Customer contract line form
You can create customer contract lines in the Customer Contracts and Entitlements application by using the Customer Contract Line form.
| Field | Description |
|---|---|
| Name | The name of the customer contract line. |
| Contract | The internal unique identification number that is generated when the customer contract is created. This number isn’t editable. |
| Parent contract line | The internal unique identification number of the parent customer contract line that is associated with the child customer contract line. |
| Account | The name of the account associated with this customer contract. Note:
|
| Location | The customer or installation location. |
| Product specification | The product specification that is mapped to the sold product. |
| Number | The internal unique identification number of the customer contract line that is generated when it is created. This number isn’t editable. |
| Consumer | The name of the consumer associated with this contract. Note: If no consumer record is found, you can create a consumer and add it to the customer contract. For more information, see Create a consumer record. |
| State | The current state of the contract line:
Note:
|
| Start date | The date of activation of the customer contract line. |
| End date | The date when the customer contract line expires. |
| Product | The product model that is mapped to the product offering for the sold product. |
| Product offer | The product offering that is mapped to the sold product. |
| Sold product | The name of the sold product that is added to the contract line. Note:
|
| Renewal root | A customer contract line can be renewed multiple times. Renewal root refers the customer contract line reference of the first or base customer contract line. |
| Renewed from | A customer contract line can be renewed multiple times. Renewed from field refers to the previous customer contract line that was renewed. |
You can see the pricing information on a contract line for subscription contracts that helps you in reviewing your contract information.
| Term (Months) | Validity period of having access to the service or product. |
| Subscription Start Date | Start date of the contract subscription. |
| Subscription End Date | End date of the contract subscription. |
| Price List | Price list associated for servicing the product. |
| Unit net price | The price for each unit within the product offering. The net price of a single unit of the sold product. |
| Pricing method | The pricing method for the selected sold product. It can be one-time or recurring. One-time pricing charges one fee for the product offering. Recurring pricing lets you set the pricing periodicity. |
| Periodicity | The frequency of the pricing method. It can be monthly, quarterly, semiannually, or annually. This field becomes valid only when the method in the Pricing method field is a recurring payment. |
| One Time Price | Represents one-time charges to be paid for the product or service. |
| Monthly Recurring Price | Represents the price that the customer is supposed to pay monthly during usage of the product. |
| Annual Recurring Price | Represents the price to pay annually during usage of the product. |
| Cumulative one-time price | Represents one-time charges to be paid for the parent line and all the child line items. |
| Cumulative monthly recurring price | Represents monthly price for the parent line and all the child line items |
| Cumulative annual recurring price | Represents annual price for the parent line and all the child line items. |
| Cumulative net price | Represents the total price of the contract line by calculating the roll-up amount of all root lines. |
Note:
When a customer contract line item is created manually, the Pricing method, Unit net price, and Periodicity fields are invalid. They’re only applicable when
the contract line is created by the Sales Customer Relationship Management workflow or by integration. In that case, these fields are auto-populated with the details from the related sold product. The start and end dates of a child customer contract line
must be in between the start and end date of the associated parent customer contract line.