Using the Schedule Change Contract action, new quantities can be entered simultaneously for multiple existing contract lines.
You can find this action in the contract under Actions – Schedule Change Contract.
If the Change Date differs from the start of a billing schedule period, a one-time charge is created for the difference between the old and new quantity for the period between the change date and the start of the period line.
Options
Change Date
Specifies the date from which the change takes effect.
Posting Date
Specifies the document date of the created invoice(s)/credit memo(s).
Change Status
Specifies the status that will be set for the change on the line.
Comment
Specifies a note that will be displayed in the change history.
Combine Periods
Indicates whether an invoice is created for each period or whether multiple periods are combined into one invoice.
Change Dimensions
Indicates whether dimensions can be changed. If activated, Shortcut Dimension 1 and 2 are displayed.
No changes are allowed in the General tab.
In the Lines tab, all existing active contract lines are listed.
The new quantity can be entered in the New Quantity field for each line.
You can also change only selected lines by entering a new quantity for those lines only.
(New Quantity = 0 will be ignored.)
Confirmation with “OK” – What is created?
Confirming with OK generates the following data depending on the change:
Date-based changes (including derived adjustments to the billing schedule)
One-time charges (to prorate partial periods around the change date)
Sales documents
Sales invoice or
Sales credit memo
Change Date in the Past vs. Future
Change in the Past
A sales document is created immediately.
All affected full periods and one-time charges are invoiced or credited together in one document.
Change in the Future
No additional sales documents are created initially.
Only future one-time charges and changes to the billing schedule (for future periods) are created.
Examples
Example: Future Quantity Increase
Initial situation
Start date: 01/01/25
End date: 12/31/25
Previous quantity: 1
Invoiced until: –
Recorded change
New quantity: 5
Change date: 02/15/25
Result (current behavior)
New quantity applies from: 03/01/25
Additionally, a one-time payment is created for 02/15/25 – 02/28/25.
Example: Future Quantity Decrease
Initial situation
Start date: 01/01/25
End date: 12/31/25
Previous quantity: 5
Invoiced until: –
Recorded change
New quantity: 1
Change date: 03/18/25
Result
New quantity applies from: 04/01/25
Additionally, a one-time charge is created for 03/18/25 – 03/31/25.
In the billing schedule, the field Number of Date-Based Changes indicates whether a date-based change
has been performed for a given date and which one-time charge lines belong to which period.
Example: Past Quantity Increase
Initial situation
Start date: 01/01/25
End date: 12/31/25
Previous quantity: 1
Invoiced until: 06/30/25
Recorded change
New quantity: 5
Change date: 03/18/25
Result
New quantity applies from: 04/01/25
Affected full periods: April, May, June
Additionally, a one-time charge is created for 03/18/25 – 03/31/25.
A sales document is created immediately, invoicing all full periods and one-time charges in one document.
Example: Past Quantity Decrease
Initial situation
Start date: 01/01/25
End date: 12/31/25
Previous quantity: 5
Invoiced until: 06/30/25
Recorded change
New quantity: 1
Change date: 03/18/25
Result
New quantity applies from: 04/01/25
Affected full periods: April, May, June
If the change results in a credit, a corresponding sales document is created.
Additionally, a one-time charge is created for 03/18/25 – 03/31/25.
A sales document is created immediately, crediting all full periods and one-time charges in one document.
Special Case: Bundle
Through these functions, component lines can now also include the type one-time charge.
One-time charges are not printed like normal components.
One-time charge lines in bundles can only be created through date-based value changes – not manually.
Working With Proration
