With the action Change Contract by Date, new quantities can be recorded for multiple existing contract lines at the same time.
If there is a difference between the Change Date and the Period Start of a payment schedule line, a one-time payment will be generated for the difference between the old and new quantity for the period between the change date and the period start of the line.
There are the following fields/options to be set:
Options
Change Date
Specifies the date from which the change will be applied.
Posting Date
Specifies the posting date of the created invoice(s)/credit memo(s).
Status for Change
Specifies the status to be set for the change on the line.
Remark
Specifies a remark to be displayed in the change history.
Consolidate Periods
Specifies whether an invoice should be created for each period or if the periods should be consolidated into a single invoice.
Change Dimensions
Specifies whether the dimensions can be changed. If enabled, Shortcut Dimension 1 and 2 will be displayed.
In the Lines tab, all existing active contract lines are listed. In the New Quantity field, the new quantity for the line can be entered. It is also possible to change only individual lines by entering a new quantity only for those lines. (New Quantity = 0 will be ignored)
Confirmation with "OK" – what is generated?
Confirmation with OK will – depending on the change – generate the following data:
Scheduled Changes (including adjustments to the payment plan derived from them)
One-time Payments (to account for 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 generated immediately.
All affected full periods as well as one-time payments are invoiced or credited on a single document .
Change in the Future
No additional sales documents are initially generated.
Only future one-time payments and changes to the payment plan (for future periods) are created.
Examples
Example: Date-based Quantity Increase in the Future
Initial Situation
Start Date: 01.01.25
End Date: 31.12.25
Previous Quantity: 1
Invoiced Until: –
Recorded Scheduled Change
New Quantity: 5
Change Date: 15.02.25
Result
New Quantity applies from: 01.03.25
Additionally, a one-time payment is generated for the period 15.02.25 – 28.02.25.
Example: Date-based Quantity Decrease in the Future
Initial Situation
Start Date: 01.01.25
End Date: 31.12.25
Previous Quantity: 5
Invoiced Until: –
Recorded Scheduled Change
New Quantity: 1
Change Date: 18.03.25
Result
New Quantity applies from: 01.04.25
Additionally, a one-time payment is generated for the period 18.03.25 – 31.03.25.
Example: Date-based Quantity Increase in the Past
Initial Situation
Start Date: 01.01.25
End Date: 31.12.25
Previous Quantity: 1
Invoiced Until: 30.06.25
Recorded Scheduled Change
New Quantity: 5
Change Date: 18.03.25
Result
New Quantity applies from: 01.04.25
Affected full periods: April, May, June
Additionally, a one-time payment is generated for the period 18.03.25 – 31.03.25.
A sales document is generated immediately, invoicing all full periods and one-time payments on one document.
Example: Date-based Quantity Decrease in the Past
Initial Situation
Start Date: 01.01.25
End Date: 31.12.25
Previous Quantity: 5
Invoiced Until: 30.06.25
Recorded Scheduled Change
New Quantity: 1
Change Date: 18.03.25
Result
New Quantity applies from: 01.04.25
Affected full periods: April, May, June
If the change results in a credit memo, a corresponding sales document is generated.
Additionally, a one-time payment is generated for the period 18.03.25 – 31.03.25.
A sales document is generated immediately, invoicing all full periods and one-time payments on one document.
Special Case: Bundle
Through the mentioned functions, component lines can now also include the type one-time payment.
One-time payments are not printed like normal components.
One-time payment lines in bundles can only be created through date-based value changes – not manually.
Working With Proration
