1.) User Access Rights for Contract Management

This view defines the user roles and permissions for Contract Management. Administrators can assign roles such as Contract Manager, Contract Administrator, and Contract User to control how each user interacts with contracts. By setting these rights, companies ensure a secure, role-based workflow, where only authorized team members can create, approve, or manage contracts, while other users may have limited access.

Navigation : Settings → Users & Companies → Users

2.) Contract Settings for Administrators

This view is available only to administrators and allows enabling key contract configuration options. Two main settings can be controlled:
Use Contract Approval Workflow: Activates team-based approval processes with optional or required steps.
Use Contract for Invoices: Enables the ability to generate customer invoices and vendor bills directly from contracts.

Navigation : Settings → General Settings

3.) Contract Approval Teams

This view allows administrators or team leaders to create and manage contract approval teams. Each team is assigned a team leader who oversees the approval process for contracts. Teams can be configured based on contract type (e.g., purchase or sales) and linked to a specific company. This setup enables organizations to design flexible, multi-level approval workflows tailored to their needs.

Navigation : Contract Management → Configuration → Contract Approval Team

4.) Contract Approval Team Detail

This view shows the details of a contract approval team. A team leader is assigned, and members are listed with their roles, permissions, and approval conditions. Each member can be configured with editing rights, minimum and maximum approval limits, and optional custom condition codes. This setup provides organizations with a clear and controlled workflow for approving contracts.

5.) Contract Approval Rules with Conditions

This view shows a contract approval team with multiple members, each assigned specific approval limits and custom conditions. Approvers can be restricted based on minimum and maximum amounts, as well as tailored business rules defined through custom condition codes.

6.) Configuring Contract Approver Conditions

Set rules to include or exclude approvers in the contract workflow using Python expressions. Approvers can be restricted by amount limits, vendors, departments, or contract dates, with the option to allow edits before approval.

7.) Contract List View

Displays all contracts with key details such as reference, partner, responsible user, company, type, and status. Users can create new contracts, search, and filter to manage active, expired, or draft agreements easily.

Navigation : Contract Management → Contract

8.) Contract Kanban View

Presents contracts in a Kanban board categorized by status (Approval, Cancelled, Draft, Expired). Users can easily track contract progress and switch between list and Kanban views for better visibility.

9.) Contract Form View

Shows detailed contract information including partner, type, start and end dates, cost, currency, payment terms, and approval team. Users can manage terms, approvals, and contract settings directly from this view.

10.) Contract Lines View

Displays detailed contract line items such as products, labels, analytic accounts, quantities, unit of measure, prices, and discounts. The Use Lines option allows contracts to include itemized details, and users can add or edit lines directly.

11.) Contract Workflow Stages

Shows the different contract stages such as Draft, Approval, Running, Expired, Close, To Renew, and Cancelled. The Confirm button moves a contract from Draft to the approval workflow, ensuring proper validation before execution.

12.) Contract Approval Stage

Once confirmed, the contract moves from Draft to the Approval stage. Approvers can either approve, return for correction, or cancel the contract. The status change is logged automatically in the chatter for traceability.

13.) Contract Approval Demo User with "Can Edit" Rights

In this view, a demo user with limited access rights is reviewing the contract. Since the "Can Edit" option is enabled in the approval team configuration, the user can edit contract details before approving. The system displays buttons for Approve, Return for Correction, or Cancel, allowing flexible control over the approval process.

14.) Return for Correction Contract Approval Wizard

When the Return for Correction button is clicked during the approval process, a wizard opens where the approver can enter remarks. Once confirmed, the contract automatically moves back to the Draft stage for further editing. Both Managers and Users with "Can Edit" rights can update the contract details before resubmission.

15.) Multi-User Approval Tracking in Contracts

The Approval tab displays all assigned users (e.g., Marc Demo, Mitchell Admin) along with their individual contract approval statuses (Approved / Pending). This allows tracking of which users have approved and which are still awaiting action. The top buttons (Return for Correction / Cancel) remain available for further workflow control.
Key Feature: Supports multi-level approvals by showing per-user decisions before final contract confirmation.

16.) Contract Approval - Michel Admin

Michel Admin has user access rights. They can approve the contract but cannot edit the record.

17.) Contract Approved - Status Running

Once all assigned users (Marc Demo and Mitchell Admin) approve the contract, the system automatically changes the status to "Running".

18.) Create Invoice in Running State

When the contract is in the Running state, the system allows users to generate invoices multiple times. However, only users with Edit and Manager rights can create invoices. Regular users cannot create invoices, ensuring control and security in the billing process.

19.) Invoice Created from Running Contract

When the contract is in the Running state, managers or users with Edit rights can click Create Invoice. Each time an invoice is generated, the Invoice counter increases automatically (e.g., 1, 2, 3 ... ). This allows multiple invoices to be created for the same contract as needed, while ensuring only authorized users have the right to perform this action.

20.) Administrator Creates Multiple Invoices

In the Running state, the Administrator can also generate invoices by clicking Create Invoice. Each action increases the Invoice counter (e.g., 1 -> 2), showing the total invoices created for the contract. This ensures both Manager and Administrator roles can manage billing, while regular users without edit rights cannot create invoices.

21.) Vendor Bill Creation

When the contract is in the Running state and an invoice is generated, the system creates a Vendor Bill in draft mode. The bill includes all product details, quantities, and amounts linked to the contract reference (PC-180420-HP). The Administrator or Manager can then Confirm the draft bill, making it an official payable record in the system.