Contracts Creation & Validation

These preferences affect contract creation and validation of contract items:

Field	Description
Enable Script R02A	Check this box to enable the script that validates items before creating contracts.
Enable Script R02B	Check this box to enable the script that validates contract items.
Sales Order Status to Create Contract	Select the minimum sales order status that will be processed for contract creation. Sales Order: Pending Approval - Select this option if you want to create a contract upon saving of the sales order, even if the status of the order is still Pending Approval. This option is the default setting. Sales Order: Pending Fulfillment - Select this option if you want to create a contract when a sales order is approved. You can manually create a contract for specific sales orders by clicking the Create Contract button on the transaction record. This button is available on sales orders with no associated contract record yet. For more information, see Creating a New Contract. This preference applies only to new sales orders. For renewals, a renewal contract is automatically generated if the renewal transaction is a sales order or when a renewal opportunity or estimate is converted to a sales order. For more information, see Renewing a Contract.

Field

Description

Enable Script R02A

Check this box to enable the script that validates items before creating contracts.

Enable Script R02B

Check this box to enable the script that validates contract items.

Sales Order Status to Create Contract

Select the minimum sales order status that will be processed for contract creation.

Sales Order: Pending Approval - Select this option if you want to create a contract upon saving of the sales order, even if the status of the order is still Pending Approval. This option is the default setting.
Sales Order: Pending Fulfillment - Select this option if you want to create a contract when a sales order is approved.

You can manually create a contract for specific sales orders by clicking the Create Contract button on the transaction record. This button is available on sales orders with no associated contract record yet. For more information, see Creating a New Contract.

This preference applies only to new sales orders. For renewals, a renewal contract is automatically generated if the renewal transaction is a sales order or when a renewal opportunity or estimate is converted to a sales order. For more information, see Renewing a Contract.

General Notices