Contract

A read-only field in which Planon automatically indicates the contract number and the description of the contract to which the action has been linked.

Action date

Enter the date the action has to be executed.

Action applied on

Enter the date on which the action was actually applied.

Action type

Select the required action type from a picklist, for example contract review, conditions adjustment, discuss price change.

Person responsible

Enter the person who is responsible for executing this action. The required person can be selected from a picklist containing persons that were added in the Personnel TSI.

Contracting party

Enter the required contracting party from a picklist containing contracting parties that were defined at the Components > Contracting parties step. For details on adding and maintaining contracting parties, see Adding contracting parties.