Updating a Contract
The update contract functionality only syncs to contracts previously created from the current quote. The sync operation overwrites existing contract header and line item data with current quote values. And custom field mapping only occurs when API names match exactly between Quote and Contract objects.
Functionality changed in 620>> If the contract was originally created using only selected line items, performing an update operation copies all existing cart line items into the contract along with any changes in the quantity or pricing.
Functionality changed in 620>>For example, suppose the cart contains 10 line items, each with a quantity of 50, and you create a contract using only the first five line items. Later, you update the quantities of the first three line items to 100 and perform an update operation. As a result, the contract now includes all 10 line items instead of the original five. The first three line items have a quantity of 100, while the remaining items retain a quantity of 50.
While updating the contract, all the line items from the cart are displayed in the panel and are selected for adding to the contract. Any changes in quantity or pricing to the existing line items is copied into the updated contract. You can modify the selection as required, remove or retain existing lines. Use the Search function or the filter function to narrow the list. You can export the list if required. The modify operation overrides the existing line items in the contract by deleting the existing ones and adding the new lines.
For example, consider a cart with 10 line items, each having a quantity of 50, and a contract is created using the first five items. Later, if you update the quantities of the first three items to 100 and add five new line items, the contract update panel will display all 15 items as selected. You can either retain all 15 items or choose only the ones required. If the selected items include those with updated quantities, the revised contract will reflect those changes accordingly.
When the EnableQuoteToContractCopyCart feature setting is enabled, the cart‑cloning process runs asynchronously and always returns a job status when the parent cart contains line items, regardless of the number of items. However, if the parent cart has no line items, the process runs synchronously. As a result, the asynchronous flow is triggered only when line items are present, and lowering the quote‑to‑contract threshold has no impact in scenarios where the cart is empty.
- Go to the Quotes page and click the required quote.
- Click Contracts under RELATED LIST.
- Click the vertical ellipses (
) next to the contract name that you want to update. Click Update.
- Review the contract type. This is a non-editable field.
- Review and modify the selected line items as required. Use the search and filter function to narrow the list.
- Click Submit.
