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Large Quotes to Contracts Overview
When you have large quotes with several lines or a large quote with several child quotes, you can asynchronously create contracts for those quotes.
This feature is available for Salesforce Industries Communications, Media, and Energy Fall '20 users only.
Depending on your business need, CLM can create a single contract or a parent contract with child contracts under it.
See the following examples.
Parent Contract Created From a Large Quote
Acme Energy has a large quote to provide electricity with two groups of quotes that each has service point quotes. Those service point quotes have several line items. Acme Energy does not need to retain contracts at the service point level, so you create one single contract that contains all the line items (for all service points together.
Hierarchy Contract Created From a Large Quote
Acme Telco has a large quote for cell phones with two groups that each have service point quotes under it that represent individual subscribers with customized line items, such as more data or music. When CLM creates the parent contract, Acme Telco wants to make sure that those individuals still have separate contracts with their own line items. So, you create one parent contract that contains a hierarchy of subcontracts for the subscribers.
Configuration for Contracts From Large Quotes
To create your own configuration for large quotes, you can use the following APIs, Omnistudio Data Mappers, and sample Omniscript:
Element | Description | More Details |
|---|---|---|
Async Multi-Site Quote to Contract API |
Converts a quote and child records to a contract and its related records for the specified ObjectId. Included in the clm/asyncQuoteToContract Integration Procedure. |
|
Multi-Site Update API |
Updates a contract and its child records for the specified ObjectId. Included in the clm/asyncUpdateContracts Integration Procedure. |
|
Multi-Site Delete API |
Deletes a contract and its child records for the specified ObjectId. Included in the clm/asyncDeleteContracts Integration Procedure. |
|
ExtractContractRecordTypes Data Mapper |
Retrieves all the contract record types for the specified ObjectId. Included in the clm/asyncQuoteToContract Omniscript. |
|
ExtractGroupQuot Data Mapper |
Retrieves the quotes and the associated groups for the specified ObjectId. Included in the clm/asyncQuoteToContract Omniscript. |
|
clm/asyncQuoteToContract Omniscript |
Sample Omniscript that you can use to asynchronously create a group contract from a large quote. |
Workflow Example
For an example of a workflow that uses APIs, Data Mappers, and the clm/asyncQuoteToContract Omniscript, see Create Contracts From Large Quotes.
- Create Contracts From Large Quotes
Create contracts asynchronously based on large quotes by completing the following procedure. - Using the clm/asyncQuoteToContract Omniscript
This Omniscript creates contracts based on large quotes. Using the Object ID, you pick a template, and the Omniscript generates the document, which you can download or email as a Microsoft Word file or PDF file. - Set Up Email Notification for Large Quote Creation
To receive an email notification when CLM finishes creating your large quotes, you can create a trigger. - Multi-Site Quote to Contract API
Converts the specified quote and it child records to a contract and related record. The API uses configurable Integration Procedures and Omnistudio Data Mappers in an asynchronous call for the processing of a large amount of data. - Multi-Site Update API
Integration Procedure Name: clm/asyncUpdateContracts - Multi-Site Delete API
Deletes the Contract and child records to the Contract and related record. The API uses configurable Integration Procedures and Omnistudio Data Mappers in an asynchronous call for the processing of a large amount of data. - Using the Async Quote To Contract Omnistudio Data Mappers
You can use two extract Omnistudio Data Mappers to help you get data for asynchronous processing of large quotes to contracts.
