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Administrator Guide
上次更新時間 ：2023-06-23
Reference: Contract Line Types for Customer Contracts

Reference: Contract Line Types for Customer Contracts

Workday provides these contract line types that you can use to create customer contracts:
Contract Line Type
Actions
Billing Options
Revenue Recognition
Cost Reimbursable
  • Create installment billing schedules to deduct cost reimbursable amounts from prepayments.
  • Create transaction billing schedules to bill direct costs and facilities and administration incurred throughout the billing cycle.
Use this line type on award contracts only.
  • Installments for prepaid billing consumption
  • Transactions
Transaction completion or settlement
Fixed Amount
Set the amount for goods and services independent of activity or resources.
  • Installments
  • Transactions for order fulfillment
  • Installments
  • Transactions for order fulfillment
Fixed Amount - Billing Only
Set the total amount to bill for a sales item bundle.
Example: You sell a laptop bundled with a docking station and monitor.
Installments
Fixed Amount - Revenue Only
Set the amount to recognize revenue for individual items in a sales item bundle.
Use this contract line type with the
Fixed Amount - Billing Only
 line type or for revenue recognition linked contracts.
Example: You sell a laptop bundled with a docking station and monitor and want to recognize revenue on the individual items.
Installments
Fixed Fee Project
Set the project value based on the scope and product when you create the contract.
  • Installments
  • Milestones
  • Installments
  • Milestones
  • Percent Complete
Intercompany Expense
Set the expense rates between legal entities of global organizations for intercompany expenses.
Intercompany transactions
Intercompany Time
Set the worker rates between legal entities of global organizations intercompany time.
Intercompany transactions
Prepaid
Apply prepayments towards installment and transaction contract line amounts. When you select this option, Workday populates
Deferred
 as the
Revenue Treatment
 on the customer contract.
Installments
You don't need to create a revenue recognition schedule.
Project Time and Expense
Charge the project as you incur time and expenses.
  • Installments
  • Milestones
  • Transactions
  • Milestones
  • Transactions
Recurring - Fixed Term
Use this contract line type with variable lines to manage minimum commitments that bill as a set amount on a recurring basis.
Example: You create a contract for technical support with minimum monthly fees and other usage-based transaction lines.
Installments
Installments
Subscription
Installments
Installments
Usage-Based
Process your transactions as they occur.
Transactions
  • Installments
  • Transactions
Value-Based Project
Create revenue installment lines that are based on an estimated amount and aren’t transaction driven. The revenue amount is an estimate. You'll need to balance the difference between final billed and revenue recognition amounts. Bill for projects with variable values based on external factors. Set the amount for the contract item, independent of resources used or time expended, and track the recurring transactions.
Use this line type on projects contract lines. Use a revenue recognition method that isn't
Transaction
.
  • Installments
  • Milestones
  • Installments
  • Milestones
Variable Amount - Non Project
Create revenue installment lines based on an estimated amount for goods and services. The revenue amount is an estimate. You'll need to balance the difference between final billed and revenue recognized amounts.
Use this line type on goods and services contract lines.
Installments
  • Installments
  • Milestones