Contract Life Cycle

During a contract's lifetime, the collection of fields that can be edited is determined by the contract's state. 

In a Draft state, most fields on the contract record can be edited. After the contract moves forward, certain other fields become read-only. The State field and Substate field are always read-only.

Contract Compliance Checks

Every night, a scheduled job named Contract Compliance Checks automatically runs on the Contract [ast_contract] table. It updates contract records as follows:

• If a contract is approved and reaches its specified Start date, the contract State is changed to Active.
• Renews a contract if the contract is approved for renewal and reaches its specified Start date.
• If a contract State is Active and reaches its specified End date, the contract State is changed to Expired.

Expense lines are only generated from contracts that are active or expired.

For descriptions of contract States and Substates, take a look at the Contract States and Contract Substates tables.

Revision History