The following data tables are supplied:
Category
Subcategory
Contract types
Contract partner
Storage location
The data tables provided help you to categorise each contract as precisely as possible, making it easier to monitor deadlines. The "Contract partners" data table can be filled with data from your company using a CSV file.
Category
The Category table provides the following data fields:
Name of the category, supplied:
Financial contract
Purchase agreement
Membership contract
Maintenance contract
Leasing contract
Rental/lease
Service contract
Insurance
Description of the category, e.g. special features
Sub-category
The Subcategory table contains the following data fields:
Name of the subcategory, supplied:
Architects
Consultancy/Lawyers
Movable objects
Loans
Service providers
Energy services
Waste disposal
Vehicles
Appliances/equipment
Craftsmen
Hardware
Real estate
Capital investment
Co-operation
Personal insurance
Property insurance
software
Associations/clubs
Consumer goods
Description of the subcategory, e.g. special features
Category: To which category is this subcategory linked?
Contract types
The Contract types table consists of the following data fields:
Number: What is the internal number of this contract type? This number must not be changed.
Type: What type of contract is it? Included are:
Non-cancellable contract, e.g. purchase contract
Automatic renewal
Fixed term, e.g. leasing contract
Fixed term, can be cancelled early, e.g. lease agreement
Cancellable contract, e.g. rental agreement
Cancellable contract with minimum term, e.g. mobile phone contract
The titles of the individual contract types (e.g. non-cancellable contract) can be adapted by you if required.
Description of the contract type, e.g. special features
Contract partner
The Contract partner lookup table consists of the following data fields:
Client
Client name
Name Description
Contact person
Town
Postcode
Postcode Street
Telephone number