Maintaining a contract’s history
The Contract history selection step displays a contract’s history by listing the changes made to values in specified fields belonging to an active contract. Similarly, the Contract line history selection step displays a contract line’s history by listing the changes made to values in specified fields belonging to an active contract line.
| For non-life cycle fields of contracts in the In preparation status and contract lines in the Inactive status, you can choose whether or not Planon ProCenter maintains history. By default, Planon ProCenter does not maintain a history of changes made during the In Preparation and Inactive statuses. If you want to keep track of changes made to contracts in the In preparation status and contract lines in the Inactive status, you can use the Log history - In preparation status setting in Field Definer. |
| For more information on this setting, refer to the Field Definer documentation. |
In
Field Definer, you can enable an automatic
History option for individual fields belonging to contracts and contract lines. Once this option is enabled for a field, changes to that field’s value are saved automatically. These changes can then be viewed on the
History selection step. For a description of these fields, refer to
History fields.
| For details on changing the field attributes, see the Field Definer documentation. |