Add contract lines to a customer contract

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add one or more contract lines to a customer contract on the CSM Configurable Workspace.

    Vorbereitungen

    Role required:
    • To create an order, you need sn_customerservice_manager and sn_ind_tmt_orm.order_agent.
    • To create a quote, you need sn_customerservice_manager and sn_sales_common.sales_agent.

    Prozedur

    1. Navigate to All > CSM/FSM Configurable Workspace..
    2. In the Contracts and Entitlements list, select Customer Contracts.
    3. In the Contracts and Entitlements - Customer Contracts list, select the customer contract to add more contract lines.
    4. On the Customer Contract form, select Customer Contract Lines related list.
    5. Select New.
      The target entity is created depending on the rules set in the Customer Life Cycle Workflows Policy decision table. For more info, see Configuring Customer Life Cycle Workflows Policy decision table.
      • If the selected target entity is a quote, a quote to create new customer contract line is created.
      • If the selected target entity is an order, an order to create new customer contract line is created.
      • If the selected target entity is an opportunity, an opportunity to create a new customer contract line is created.
      • If the selected target entity is an opportunity and a quote, both opportunity and quote to create the customer contract are created. You can navigate to the opportunity and quote by selecting the numbers from the confirmation message.
      The Existing contract field will refer the current customer contract. All the other fields like Contract start date, Contract end date, and contract renewal fields will be auto-populated with the current contract details.
    6. In the Catalog tab, add products to the new quote or order that is created.
      For more info, see Add products to a quote.
    7. Select Submit for approval.
    8. In the Order Line Items related list, double-click the State value of the parent order line and set it to Completed.
      On the Customer Contract Line related list, a new customer contract line is created and added.

    Ergebnisse

    The new customer contract line is added to the contract and is visible on the selected target entity. The new customer contract line is synced with auto-renewal quote or opportunity that is generated for the contract. When the associated customer contract is auto renewed, the new customer contract line is automatically renewed and added to the renewal quote or opportunity.