Projects > Opened project > Assigned partners > Partner contracts > Partner contract

Enter the basic data of the partner contract. The most important fields are described below.

Partner contract data

External contract number

Enter the number of the contract assigned by the partner.

Internal contract number

Enter a unique alphanumeric identifier for the partner contract.

Contract

Enter a name for the partner contract

Contract status

A contract passes through different statuses. Depending on the contract status, you must enter certain information in the master data. The contract status controls how a partner contract can be used in WINPACCS Cloud and which functions are available. You can change the project status to a higher contract status and by doing so skip statuses, but it is not possible to switch to a lower status.

In planning	The partner contract is in the planning phase and there is no contract with the partner yet
In negotiation	In this status, there is at least one contract proposal that is still being negotiated with the partner.
Approved	The contract was approved internally. From this status you can use the WINPACCS Partner book
Active	The contract was signed. In terms of functions there are no differences to the previous status.
Ended	The contract activities have been completed. As vouchers that relate to the contract and can be billed can still be entered subsequently, there are no functional differences to the previous status.
Finally calculated	The contract has ended. The invoicing with the partner have been fully checked. It is no longer possible to enter or edit vouchers in it.
Not concluded	The contract with the partner was not concluded. However, existing data is retained and can be read.

Contract date

Enter the date on which the contract was signed by the partner.

Contract period from

Enter when the contract activities will start. The voucher date in a voucher entered in the WINPACCS Partner book cannot be before this date.

Contract period until

Enter when the contract activities will probably be completed. The voucher date in a voucher entered in the WINPACCS Partner book cannot be after this date.

Assigned project

Select the project that the contract is intended for.

Contract amount

Enter the contract amount The amount is for information only and is not used for calculations in the WINPACCS Partner book .

Contract currency

Specify the currency in which the contract was concluded.

WINPACCS Partner book is used

Enter whether a WINPACCS Partner book is used for the contract.

NOTE: This setting can no longer be changed from the status Approved.

Voucher type of the partner book

As a property of a journal, the voucher type controls the effect of postings on the organisation's annual accounts:

·Balance sheet-effective – the postings of the Project accounting are factored in to the annual accounts and passed on to the Company accounting via an interface.

·For information purposes – the postings from partners may only be used for the proof of use list and are not factored in to the annual accounts (since the payment to the partner is posted as a cost). In this case, the postings are not passed on to Project accounting or Company accounting, but are only displayed in Project controlling.
A WINPACCS Partner book can only be kept for information purposes.

Assigned funding

Indicate to which Project financing the vouchers of the WINPACCS Partner book in the Project controlling are to be assigned.

Assigned account

Indicate to which Account the vouchers of the WINPACCS Partner book in the Project controlling are to be assigned.

Assigned sub-account

Indicate to which Sub-account the vouchers of the WINPACCS Partner book in Project controlling are to be assigned.

Permitted voucher currency

Enter one or more voucher currencies in which the partner may submit his vouchers in the WINPACCS Partner book .

Comment

Use this field for additional information on this contract.

Reporting

Use this field for instructions on submitting vouchers.

Assigned users

The table shows all users who are authorised to enter and submit vouchers in WINPACCS Partner book . With the function Add user () you can add further users. Several users can be selected. Available are all users with the right Read assigned partner book (contained in the standard role Partner book user) in the partner contract project.

Behind each assigned user there is a function Delete ()to cancel the assignment of the user to the partner contract.