When the BC Opportunity to Contract Integration feature is enabled in Feature Console, by default a renewal contract is created automatically when you save changes to an opportunity where:
The Opportunity has Type "Existing Customer - Renewal"
The Original Opportunity field is populated
The Original Opportunity has a related active or expired contract, and that contract has an end date and does not already have a renewal contract
The Opportunity is moved to Stage "Closed Won"
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 renewal contract from an opportunity:
If you need to do so, complete these fields on the Details page of the opportunity from which you want to create the renewal contract.
Account Name
Contract Start Date
[Optional] Complete these fields on the opportunity, which are to be copied to the renewal contract:
Company
Contract End Date
Contract First Bill Date
Opportunity Name
[Optional] Complete the fields on each opportunity product, which are to be copied to the contract line items on the renewal 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
From the Type drop-down list, select "Existing Customer - Renewal".
From the Stage drop-down list, select "Closed Won".
Click Save.
A new contract is created for the renewal, with the Major Version field incrementing by 1. The Major Version on the original contract remains unchanged.
The renewal contract is linked to the original contract but is a separate contract with its own contract number. You cannot renew the original contract more than once.
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