Project Contracts

Project Contracts Template allows the user to create, activate, and update one or more contracts.

Create Contracts

Create Contracts functionality enables users to create one or more new contracts with a single click. Contracts can be created with information such as Contract Lines, Party Contacts, Sales Person, Bill Plan and Revenue Plan, etc. Create Contracts functionality creates the contract in Draft status.

Activate Contracts

Activate Contracts feature activates the draft contracts.

Set Status to Amend

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

Update Contracts

Update Contracts functionality updates contracts 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)
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