In this module you can review and manage Agreement (contract) documents. An agreement is a document tied to a partner with its own document number (for example SZERZ000003/2026), to which you can also add items, comments, files and related tasks. The list view gives you access to all agreements in one place, lets you search among them, and lets you start the most important actions directly from here.
The possible states of an agreement are: Draft, Closed, Cancellation and Cancelled — the meaning and restrictions of each state are detailed in the Frequently asked questions section.
Click Main menu / Master data / Agreement / List to display the list of agreements. Above the table, the buttons on the Actions tab work on the selected row (click a row to select it):
If you right-click a row, the quick actions (New, Open, Close, Delete, Cloning) are also available from a context menu.
Click the Search tab above the table to display the filtering options. The fields visible right away are Partner company name, Document number, Currency and Status. Clicking the "Expand" button opens further filters: searching by Document date and Performance date period (with from and to dates), Employee (colleague), Project, Job number and Department number. Use the Search button to filter by the conditions you have set.
On the View and layout tab you can set how the list is displayed for you:
These settings are saved personally, tied to your user, so they remain the next time you sign in.
On the Additional functions tab you find shortcuts related to the selected agreement: Sent items shows the emails sent about the agreement, the New email dropdown lets you start a new email with the External mail client or the Internal mail client, New task creates a task for the agreement, Partner card opens the partner's summary sheet, and CRM displays the CRM panel belonging to the agreement.
If you need to create something similar to an already recorded agreement, do not start from scratch: select the row and click Cloning. The copy opens as a draft, so you can still change the partner, the items or the validity before closing.
The selectable columns of the table and their meaning. You can turn the columns on or off in the Columns setting:
| Field / Element | Required | Description |
|---|---|---|
| ID | The system serial number of the agreement. | |
| Document number | The identifier of the agreement (for example SZERZ000003/2026); assigned by the system. | |
| Document date | The date the agreement was created. | |
| Performance date | The date entered as Validity on the sheet. | |
| Modification | The date of the last modification of the agreement. | |
| Currency code, Currency, Exchange rate | The code and name of the agreement's currency, and the exchange rate entered on the sheet. | |
| Status | The current status of the agreement (Draft, Closed, Cancellation, Cancelled). | |
| Partner company name, Tax number | The name and tax number of the partner linked to the agreement. | |
| Partner contact person, Phone number | The name and phone number of the selected contact person of the partner. | |
| Partner address | The partner address selected on the sheet. | |
| Employee (colleague) | The name of the employee who recorded the agreement. | |
| Customer comment, Internal comment | The text of the customer comment and the internal comment entered on the sheet. | |
| Deleted | Shows whether the agreement has been deleted. |
The fields of the Search tab and their meaning:
| Field / Element | Required | Description |
|---|---|---|
| Partner company name | Filters by the name of the partner linked to the agreement. | |
| Document number | Filters by the document number of the agreement. | |
| Currency | Filters by the currency of the agreement. | |
| Status | Filters by the status of the agreement. | |
| Document date | Found under Expand; search by creation date with from and to dates. | |
| Performance date | Found under Expand; search by validity date with from and to dates. | |
| Employee (colleague) | Found under Expand; filters by the employee who recorded the agreement. | |
| Project, Job number, Department number | Found under Expand; filter by the project, job number or department number assigned to the agreement. |
The PDF download and Send email can only be used for a closed (non-draft) agreement. If the agreement is still in Draft status, first close it with the Close button, or choose Close and download, which downloads the PDF right after closing. The XLSX items download also works for a draft.
Close finalizes the agreement: its status becomes Closed, and you can no longer modify the data on its sheet. Delete moves the agreement to a deleted or cancelled state (a cancelled agreement appears in the list with Cancelled status), and this cannot be undone, so before deleting make sure you have selected the right row.
First check the filters set on the Search tab (Partner company name, Document number, Currency, Status, and the date and other filters under Expand), clear them, then search again. If the list has several pages, use the pager to go to the first page.
You can enter these on the sheet. After the New or Open button, the Agreement sheet guide helps you fill in the fields.
The Agreement module only appears under Main menu / Master data if it is assigned to your user. If you do not see it, ask your system administrator to check the module assignment in your user settings.
Don't want to spend hours searching for a solution? Choose the most efficient way: book a personalized, 45-minute online training session dedicated entirely to you. Whether it's a walkthrough of the basics or a detailed setup of a specific module, our expert colleague will guide you through the whole process, step by step.
Don't waste your time - ask for help!
Our goal is to get you using our system as quickly and efficiently as possible. Whether you're completely new to us or stuck on a specific setting, don't hesitate to ask for help!
Create your account now,
pay later!
