The article discusses the possibility of adding extra fields to contracts within the Source to Contract (S2C) module for Contract Management.
These fields can be set for general contract details, contract products, and the 'Financial' tab.
It is important to be cautious when deleting custom fields, as data that is part of the custom field will be permanently deleted.
Furthermore, custom fields must not have names that already exist as standard fields to avoid issues such as corrupt export files.
The article also provides a step-by-step explanation on how to add custom fields and offers clarification on the properties of these fields, such as sort order, type, and input validation.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Contract Management
Standard fields in contracts may not always suffice. You can add custom fields to the contracts module, which can be configured as needed.
Custom fields are available for general contract details, contract products, and the 'Financial' tab in contract details.
This will lead to issues when using the application, such as corrupt export files that cannot be opened.
Adding a custom field for contracts
- Go to Admin > Contract settings > Contract custom fields.
- Under 'Contract custom fields' you will find an overview of the currently available custom fields for contract details. Click on 'Add'.
- Fill in at least the blue marked fields in the pop-up window.
Read more about these fields at the bottom of the article.
The 'Order' only affects the custom fields, not the standard fields.
If you check 'Required', the field will be mandatory when creating a new contract. - Click on 'Add'.
- Navigate to Contracts > Contracts > Select contract > Details, and check if the new custom field is present. If you have set the field as required, it will now also be visible under Contracts > New contract.
Adding 'Contract financial custom fields' or 'Contract product custom fields' follows the same process.
Explanation when adding/editing custom fields
| Term | Explanation |
|---|---|
| Order | The order of the custom field in the table within Admin. |
| Type | Type of custom field (text, checkbox, date, etc.). |
| Width | Field width in pixels, e.g.: 330 for text and selection fields, 20 for a checkbox. |
| In table | Determines the visibility of the field in the contract overviews. When disabled, the field is only visible when the contract is opened. |
| Max. input length (optional) | Maximum input length. Only for text fields. |
| Min. input length (optional) | Minimum input length. Only for text fields. |
| Input validation | Enter 'numeric' to allow only numbers. |
| Required | Determines whether the field is required. If enabled, the field must be filled in when creating a new contract. |