You can create a Master Contract along with its subcontracts, allowing Sales Invoices to be issued either separately or jointly under the Master contract.
The Contract list is displayed in a hierarchical structure, showing the relationship between the master contract and its subcontracts. To view this hierarchy, go to the Lease Contracts Tree page:
To start using the Master Contract functionality, follow these steps:
- Create a Master Contract:
Open the Lease Contract and mark it as Master:
If the Customer should receive a single Sales Invoice for the Master contract and its subcontracts, set One Invoice for All Contracts to True:
Note:
Using the One Invoice for All Contracts functionality on the Customer card and the Master Contract, the following combinations of settings apply:
- If the Customer card has the option disabled and the Master Contract has it disabled – a separate Sale Invoice is created for each Lease Contract.
- If the Customer card has the option enabled and the Master Contract has it disabled – a single Sale Invoice is created for all Lease Contracts.
- If the Customer card has the option disabled and the Master Contract has it enabled – a single Sale Invoice is created for all Lease Contracts.
- If the Customer card has the option enabled and the Master Contract has it enabled – a single Sale Invoice is created for all Lease Contracts.
- Create a Sub-Contract:
Open the Lease Contract and select the Master Contract you want to link from the list:
Once the Lease Contracts are linked, the Child Contracts section of the Master Contract displays the general data for all associated subcontracts:
