Editing a Contract
To edit a contract, go to the contract record and click the Edit button. You can access the contract record from the sales transaction or customer record that is associated with the contract. A list of all contracts is also available on the Contract List page. For more information about viewing contract records, see Viewing a Contract.
You can edit a contract to make any of these changes:
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Create an upsell order for the contract by clicking the Create Up-Sell Order button. For more information, see Contract Upsell.
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Create a downsell RMA for the contract by clicking the Create Down-sell RMA button. For more information, see Contracts and Returns.
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Cancel the contract by clicking the Cancel Contract button. For more information, see Canceling a Contract.
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Modify the renewal term for the contract by specifying a value in the Renewal Terms field.
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Override the Days Before Renewal preference for the contract by specifying a value in the Contract Days Before Renewal field.
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Override the customer uplift for the contract by specifying a value in the Contract Uplift field.
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Override the customer uplift, contract uplift, or both by specifying a value in the Contract Item Uplift field on the contract item record. For more information, see Contract Item Uplift.
For information about contract fields, see Contract Fields.
Contracts can also be updated using CSV import or mass update. For more information, read these topics.