If you establish
contract defaults in General Configuration,
GovWin Capture Management uses your default settings each time that you create a new
contract record. You can then modify the values in the new record.
GovWin Capture Management limits
contract defaults to certain tabs and fields. You cannot use this feature to set default values for an entire record.
\When you create a new
contract record,
GovWin Capture Management applies
contract defaults in the following ways:
- When you click
to create a contract, GovWin Capture Management applies all the contract defaults to the contract.
- If you create a contract from an opportunity, certain values are determined by values in the opportunity record; for fields not pulled from the opportunity record, GovWin Capture Management uses the contract defaults.
- If you copy an existing
contract to create a new
contract,
GovWin Capture Management uses the field information of the existing
contract; it does not use
contract defaults.
- If you use a
contract template to create a
contract,
GovWin Capture Management overrides the
contract template fields with the information from the
contract defaults.