Create Sales Contract from Business Opportunity
Explanation
When your opportunity concerns a sales contract, you can create the sales contract from the business
opportunity. Click Create Sales Contract on the Business Opportunity page. The Create Sales Contract dialog
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. 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 main 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.