Using a Custom Saved Search for Contract Item Creation

The contract item creation script (R03) uses a default search to identify the list of transactions that will be processed for contract item creation. If you want to use a custom transaction search for contract item creation, you should set the following preferences:

These preferences are available on the Contract Items Creation subtab of the Contract Renewals Preferences page. For more information, see Setting Up Contract Renewals Preferences.

Guidelines for Creating a Custom Search for Contract Item Creation

If the Use CI Pending Creation Search box is checked, you cannot use the default saved search Contract Item Pending Creation (or any custom search based on this saved search) in the Search: CI Pending Creation field. Instead, you must create a new saved search following these guidelines:

  • Search type must be Transaction.

  • Search must be set to Public.

  • To avoid any errors, the search must not include the following filters:

    • Main Line

    • Check Log Status (Custom Body)

    • Contract: Status

    • Created From

    • Contract (Custom Body)

    • Status

    • End User: Inactive

    • Distributor: Inactive

    • Reseller: Inactive

    • Type

    • Quantity Type (hidden) (Custom Column)

    • Item Category (hidden) (Custom Column)

For information about creating saved searches, see Defining a Saved Search.

Related Topics

General Notices