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Info

Vat Rates are percentages indicating the VAT that should be calculated on top of the products price. In Subscription25, A VAT code is a relation between a VAT Rate and the Administration to make sure that you are only allowed to use a certain percentage within an administration.

For example; Vat high in the Netherlands is 21%. In this case, there would be a VAT Rate called VAT 21%, and a VAT code called VH, related to the Dutch administration specifying we can use this rate in this administration.

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  • First off, we need to add some fields to the page layout for Contract. Subscription25 comes with a default Contract layout which has these fields included and which you can assign to profiles.

    • Navigate to the Object Manager in Setup

    • Navigate to the Contract object

    • Click the Page Layouts tab

    • Click the Page Layout Assignment button

    • Reassign the Subscription25 page layout to the correct profiles

  • Now we need to add some statuses to the default status picklist of the contract.

    • Navigate to the Fields & Relationships tab

    • Click on the Status field

    • Add three new statuses all of the type Activated

      1. Ready

      2. Closed

      3. Terminated

    • Reorder the list so it looks like:

      See more about these statuses on this page Contract StatusesManagement

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Next step includes the setup of products and the setup of debtors