Mapping Fields From An Opportunity To A Contract

The Opportunity to Contract process needs to know how to map fields from the existing record into the new object type. You can change the default mappings, and add your own custom fields so that they are copied over automatically when Billing Central performs the mapping. Fields are then mapped from opportunities to contracts as required. The mapping works for all types of contract: new, renewal, upsell, and replacement.

The Opportunity to Contract Process uses these mappings:

Object From = Opportunity and Object To = Contract
Object From = Opportunity Product and Object To = Contract Line Item

For more information, see Setting up Field Mapping.

Concepts

Opportunities

Tasks

Adding a Plan to an Opportunity

Creating a Contract from an Opportunity

Renewing a Contract from an Opportunity

Replacing a Contract from an Opportunity

Reference

Opportunity Fields

Field Mapping Fields

Opportunity to Contract Process Configuration Fields

Mapping Fields From An Opportunity To A Contract

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