Create Sales Contract from Business Opportunity

Explanation

When your opportunity concerns a sales contract, you can create the sales contract from the business opportunity. You can use the Create Sales Contract right mouse button option from the header in the Business Opportunity window. The Create Sales Contract dialog box 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 header. 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 active 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.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Create Sales Contract from Opportunity

Procedure

1. Open the Business Opportunity window and search for the required opportunity.
2. Right-click and then click Create Sales Contract. The Create Sales Contract dialog box appears.
3. Enter values in the Contract Type, Calculation Type, Calculation Method, Line No, Line Name and Line Description fields.
4. If needed, update the Contract Name, Probability, Contract Manager, Planned Start, Finish Date fields etc.
5. Confirm by clicking OK.