Set up a contract

You use the Customer contracts (CT301000) window to set up a contract.
The setup operation is available for contracts that have the Draft status only.

1. In the Contract ID field, select the contract you want to initiate.
2. Review the contract details to ensure that the contract meets the intentions of the parties, and make any needed changes.
3. Click Actions, and select the Set up contract action.
4. In the Set up contract dialog box, specify the date of contract setup and click OK.

When the operation completes, the following actions occur:

• The contract gets the Pending activation status.
• The setup date becomes unavailable for editing.
• If the invoicing schedule starts on the setup date, the Expiration date field and the Invoicing schedule section are filled with details.
• An invoice is issued for any service to be provided on setup. If the invoicing schedule starts on the setup date, the invoice also includes a renewal fee if such a fee is configured to be collected on contract activation. You can view the invoice details on the Sales history tab of the window.

You cannot enter contract usage at this point; to proceed, you need to activate the contract.