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Learn difference between "New Contract" & "Create Contract" buttons on quote & order in Revenue Cloud

Дата публикации: Mar 26, 2025
Описание

In orgs with RLM enabled, there are two buttons on the quote: 'New Contract' and 'Create Contract.' The presence of both buttons has led to confusion regarding which button triggers which functionality.

Решение

The New Contract button is part of the out-of-the-box functionality for Revenue Cloud, enabling users to create a Contract from a Quote and Order with App Usage Assignment under Revenue Lifecycle Management (RLM). However, this feature does not generate Sales Contract Line records during the contract creation process.

 

The Create Contract button, introduced as part of Salesforce Contract functionality, allows users to generate Contracts from a Quote or Order. Unlike the New Contract feature, this button does not include any App Usage assignment, indicating that it is not an RLM contract. Additionally, this feature generates Sales Contract Line records for the Quote Lines or Order Products from which the contract is created.

Номер статьи базы знаний

004576666

 
Загрузка
Salesforce Help | Article