# Sales Contract Balance

### **Report Module Guide: Sales Contract Balance**

#### **Module Location**

#### Sales > Reports > Sales Order Reports > Sales Contract Balance

#### **Module Objective**

#### The **Sales Contract Balance** report module is used to monitor the usage and remaining balance of Sales Contracts that have been created. This report compares the maximum value set in a contract with the total value of Sales Orders (SOs) that have been created based on that contract.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing various parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/zuyimage.png)

#### Here is an explanation for each parameter:

- #### **Contract Number**:
    
    
    - #### Use this field to search for and display the report for a specific contract number.
- #### **Customer**:
    
    
    - #### Filter the report by **All** customers or a **Selected** customer.
- #### **Active**:
    
    
    - #### Use this dropdown to filter contracts based on their active status.
- #### **Date From / To**:
    
    
    - #### Specify a date range to display contracts that are relevant within that period (e.g., August 1, 2025, to August 31, 2025).
- #### **Currency**:
    
    
    - #### Choose how currency values will be displayed: **Document** or **Base Currency**.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need to focus the report on the contract(s) you wish to analyze.

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the contract balance report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9UOimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/5K0image.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details the usage of each sales contract.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/W6Bimage.png)

#### **Report Explanation**: This report will display a list of sales contracts along with the details of the Sales Orders (SOs) that have been created referencing those contracts.

#### **Key Columns for Analysis**:

- #### **Contract Number**: The number of the contract being analyzed.
- #### **Maximum Sales Amount**: The maximum value set in the contract.
- #### **Sales Order Number**: A list of the SOs created under that contract.
- #### **Amount**: The value of each SO.

#### **How to Analyze**: To find the remaining contract balance, compare the value in the **Maximum Sales Amount** column with the total of the **Amount** column for all Sales Orders linked to that contract.

### **Tips & Important Notes**

- #### Use this report routinely to monitor contracts whose value is **approaching the maximum limit**, so you can promptly negotiate an extension or a new contract with the customer.
- #### This report is very important for the **Sales and Finance teams** to control and manage contract-based sales.
- #### The accuracy of this report depends on the discipline of **linking every Sales Order to the appropriate Sales Contract** when the transaction is created.