Adding contract lines
After creating a customer contract in Planon, you can add the corresponding contract line(s). Contract lines on a customer contract specify the financial details.
 | The system type of a user-defined contract line must be SLA contract line. |
| | If the reference date is active, any expired contracts (i.e. contracts whose end date has already passed or contracts that are terminated) will not be visible in the elements list. |
Procedure
1. At the Contracts selection level, select the customer contract to which you want to add the contract lines.
2. Go to Contract lines.
3. On the action panel, click Add to create a new contract line.
4. Complete the fields in the data panel.
For information on the available fields, refer to Contract Management.
| | • If a standard cost calculation applies, for example for corrective maintenance activities or other regular contractual activities, select Standard in the Contract line type field, to make it possible to find correct the contract line on the order. • If a special cost calculation should apply, because proactive maintenance or preventive maintenance is part of the contract, respectively select Proactive or Preventive . See Contract lines for customer contracts for more information on contract line types. |
5. Click Save.
You added a contract line. You can proceed to link services, properties, service levels and/or SLAs to this contract line. See Linking contract lines to services, properties, service levels.
| | If there are properties linked to the customer for whom you add a contract line, the dialog on the Property field or Link properties action will only display the linked properties of the selected customer. |