How does the system select a Default Contract?

When adding a new Ticket or Charge for an Account, the system will automatically select a Contract for the new Ticket/Charge. The parameters which the system considers when trying to find the valid contract are the Start and End Dates of the Contract.

This feature saves you time and helps you enter new Charges and Tickets quickly, without the need to manually select a Contract.

In order for the system to automatically select a contract by date, the Account should be set to 'Automatic' default Contract selection (this is the default behavior for new Accounts).

When no Contracts have been created for an Account, or when there are no other active Contracts, the 'Global System Contract' will be used automatically. This is a Contract that is created for each Account by default.

Note that this is especially useful for recurring contracts (e.g. Monthly Contracts), because Commit will use a new copy of the previous Contract (which is valid for the next date range (see How to use Recurring Contracts). In this case, the Account will have several copies of the Contract with different date ranges. The system will only start automatically selecting the Contract with the new date ranges when the previous Contract expires.