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Documentation Index

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The Revenue Contracts page (/fa/revenue-contracts) lists and manages master records for multi-period revenue agreements.

Overview

The Revenue Contracts page displays a searchable table of revenue contracts for the current organization. Users can search by contract number or customer name. New contracts and edits use a RevenueContractDialog. The page uses the useRevenueContractList hook backed by the fa_revenue_contracts table. Contract creation requires the FA_PERMISSIONS.REVENUE_CONTRACTS_MANAGE permission, surfaced via a PermissionGate component.

Who it’s for

Requires permission: fa.revenue_contracts.view. To create or edit contracts: fa.revenue_contracts.manage (as referenced by FA_PERMISSIONS.REVENUE_CONTRACTS_MANAGE).

Before you start

  • At least one customer must exist.
  • You need fa.revenue_contracts.view to access the page.

Steps

View revenue contracts
  1. Navigate to /fa/revenue-contracts.
  2. Use the search field to filter by contract number or customer name.
  3. Browse the results table.
Create a new revenue contract
  1. Click New contract (requires fa.revenue_contracts.manage).
  2. Complete the contract form in the dialog.
  3. Save.
Edit an existing contract
  1. Click the row edit action.
  2. Modify fields in the dialog.
  3. Save.

Key concepts

  • Revenue contract: A fa_revenue_contracts row that acts as the parent record for one or more revenue schedules.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/RevenueContractsPage.tsx
  • src/cores/fa/hooks/useRevenueContracts.ts
  • src/cores/fa/components/RevenueContractDialog.tsx