Time aware property Contract line links
When you create contractual agreements (contract lines), you can specify which links to other elements in Planon apply to these contractual agreements. These links are subsequently used to find which contract lines apply to an order, and also for generating revenues, quotations, and estimates.
You can create or undo links to/from contract lines, in accordance with the life cycle of the contract line. Clicking the Link action for the business objects listed below, also allows you to define when links are valid. In other words, when they should start and end. By doing so, you create a unique validity for each link, across the contract period. Once defined, Planon will make sure that the link is only applied during the specified period.
Good to know:
• For system types that don’t use time-aware contract line-property links, verify the end date of all existing links is empty.
• For system types that don’t use time-aware contract line-property links, verify the start date of all existing links matches the contract line’s start date.
• For system types selected in the settings, the property link dialog box that allows adding and editing links is shown. For other system types, the default dialog box is shown.
• For system types selected in the settings, start and end dates are shown in the Linked properties field on the contract line. For other system types, these dates are not shown.
For information on linking contract lines to properties, see .