Use this activity to add a customer or prospect to a sales contract. When the contract header has been created, one or more customers can be added to the contract. A prospect can be entered instead of a customer as long as the contract has not been awarded.
In the contracting world, several different companies often bid for the same contract. This means that a subcontractor may submit tenders for the same contract to several contractors. It is important to keep track of all customers associated with the contract during the enquiry, bidding, and tendering phases. Once the contract has been awarded to a subcontractor, only one customer can remain.
A customer that has been blocked for credit can still be added to a sales contract. However, the contract cannot be awarded to a credit‑blocked customer unless the credit block setting is specifically overridden on the contract.
If a customer or prospect has contract‑specific correspondence or invoice addresses, this information can be added to the customer record on the sales contract.
When creating a contract, the system automatically retrieves and displays the customer’s default delivery address as defined in the customer’s basic data. You can override this address in the contract if a different delivery location is required for the agreement.