Upselling a Contract From an Opportunity

When the BC Opportunity to Contract Integration feature is enabled in Feature Console, you can upsell an existing contract from an opportunity. By default, the existing contract is updated, and a copy is saved as a superseded contract, when you save changes where:

The Opportunity has Type "Existing Customer - Upgrade"
The Original Opportunity field is populated
The Original Opportunity has a related active contract
The Opportunity has at least one Product
The Opportunity is moved to Stage "Closed Won"

Notes:

Your administrator may have configured your system differently. See Setting up Opportunity to Contract Process Configuration and Mapping Fields From An Opportunity To A Contract.

When you upsell a contract, the Contract lookup on the Opportunity is set to the updated contract. If you have permission to view opportunities, then the updated contract displays a link to related opportunities.

For a list of the opportunity and opportunity product fields that are mapped to the updated contract and its contract line items, see Mappings. You might need to add some or all of these fields to your page layouts.

To upsell an active contract from an opportunity, you must first save the opportunity, and then update it.

Note: Note Notepad

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 upsell process. The plugin may make changes to the new lines being added.

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

To upsell an active contract:

If you have not already done so, complete these fields on each opportunity product:
- Billing Term
- Billing Type
- Contract Line First Bill Date (if you do not enter a value, this defaults to Contract First Bill Date on the Related Contract)
- Contract Line Start Date (if you do not enter a value, this defaults to Contract Start Date on the Related Contract)
- Product
- Quantity
- Sales Price
These fields are copied to the new contract line items on the active contract that you are upselling.
[Optional] Complete these fields on each opportunity product:
- Contract Line End Date (if you do not enter a value, this defaults to Contract End Date on the Related Contract)
- Plan Name
- Unit of Measure
These fields are copied to the new contract line items on the active contract that you are upselling.
Select the Type "Existing Customer - Upgrade".
Select the Stage "Closed Won".
Click Save.

A copy of the original opportunity's active contract is saved as a superseded contract. Products on the upsell opportunity are added to the active contract. After the upsell process, the updated active contract retains the original contract number, and a link is created between this updated contract and the superseded contract. In addition:

Billing schedules are generated for the new lines, as well as for the existing lines.
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.

Note: Note Notepad

You cannot upsell a contract if it has an open change request.