This article discusses the import process for financial contract data in the Contract Management module.
Users can download a template during the import process to upload financial data, or enter this data manually in the 'Financial' tab of a contract.
The article explains the requirements for the columns in the import template, such as ContractId, ContractAmount and ContractCurrency. If the import file does not meet these requirements, the import will fail.
The following article relates to Source to Contract (S2C) for the following application(s)/module(s):
Contract Management
When using the import process 'Contracts - Import Contract Financial Data', you must upload a file containing financial contract data. For this, use the template that you can download in step 2 of the import process. Instead of using this import process, you can also add the financial data manually in the 'Financial' tab of a contract.
Below all columns from the import template are explained. If the import file does not meet these requirements, the import will fail.
The links will be implemented in the Contracts module. You can see the new data in the 'Financial' tab within the contract details.
| Column | Explanation | Requirements | Mandatory |
| ContractId | The number in the 'Ref.' column in a contract. | Maximum 50 alphanumeric characters. | Yes |
| ContractAmount | The value in the 'Amount Ex.' field. |
A numeric amount. Use whole numbers only. | Yes |
| ContractAmountYear | The value in the 'Year' field. | A numeric year. | No |
| Description | The value in the 'Description' field. | Maximum 1000 alphanumeric characters. | No |
| ContractCurrency | The value in the 'Currency' field. This must be an existing value in the drop-down menu. Go to Contracts > Select contract > Financial > Add to see all options. | Maximum 100 alphanumeric characters. | Yes |
| ContractAmountType | The financial type (one-time/recurring) | Maximum 100 alphanumeric characters. | Yes |
| ContractVat | The description of a VAT option in Admin > Contracts settings > Tables > VAT. | Maximum 100 alphanumeric characters. | No |
| ContractAmountEx | The amount excluding VAT. |
A numeric amount. Use whole numbers only. | No |