Creating a Contract from an Opportunity

When the BC Opportunity to Contract Integration feature is enabled in Feature Console, by default a draft billing contract is created automatically when you save changes to an existing opportunity that has:

• The Type "New Customer"
• The Stage "Closed Won"
• A valid Account Name
• A valid Contract Start Date

If the Billing Central Automation feature is also enabled and automatic contract activation is configured, the new contract is created in the "Active" status, provided that:

• The opportunity has products associated with it.
• All of the associated opportunity products have the Billing Term, Billing Type, and Contract Line First Bill Date fields populated.

Notes:

Your administrator might have configured your system differently. See Setting up Opportunity to Contract Process Configuration, Mapping Fields From An Opportunity To A Contract, and Setting up the Automation of Billing Central Processes.

You can only create one contract from an opportunity. When the contract is created, the Contract lookup on the opportunity is set to that contract. If you have permission to view opportunities, then the contract displays a link to related opportunities. This popup enables you to view the opportunity that created the contract and any other related opportunities.

To create the contract, you must complete the Account Name and Contract Start Date fields. For a list of the opportunity and opportunity product fields that are mapped to the contract and contract line items, see Mappings. You might need to add some or all of these fields to your page layouts.

You must have field level access to the fields mapped from Opportunity and Opportunity Product, but field level access to the fields they are mapped to on Billing Contract and Billing Contract Line Item is not necessary.

A contract is not created when you save a new opportunity. To create a contract for a new opportunity, you must first save it and then update it.

Note:

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 creation processes to make any necessary changes, rather than mapping the contract directly from the opportunity.

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 contract from an opportunity:

1. If you have not already done so, complete these fields on the Details page of the opportunity from which you want to create the contract:
   • Account Name
   • Contract Start Date
2. [Optional] Complete these fields on the opportunity, which are to be copied to the contract:
   • Company
   • Contract End Date
   • Contract First Bill Date
   • Opportunity Name
3. Complete the fields on each opportunity product, which are to be copied to the contract line items on the billing contract:
   • Billing Term - required if automatic contract activation is enabled
   • Billing Type - required if automatic contract activation is enabled
   • Contract Line End Date
   • Contract Line First Bill Date - required if automatic contract activation is enabled
   • Contract Line Start Date
   • Plan Name
   • Product
   • Quantity
   • Sales Price
   • Unit of Measure
4. Select the Type "New Customer".
5. Select the Stage "Closed Won".
6. Click Save.

If the contract is created successfully, the Contract lookup on the opportunity is updated with that contract.