Package Contracts Screen

Last verified with: 10.8.6.0

Overview #

The Package Contracts screen is used to define contract terms that can be attached to package frequencies in the product catalog or applied to account packages. These contracts define how long the contract lasts, what should happen when the term ends, and what early termination charges apply if the contract is ended before completion.

This screen is intended for package-level contract definitions. If you need broader contract behavior that applies across account-level package relationships, that is handled through account contracts rather than through this setup screen.

Prerequisites #

• Services with a Fee base type should already exist if you want to configure early termination charges.

Contracts Panel #

The Contracts panel on the left displays the available package contracts. Selecting a contract loads its details on the right so you can review or update it.

Actions #

Icon	Description
	Deletes the selected contract if not in use
	Adds a new contract

Edit Contract Panel #

The Edit Contract panel displays the selected contract and is where its main settings are maintained.

Fields #

• Name: The descriptive name for the contract.
• Active: Controls whether the contract is available for new configuration. Inactive contracts remain available for reference on existing records but are not intended for new use.
• Term: Defines the contract length.
• Unit: Works with Term to define the full contract duration, such as months or years.
• Renew Type: Defines what should happen when the contract reaches the end of its term.
• Contract: Appears when the selected Renew Type starts a new contract, and lets you choose which contract will replace the current one.

Renew Type #

The Renew Type setting controls the outcome when the contract expires. Depending on the available renewal options in your environment, the contract can renew automatically, expire, cancel the related package, or move to another contract.

When the selected renewal behavior starts a new contract, the Contract field becomes available so you can choose the replacement contract.

Early Termination Tab #

The Early Termination tab is used to configure the fee behavior that applies when a contract is ended before the full term has been completed.

Fields #

• Transaction Service: The fee-based service that will be used when the early termination charge is created.
• Charge Remainder: Indicates that the remaining contract value should be charged when the contract is terminated early.
• Revoke Discounts: Becomes available when Charge Remainder is enabled and indicates that contract-related discounts should also be revoked as part of the early termination treatment.

Currency List #

The currency list on this tab allows you to configure an early termination amount for each available currency.

Each row shows:

• Currency: The currency name.
• Code: The currency code.
• Amount: The early termination fee amount that will apply for that currency.

If no amount is entered for a currency, no fixed early termination fee is configured for that currency.

References Tab #

The References tab shows where the selected contract is already in use. This helps determine the impact of changes and whether the contract can be deleted.

Depending on the type of reference, the tab can show details such as:

• the package and frequency where the contract is used
• the account package where the contract is already applied

Guides #

Adding Contracts #

• In the Contracts panel, click the add icon.
• Enter the contract details.
• If required, choose the renewal behavior.
• If the selected renewal behavior starts a new contract, choose the replacement contract in Contract.
• If early termination charges are required, open the Early Termination tab and enter the appropriate fee details.
• Click Save.

Editing Contracts #

• In the Contracts panel, select the contract you want to update.
• Modify the contract details as needed.
• Open the Early Termination tab if you need to update fee behavior.
• Click Save when you are finished.

Deleting Contracts #

• In the Contracts panel, select the contract you want to delete.
• Review the References tab if you need to confirm where it is used.
• Click the delete icon.
• On the confirmation dialog, click Yes.

Adding a Contract to a Package #

Package contracts can be assigned directly to account packages or configured on package frequencies so they are applied as part of product setup.

Adding Contracts to Account Packages #

See the account package documentation for instructions on applying a contract to an account package.

Adding Contracts to Package Frequencies #

Open the package frequency configuration for the package you want to update and select the appropriate contract there.