Editing Contracts

ERP Cloud

Which fields are editable depends on the contract's status. When the contract is active, you might need to create a change request to edit the contract depending on the options your administrator has chosen. For more information, see Creating Change Requests.

To edit a contract:

On the Billing Contracts tab, click the name of the contract you want to edit.
Click Edit.
Make the changes you require. See Billing Contract Fields for information about specific fields.
Click Save.

To add contract line items:

In Lightning Experience, click Add or New in the Billing Contract Line Items related list of the Billing Contract Detail page.
In Classic, click New Billing Contract Line Item in the Contract Line Items related list of the Billing Contract Detail page.
On the enhanced Billing Contract Detail page, select the product from the Add Product drop-down list.

To edit a contract line item:

In Lightning Experience, click on the contract line item you want to edit, then click Edit.
In Classic, click Edit next to the contract line item you want to edit.
On the enhanced Billing Contract Detail page, click the value you want to edit and enter the value you want. To add or edit a description, click the description icon or , enter the description you want then click Update.

To delete a contract line item:

In Lightning Experience, click on the contract line item you want to delete, then click Delete.
In Classic, click Del next to the contract line item you want to delete, then click OK.
On the enhanced Billing Contract Detail page, click the icon next to the product or plan you want to remove.