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Applying a Change Request to a Contract

When you apply a change request to a contract, the changes on that change request are applied to the active contract. The change request then becomes a superseded contract and contains the contract as it was before the change request was applied. In addition:

• Billing schedules that have not been billed are deleted.
• Draft billing documents for the contract are deleted or discarded depending on the Allow Deletion of Draft Billing Document setting in the Billing Central Settings custom setting. See Allow Deletion of Draft Billing Document.
• Billing schedules are created automatically.
• After applying the change request you can create further billing schedules for the contract on the Salesforce Contract Detail page. See Switching between Enhanced and Salesforce Detail Pages and Setting up Default Detail Pages.

Complete billing documents and billing schedules that are associated with complete billing documents are not deleted.

To apply a change request to a contract:

1. If the change request is not already displayed, click Related Change Request on the active contract for which you want to apply the change request.
2. Click Apply to Contract.
3. Click Apply.

Salesforce

1. Click Apply to Contract on the Contract Detail page of the change request you want to apply.
2. To confirm the action, click Apply to Contract.

View Tutorial

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