Sales and Contract Management

Purpose

The Sales and Contract Management area connects the sales entry points of Professional Services with recurring contract and billing models. This lets you trace how sales quotes become structured contracts and how those contracts lead into recurring invoices.

Functional focus

Sales entry

The first step focuses on sales quotes and orders. This is where you decide whether a new sales contract should be created or an existing contract should be extended.

Contract logic and service models

Based on that, sales contracts, billing types, service level agreements, and contingents structure recurring services from both a business and billing perspective.

Ongoing invoicing

Once contracts are activated, recurring billing forms the transition into ongoing charging. Print options complement this area with output control for contracts and billing documents.