Contracts
Reference for Contracts in Contract Management.
On this page
#About Contracts
This is a working page: a list or workspace where you find and act on records in BSuit ERP (Contract Management). It is used by staff (internal users). What you can see and do depends on your role and permissions.
#How to open it
In BSuit ERP, open Contract Management and choose “Contracts”, or go directly to the address /contract-management/contracts.
#What you can do here
These controls are present in the page’s implementation. Whether you see a given one also depends on your permissions and on the data shown.
- Add new records — a form opens for the details.
- Change existing records.
- Delete records (you are asked to confirm).
- Submit, approve or reject through a workflow.
- Attach or upload files.
- Search within the page.
- Filter the data shown.
- Sort by a column.
- Page through long lists.
- Work across tabs.
- Open dialogs or drawers for detail and confirmation.
#Data stored for each record
The form layout of this page could not be read from its source, so here is everything BSuit stores for a contract (see also the Contract data reference). Which fields appear on screen depends on the page and your configuration.
| Field | Stored as | Type | Required | Max length | Refers to |
|---|---|---|---|---|---|
| Code | Code | Text | No | — | — |
| Name | Name | Text | No | — | — |
| Description | Description | Text | No | — | — |
| Contract Type | ContractType | Text | No | — | — |
| Company Id | CompanyId | Text | No | — | Company |
| Project Id | ProjectId | Text | No | — | — |
| Wbs Id | WbsId | Text | No | — | WBS |
| Parent Id | ParentId | Text | No | — | Contract (itself) |
| Status | Status | Text | No | — | — |
| Start Date | StartDate | Date | No | — | — |
| End Date | EndDate | Date | No | — | — |
| Original Value | OriginalValue | Number (decimal) | No | — | — |
| Revised Value | RevisedValue | Number (decimal) | No | — | — |
| Currency Id | CurrencyId | Text | No | — | Currency |
| Retention Percent | RetentionPercent | Number (decimal) | No | — | — |
| Retention Amount | RetentionAmount | Number (decimal) | No | — | — |
| Advance Percent | AdvancePercent | Number (decimal) | No | — | — |
| Advance Amount | AdvanceAmount | Number (decimal) | No | — | — |
| Payment Terms | PaymentTerms | Text | No | — | — |
| Performance Guarantee Percent | PerformanceGuaranteePercent | Number (decimal) | No | — | — |
| Warranty Period Months | WarrantyPeriodMonths | Whole number | No | — | — |
| Signed Date | SignedDate | Date | No | — | — |
| Signed By | SignedBy | Text | No | — | — |
| Approved By | ApprovedBy | Text | No | — | — |
| Workflow Instance Id | WorkflowInstanceId | Text | No | — | WorkflowInstance |
| Is Active | IsActive | Yes / No | No | — | — |
| Customer Ledger Id | CustomerLedgerId | Text | No | — | — |
| Revenue Ledger Id | RevenueLedgerId | Text | No | — | — |
| Retention Ledger Id | RetentionLedgerId | Text | No | — | — |
| Payable Ledger Id | PayableLedgerId | Text | No | — | — |
| Bank Ledger Id | BankLedgerId | Text | No | — | — |
| Extracted Clauses | ExtractedClauses | Text | No | — | — |
| Clauses Extracted At | ClausesExtractedAt | Date and time | No | — | — |
| Clauses Extracted Model | ClausesExtractedModel | Text | No | — | — |
| Id | Id | Text | No | — | — |
| Created At | CreatedAt | Date and time | No | — | — |
| Updated At | UpdatedAt | Date and time | No | — | — |
| Is Deleted | IsDeleted | Yes / No | No | — | — |
#Where Contracts is used as a reference
Records from this master are picked in these other forms, so changing or deleting one can affect them:
| Form | Field |
|---|---|
| Signature Envelopes | Contract ID |
#Observed on a running system
On 2026-09-21 this page was opened in a browser as a test administrator. This is what was visible on screen. Your own view can differ with your role, data and settings.
| Button |
|---|
| Contracts |
| Add (plus icon) |
| Template |
| Refresh |
| New |
| Settings (cog icon) |
| Code |
| Name |
| Type |
| Status |
| Start |
| End |
| Original Value |
| Revised Value |
| Ret % |
| Workflow |
| Clauses |
| Sign-off |
| Submit |
#If something is missing or fails
- No data: confirm the company or context selected in the top bar, and any filters or date range in use.
- An action is hidden or disabled: it usually needs a permission your role does not have. Ask an administrator to check your effective access.
- An error message appears: note the message, the page address and what you were doing, and contact support with those details (never include passwords).
#About this guide
This guide was generated from the page’s implementation. It has not yet been reviewed by a person against a running system, so treat it as a reference for what the page contains rather than a complete procedure.
About this guide
- Status
- Partially reviewed
- Application
- BSuit ERP
- Audience
- Staff (internal users)
- Owner
- BSuit documentation team
- Reviewer
- Not yet reviewed
- Last verified
- Never
- Checked against
- Generated from source revision a36c7a086 on 2026-10-02
- Seen on a running system
- 2026-09-21
- Help version
- 2026.0.0-preview
- Guide ID
erp:/contract-management/contracts
