Project Contracts

Project Contracts template allows the user to Create, Activate, and Update a contract.

Create Contracts

Create Contracts functionality creates a new contract with Contract Lines, Party Contacts, Sales Person, Bill Plan, Revenue Plan, etc. Create Contracts functionality creates the contract in Draft status.

Activate Contracts

Activate Contracts functionality activates the contracts.

Set Status to Amend

Set Status to Amend functionality changes status of an active Contract to Amend.

Update Contracts

Update Contracts functionality updates the contract in Draft or Amend status.

Related Topics - Contracts Template

1) Privileges required for Contracts Template.

The user must have the following privileges to upload the transaction:

  1. Create Contract (OKC_CREATE_CONTRACT_PRIV)