
| Detail value Position | Specification of the position of the detail value. |
| Detail value Starts from | Indication of the date from which the detailed value is valid. |
| Detail value Ends at | Specification of the date until which the detailed value is valid. |
| Detailed value Description | Description of the detailed value. |
| Detailed value G/L account number | Indication of the number of the G/L account assigned to the detailed value. |
| Detailed value G/L account designation | Indication of the name of the G/L account that is assigned to the detailed value. |
| Detail value cost center | Specifies the number of the cost center assigned to the detailed value. |
| Detailed value Cost center designation | Specifies the name of the cost center assigned to the detailed value. |
| Detailed value Net amount [€] | Indication of the monthly net amount of the detailed value in euros. |
| Detail value Comment | Indication of a comment on the detail value. |
Client
All fields relating to the client refer to contracts in which the company is not the client but the contractor. The information comes from the client's company data record under Basic data - Companies/Addresses.
| Property | Description |
| Client Company name | Indication of the client's company name. |
| Client Company name (2nd line) | If applicable, state the 2nd line of the client's company name. |
| Client Company name (3rd line) | If applicable, indicate the 3rd line of the client's company name. |
| Client Department | Indication of the client's department with which the main communication takes place. |
| Client Main trade | Specification of the client's main trade. |
| Client status | Indication of the status of the client (e.g. "inactive"). |
| Client Remark | Indication of a comment on the client. |
| Client Group | Specification of a group as a filter or sorting criterion. |
| Client code | Specification of a code for the client. |
| Client Partner number / Customer number | Specification of the customer number for the client. |
| Client Street | Specify the street address of the client. |
| Client Postcode | Specification of the postal code (zip code) of the client's address. |
| Client Location | Indication of the location of the client's address. |
| Client Country | Specification of the country of the address of the client. |
| Client P.O. Box | Specification of the client's post office box. |
| Client Postcode P.O. Box | Specification of the zip code of the client's post office box. |
| Client e-mail | Specification of the main e-mail address of the client. |
| Client website | Submission of the client's website. |
| Client country code | Specification of the country code of the client's telephone number. |
| Client area code | Indication of the local area code of the client's telephone number. |
| Client Telephone | Indication of the client's telephone number. |
| Client Fax | Indication of the fax number of the client. |
| Client Contact person | Specification of the contact person at the client. |
| Client form of address | Specification of the form of address to be used in written communication with the client. |
| Client Last contact/appointment | Indication of the date of the last contact with the client. |
| Client Next contact/appointment | Indication of the date of the next planned contact with the client. |
| Client Comment on the appointment | Indication of a comment on the planned next appointment with the client. |
Client Main contact person
This group contains information on the client's primary contact person for the current contract period. It includes contact details and responsibilities of the client's main contact person.
| Property | Description |
| AG Contact person Title | Specification of the title to be used in communication with the client's main contact person. |
| AG Contact person Salutation | Specification of the form of address to be used in communication with the client's contact person. |
| AG Contact person First name | Indication of the first name of the client's contact person. |
| AG Contact person Last name | Indication of the surname of the contact person of the client. |
| AG Contact person Function | Indication of the function held by the client's contact person. |
| AG Contact person Phone | Specification of the landline number of the client's contact person. |
| AG Contact for mobile communications | Indication of the mobile phone number of the client's contact person. |
| AG Contact person e-mail | Specification of the e-mail address of the client's contact person. |
| AG Contact person Fax | Specify the fax number of the client's contact person. |
| AG Contact person Supervisor | Specification of the superior of the contact person of the client. |
Contractor
All contractor fields refer to contracts where the company is not the contractor but the client. The information comes from the company data record of the client under Basic data - Companies/Addresses.
| Property | Description |
| Contractor Company name | Indication of the contractor's company name. |
| Contractor Company name (2nd line) | If applicable, state the 2nd line of the contractor's company name. |
| Contractor Company name (3rd line) | If applicable, indicate the 3rd line of the contractor's company name. |
| Contractor Department | Indication of the contractor's department with which the main communication takes place. |
| Contractor Main trade | Specification of the contractor's main trade. |
| Contractor status | Indication of the status of the contractor (e.g. "inactive"). |
| Contractor Remark | Indication of a comment on the contractor. |
| Contractor Group | Specification of a group as a filter or sorting criterion. |
| Contractor Code | Specification of a code for the contractor. |
| Contractor partner number / customer number | Specification of the customer number at the contractor. |
| Contractor Street | Specify the street of the contractor's address. |
| Contractor Postcode | Enter the postal code (zip code) of the contractor's address. |
| Contractor Location | Indication of the location of the contractor's address. |
| Contractor Country | Indication of the country of the contractor's address. |
| Contractor P.O. Box | Specification of the contractor's PO box. |
| Contractor Postcode P.O. Box | Specification of the zip code of the contractor's post office box. |
| Contractor e-mail | Specification of the contractor's main e-mail address. |
| Contractor website | Submission of the contractor's website. |
| Contractor country code | Indication of the country code of the contractor's telephone number. |
| Contractor area code | Indication of the local area code of the contractor's telephone number. |
| Contractor Telephone | Indication of the contractor's telephone number. |
| Contractor Fax | Indication of the contractor's fax number. |
| Contractor Contact person | Indication of the contractor's fax number. |
| Contractor form of address | Specification of the form of address to be used in written communication with the contractor. |
| Contractor Last contact/appointment | Indication of the date of the last contact with the contractor. |
| Contractor Next contact/appointment | Indication of the date of the next planned contact with the contractor. |
| Contractor Comment on the appointment | Indication of a comment on the planned next appointment with the contractor. |
Contractor Main contact person
This characteristic group contains information on the primary contact person on the contractor's side for the current contract period. It includes contact details and responsibilities of the main contact person.
| Property | Description |
| AN Contact person Title | Specification of the title to be used in communication with the contractor's main contact person. |
| AN Contact person Salutation | Specification of the form of address to be used in communication with the contractor's contact person. |
| AN Contact person First name | Indication of the first name of the contractor's contact person. |
| AN Contact person Last name | Indication of the surname of the contractor's contact person. |
| AN Contact person Function | Indication of the function held by the contractor's contact person. |
| AN Contact person Phone | Specification of the landline number of the contractor's contact person. |
| AN Contact person for mobile communications | Indication of the mobile phone number of the contractor's contact person. |
| AN Contact person e-mail | Specification of the e-mail address of the contractor's contact person. |
| AN Contact person Fax | Specification of the fax number of the contractor's contact person. |
| AN Contact person Supervisor | Specification of the superior of the contractor's contact person. |
workflow details
This group contains characteristics on the flow and status of the contract processing process. It includes information on processing steps, releases and the current processing status of the contracts.
| Property | Description |
| Active workflow step | Indication of which workflow step the contract is currently in. |
| Responsible workflow role | Specification of the workflow role that is currently responsible for the contract. |
Structural data
This group includes basic structural information on the current contract periods. It contains characteristics that define the framework and organization of the contract data.
| Property | Description |
| Country code (from hierarchy level 1) | The short name of the country, based on the selection at the linked hierarchy level 1. |
| Country Designation (from hierarchy level 1) | Long name of the country |
| Hierarchy level 1 Code | The short name of hierarchy level 1, based on the selection at hierarchy level 2. |
| Hierarchy level 1 Designation | Long name of the hierarchy level 1. |
| Hierarchy level 2 Code | Short name of hierarchy level 2. If a building, a location or a hierarchy level 3 was selected in the contract, then hierarchy level 2 comes from this dependency, otherwise the hierarchy level 2 selected in the contract is used. |
| Hierarchy level 2 Designation | Long name of hierarchy level 2 |
| Hierarchy level 3 Code | Abbreviation of hierarchy level 3. If a building or location was selected in the contract, then hierarchy level 2 is used for this dependency, otherwise hierarchy level 3 selected in the contract is used. |
| Hierarchy level 3 Designation | Long name of hierarchy level 3 |
| Country code (from location) | Short name of the country, based on the selection at the location |
| Country Designation (from location) | Long name of the country |
| State Code (from location) | Short name of the country, based on the postal code given at the location. |
| Federal state Designation (from location) | Long name of the federal state |
| Location code | Short name of the location. If a building was selected in the contract, then the location comes from this dependency, otherwise the location selected in the contract is used. |
| Location Designation | Long name of the location |
| Building group code | Abbreviation of the building group if the building has such a structure |
| Building group Designation | Long name of the building group |
| Building code | Short name of the building selected in the contract. |
| Building number | Output the number of the building as in the last part of the building code |
| Building designation | Long name of the building |
| State code (from building) | Abbreviation of the building, based on the postal code indicated on the building |
| Federal state Designation (from building) | Long name of the federal state |
