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Enhanced Contracts Overview

On the enhanced Contract Detail page you can view the Contract Details and the products, services and plans that form the contract line items. You can also add, edit and delete the contract lines on the enhanced Contract Detail page. When you make changes to the contract, the Total Value updates to reflect the changes.

If you want to expand or collapse the Contract Detail pane, click or depending on whether you want to expand or collapse the pane.

Status

The Status of the contract is shown in color:

• A status of Draft is shown in blue.
• A status of Active is shown in green.
• A status of Superseded or Expired is shown in red.

Additional Fields

The Additional Fields tab shows the fields in the Enhanced Contract Additional Fields field set within the Contract object. The fields in the Enhanced Contract Additional Fields field set in the Contract Line Item object are shown as columns initially in the order specified in the field set. See Enhanced Contract Additional Fields.

Notes:

Notes

Your administrator may have specified different field sets in the Billing Central Settings custom setting. See Enhanced Contract Field Set and Enhanced Contract Line Field Set.

Fields that are already displayed as part of the enhanced Contract Detail page are not displayed on the Additional Fields tab.

The Additional Fields tab is hidden if there are no supported additional fields in the Enhanced Contract Additional Fields field set or the field set defined in the Enhanced Contract Field Set custom field of the Billing Central Settings custom setting.

You cannot edit system fields or fields that you do not have edit permissions for on the Additional Fields tab.

You cannot filter some types of custom field in the contract line item columns.

Click the Additional Fields tab to view or edit the additional contract fields.

The relationship of related object fields is indicated on the Additional Fields tab by '>'.

When editing a contract, you cannot edit additional fields that are related object fields, formulas, or roll-up summaries. Additional fields that are related object fields, formulas, or roll-up summaries are not updated while editing contracts. For instance, if the Additional Fields tab contains a field from a related object such as Account and you update the account on the enhanced Contract Detail page, the version of that field in the Additional Field tab is not updated while you are editing it.

To edit an additional field on a contract line while editing a contract or creating a new one, select the value you want to change or tab to it using your keyboard.

Price Books

If your products belong to active Salesforce Price Books, you can apply a price book to contract line items when you create them. For information about price books, see the "Prices and Price Books" topics in the Salesforce Help.

Resetting the Layout

To restore the default layout:

1. Click the settings icon .
2. Click Reset Layout in the Columns section.

Columns

You can change the layout of the contract lines on the Contract Detail page in these ways:

• Filter by a value in particular field
• Move columns
• Sort by column
• Show or Hide columns.

Filtering

When viewing or editing a contract, you can filter the list of products or plans on the contract by entering the first few characters of the plan or product in the Filter by Name box.

You can also filter the lines by a particular value in a column:

1. Hover over the column heading you want to filter.
2. Click the icon.
3. Hover over Filters.
4. Do one of the following depending on the type of information in the column:
   • Select the checkboxes of the values you want.
   • If the values in the column are numeric enter values in the less than <, greater than > and equals = fields to define the range you want.
   • If the column contains dates, hover over Before, After or On and then select a date.
     Tip:

     Tip

     

     If you want to filter on a date range, enter a Before and After date and select the Before and After checkboxes.

To remove a filter, repeat the first two steps and then clear the checkboxes.

To remove all filters, click Clear Filters.

The typeface of column headings that you've applied filters to changes to bold italic to indicate that a filter is applied to that column.

Moving Columns

To move a column:

1. Drag the heading of the column that you want to move.
2. Drop the column at the position you want. Two vertical arrows appear where you can drop the column:

   

Sorting by Column

To the sort the contracts by column, do one of the following:

• Click the column that you want to sort on. The up arrow indicates that the contracts are sorted in ascending order. The down arrow indicates that the contracts are sorted in descending order.
• Hover over the column that you want to sort on, click the icon then select Sort Ascending or Sort Descending depending on whether you want to sort the contracts in ascending or descending order.

Showing and Hiding Columns

To show or hide columns on the Contract Detail page:

1. Hover over a column heading.
2. Click the icon.
3. Select Columns.
4. Select the checkboxes of the columns you want to display and clear the checkboxes of the columns you want to hide.

View Tutorial

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