Adding Contract Records
You can create a contract record from scratch or you can base a new contract record on an existing contract, contract template, or opportunity.
Related Topics:
- Add a New
Contract Record
Use the Contract Info Center to create new contract records. Each contract record must have a unique identifier. If you have set up contract defaults, values automatically populate some of the fields on the Contract Info Center form when you create a new contract. - Create a Work Breakdown Structure for a New
Contract
You can create a work breakdown structure (WBS) when you create a new contract. - Create a New
Contract from a
Contract Template
You can create a new contract from a contract template, which contains a pre-defined Work Breakdown Structure (WBS) as well as pre-defined data values that are transferred to the new contract record. - Create a New
Contract from an Existing
Contract
You can copy an existing contract record to duplicate its information, and then edit and save the record to create a new contract record. - Create a New
Contract from an Opportunity
You can create a new contract from an existing opportunity. - Create a New
Contract from an Opportunity and a
Contract Template
You can use a combination of an existing opportunity and a contract template to create a new contract. - Create a Kona Space for a
Contract When You Create the
Contract
When you create a contract from an existing contract, a contract template, or an opportunity, GovWin Capture Management can also create a space for the contract in Kona Business.
Parent Topic: Procedures for
Contract Records