Create Sales Contract from Business Opportunity Line

Explanation

When one or more lines on the opportunity concerns a sales contract, you can create a sales contract from these business opportunity lines. You can select the line(s) in the Business Opportunity window and use the Create Sales Contract right mouse button option. The Create Sales Contract dialog box appears in order to update information.

Prerequisites

• The business opportunity must have the Confirmed status.
• The customer category should either be Customer or Prospect.

System Effects

• A sales contract is created, using all available information on the business opportunity header. The status of the business opportunity is updated to In Progress.
• A reference to the originating business opportunity will be stored on the sales contract header and lines. Also on the business opportunity references to the sales contract will be stored on header and lines.
• All opportunity lines on the active revision will generate new sales contract item lines. If the opportunity line part is a sales part, the sales contract item line will also be connected to a sales part. If the opportunity lines belong to different sites, one sales contract for each site will be created.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Create Sales Contract from Business Opportunity

Procedure

1. Open the Business Opportunity window, and search for the required opportunity.
2. Select the line or lines from which you want to create a sales contract.
3. Right-click and then click Create Sales Contract. The Create Sales Contract dialog box appears.
4. Enter Contract Type, Calculation Type, Calculation Method, Line No, Line Name and Line Description.
5. If needed, update the Contract Name, Probability, Contract Manager, Planned Start and Finish dates etc.
6. Confirm by clicking OK.