Working With Qty. Change in Future Periods

2024/04/10 • 1 min. to read

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Example
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A change does not result in the creation of documents it only adjusts the payment schedule.

Example:

Initial situation: Quantity in the Contract line: 2 Price in the Contract line: 100,00 Start date: 01.01.23 End date: 31.12.23 Billed Until: 31.03.23 Input:

New Quantity: 3 – the Quantity increases from 2 to 3 New Unit Price: 0,00 – the Unit Price remains the same Date for Change: 01.05.23 – the period from which the change comes into force Posting Date: can be left blank as this entry does not trigger a sales document Status for Change: the status that is set briefly to execute the change Combine Periods: If activated, sales invoices which concern several periods are summarized on one invoice. Change Dimensions: see Working With The App, Dimensions, Dimensions in Contract Result:

The quantity has been increased from 1 to 2 starting from period 5, which results in an increase of the line amount but no additional document.

The quantity in the Contract line has not been increased because the new quantity does not yet affect the next billing interval. Only when the new quantity affects the next billing interval, the new quantity is automatically transferred to the Contract line.