Import a contract in Financial

You can import contracts in Financial. When you import a contract, you can also import custom contract fields.

The Contracts import contains the Contract sequence number field. This field is different from the contract number; the contract number cannot be imported or changed via the import. That is because the contract number is determined by a counter. However, for a new contract you can import the contract number into the Contract sequence number field.

Note:

The menu item General / Financial / Management / Import / Contract authorised using the Authorisation tool.

To import debit mandates:

  1. Go to: Financial / Management / Import / Contract.
  2. Next, you proceed with importing using the wizard.

    The continuous mandates to be imported are ‘matched’ with the debtors from the environment.

See also:

Directly to

  1. Contract management in Financial
  2. Set up contract management in Financial
  3. Add a contract to Financial
  4. View and change a contract in Financial
  5. View a contract financially in InSite
  6. Link assets to a contract
  7. Maintain contracts per purchase contact/creditor
  8. Add a purchase order to a contract
  9. Terminate a contract in Financial
  10. Contract dossier in Financial
  11. Add a reservation
  12. Add an obligation
  13. Write off a purchase invoice from a reservation or obligation
  14. Contract extension workflow in Financial