Linking actions to a contract

Core TSIs : Contracts : Working with Contracts : Linking actions to a contract

You can link actions to a contract.

Procedure

1. Go to Contracts and select the contract to which you want to link one or more actions.

2. Go to Contract details > Contract actions.

3. On the action panel, click Add.

4. Complete the fields in the data panel. For more information, see Action data fields.

The Contracting party field is automatically populated by Planon, based on the contracting party of the related contract. If the Payment? field on the contract is set to No, the offering contracting party is populated. If it is set to Yes, the accepting contracting party is populated. The selection is made using the reference date to ensure the correct party is chosen for the action. If required, you can manually change the contracting party. In the Contracting party selection pop-up, select Only show contract-related parties to display only contracting parties within the context of the contract.

5. Click Save.

You have now added a contract action to your contract.

A history of contract actions is available in History of contract lines > Contract action history. For details on the history functionality, see Life cycle modifications.