Guidelines for Creating New Contracts
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Contract items are generated from the line items on the sales transaction. By default, contract items on new contracts are generated on an hourly basis, during the scheduled run of the R03 script. You can change the frequency of the contract item creation process by setting the schedule on the script deployment record. For more information, see Setting Up Schedules for Contract Item Creation and Contract Renewal.
Alternatively, you can create contract items for a contract on demand. For more information, see Creating Contract Items On Demand.
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When Install Base Field Mapping contains conflicting field types, for example, from Date to Percent, no contract will be created upon saving the transaction.
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If the workflow action fails, the initial incomplete contract ID remains displayed on the Sales Order page in View mode. To completely attach the contract to the sales order, edit or update the page. When edited, the final contract name that is based on the initial contract record is assigned to the sales order and the Check Log Status field on the Options & Log subtab is set to Pending. If the sales order is updated through CSV import or Web service, a final contract record that is different from the initial record is assigned to the sales order, the Check Log Status field on the Options & Log subtab is set to Pending, and the initial contract record becomes an orphan.
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When creating a transaction saved search, don't include Contract Field: Target Renewal Date on the Criteria or Results subtab for transactions other than contracts. Doing so will result in error.