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Creating a Draft Contract from an Opportunity

When the BC Opportunity to Contract Integration feature is enabled in Feature Console, by default a draft contract is created automatically when you save changes to an existing opportunity that has:

• The Type "New Customer"
• The Stage "Closed Won"
• A valid Account Name
• A valid Contract Start Date

Note:

Note

Your system may be configured so that an opportunity creates exactly the contract that you require. Your administrator may have set up a plugin that intercepts the contract creation processes to make any necessary changes, rather than mapping the contract directly from the opportunity.

The following process is correct for the default setup. Depending on your system setup, you may need to enter information in different fields.

To create a draft contract from an opportunity:

1. If you have not already done so, complete these fields on the Details page of the opportunity from which you want to create the contract:
   • Account Name
   • Contract Start Date
2. [Optional] Complete these fields on the opportunity, which are to be copied to the draft contract:
   • Company
   • Contract End Date
   • Contract First Bill Date
   • Opportunity Name
3. [Optional] Complete the fields on each opportunity product, which are to be copied to the contract line items on the draft contract:
   • Billing Term
   • Billing Type
   • Contract Line End Date
   • Contract Line First Bill Date
   • Contract Line Start Date
   • Plan Name
   • Product
   • Quantity
   • Sales Price
   • Unit of Measure
4. Select the Type "New Customer".
5. Select the Stage "Closed Won".
6. Click Save.

If the contract is created successfully, the Contract lookup on the Opportunity is updated with that contract.

View Tutorial

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