View and change a reservation or obligation

You can view and change (maintain) a reservation or obligation.

To view and change a reservation or obligation:

  1. Go to:
    • Financial / Contract management / Contract, Reservation or Obligation tab
    • Financial / Contract management / Reservation
    • Financial / Contract management / Obligation
  2. Open the properties of the reservation or obligation (double-click on the line or click on Maintain).

    This opens the entry layout Enter reservations or Enter Obligations.

  3. View or change the reservation or obligation.

    If the reservation or obligation has the Completed status while it should not have been completed, you can change this status and release the reservation or obligation by deselecting this check box in the entry layout. For this purpose, change the entry layout by adding the Completed check box if it is not yet present in your entry layout.

    You can only change the setting of this check box for completed lines. If you deselect Completed, you can once again change the amount fields.

    If you do not change any amount field and click on complete, the line remains set to the completed status because the Balance is set to 0.00. The setting of the Completed check box is always inferred from the fact that Balance is zero or not.

  4. Click on: Finish.

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