How To Manage A Dividers Contract and Reservations

Fulfillment Tools

On a draft contract, Manage groups these under Fulfillment:

• Analyze Contract Fulfillment
• Adjust Contract Reservations
• Add a Contract-wide Extension
• Re-enable Continuation On Available Stores
• Disable All Stores — deselects Enabled on every reservation row in the form; you must Save. This is not a bulk-replace tool. Saving with zero enabled reservations will fail or leave fulfillment unusable. Use Adjust Contract Reservations instead.

On a submitted contract, Add Contract-wide Extension stays available unless status is On Hold, Completed, Cancelled, or Closed.

To view a list this contract's stores that are free of other contracts for renewal purposes, run Stores Available For Renewal from the Awesome Bar or Report Directory.

Contract Save Progress

When you Save, Submit, Cancel, or update a Dividers Contract, you will see a blocking multi-phase progress display:

Prepare → Sync reservations (or Submit reservations) → Contract R2P → Continuation R2P → Post-save actions → Finish.

Phases may vary based on the tasks required for a particular operation.

Other people viewing the same contract — including someone on Adjust Contract Reservations — see a non-blocking banner with elapsed time and ETA. If save fails, the banner clears and ERPNext still shows the error.

Overbook errors list all conflicting contracts and reservations. Ending Continuation lists all conflicting Continuation extensions.

How To Manage The Contract

How To Manually Change the Price Per Cycle/Month

1. Open the affected Dividers Contract.
2. In the "Totals" section, select the "Adjust Totals" checkbox. This will allow you to adjust the number of stores or cycles on the contract.
3. Manually enter a new value for "Total Stores" and/or "Total Cycles/Months".
4. Click the black "Save" button in the upper-right corner above the form to save the contract.

The new Price Per Store Per Cycle will automatically be calculated for you.

How To Change Autorenewal Payments

1. Open the affected Dividers Contract.
2. Under the "Autorenewal Billing" section, click "Add Row".
3. Fill out the form fields, refering to the instructions below.
4. When you are done, click the black "Save" button in the upper-right corner above the form to save the contract.

Program Schedule

Enter the cycle or date that the schedule will take effect for, i.e. the first cycle that this payment schedule will be used on.

Billing Interval

Select the interval that will be used to bill the client going forward.

Period Type

Select the appropriate period: - Select "Canceled" to indicate that no payments will be taken. - Select "Day" to indicate that advanced payment will be calculated days in advance of the cycle or month being paid for. - Select "Month" to indicate that advanced payment will be calculated months in advance of the cycle or month being paid for.

Periods

Enter the number of periods billed in advanced of the cycle bing paid for.

Custom Autorenewal Amount

Select this checkbox if you wish to customize the autorenewal payment.

Autorenewal Amount

Enter the amount that will be billed during autorenewal.

Custom Autorenewal Commissions Amount

Select this checkbox if you wish to customize the autorenewal commissions amount.

Autorenewal Commission

Enter the amount of autorenewal to be paid to commissions.

Notes

Enter any notes related to the changes being made to the autorenewal payment schedule.

How To Enter Commissions

1. Open the affected Dividers Contract.
2. Find the "Commission" section towards the bottom of the Document and refer to the instructions below.
3. When you are done, click the black "Save" button in the upper-right corner above the form to save the contract.

Commission Notes

Enter any notes you would like to keep related to commissions.

Custom Amount Eligible For Commission

Deselect this checkbox to allow you to enter a different commissionalbe amount than the grand total of the contract.

Amount Eligible For Commission

Enter the amount that will be used to base calculations off of when using the Commission Rate to calulate commissions.

Commission Rate

(optional) Enter the commissionable percentage of the Amount Eligible For Commission,.

Important

This field is used to calculate the commissions rate under Autorenewal Billing. Adjusting this rate will also adjust commissions calculations for autorenewal, unless they have been customized.

Total Commission

(optional) Enter the absolute value for commissions here.

Important

This field assumes you know exactly what commissions shoudl be. It will override any value saved in the Commission Rate field.

How To Cancel Autorenewal On A Contract

1. Open the affected Dividers Contract.

   Danger

   Upon updating the field, you will be prompted to update the respective field for all reservations that are not yet cancelled. Click "Yes", or the reservations will remain active despite the cancellation date on the Dividers Contract.

2. Find the "Reservation Information" section above reservations and refer to the field instructions below.

3. When you are done, click the black "Save" button in the upper-right corner above the form to save the contract.

Cancellation Date

Enter the date the customer cancelled autorenewal for that reservation.

Autorenewal End Cycle/Date

Enter the last cycle or day the ad will remain in the store

How To Return Space To Inventory Without Cancelling The Reservation

How To Manage Reservations

How To Disable A Dividers Reservation

1. Open the affected Dividers Contract.
2. Find the reservation you want to disable and deselect "Enabled".
3. Click the black "Save" button in the upper-right corner above the form to save the contract.

How To Alter Reservations From The Original Contract

The steps below should be taken on the affected Dividers Contract

• Click the black "Save" button in the upper-right corner above the form to save the contract.

How To Cancel Autorenewal On A Single Reservation

1. Open the affected Dividers Contract.
2. Find the reservation you want to cancel autorenewal for.
3. Find the "Autorenewal" section towards the bottom of the Document and refer to the instructions below.
4. When you are done, click the black "Save" button in the upper-right corner above the form to save the contract.

Cancellation Date

Enter the date the customer cancelled autorenewal for that reservation.

Autorenewal End Cycle/Date

Enter the last cycle or day the ad will remain in the store

How To Return Space To Inventory Without Cancelling The Reservation

1. Open the affected Dividers Contract.
2. Find the reservation you want to return to inventory.
3. Deselect the "Reserve Inventory Space" checkbox.
4. Click the black "Save" button in the upper-right corner above the form to save the contract.

Enabled

Deselect this checkbox to disable this reservation. The space will be added back into inventory.

Reserve Inventory Space

Deselect this checkbox to add the space back into inventory. The reservation will remain active unless "Enabled" is unchecked.

Original Reservation

Deselect this checkbox to indicate that the reservation is a modified version of the original contract.