Questions tagged [contracts]

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13 views

Test Class - Contract Creation, Null ContractNumber Field

I'm working on developing a test class for my apex. I'm stuck with creation of Contract records contractnumber field. In test class, I use the following code: Contract c = new Contract(); c....
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1answer
29 views

SOQL to get all Contracts for all accounts

I'm trying to get a full list of contracts for all accounts in SF. I've been using a couple of SOQLs with no luck. I'm just getting 0 results: SELECT id FROM Contract Or: SELECT id FROM Contract ...
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1answer
25 views

[Salesforce CPQ]Lookup to ContractId on Activated Order

I'm trying to update the ContractId field on an Activated Order via process builder on Contract. However, it's throwing me an error  You can't edit Contract Number on activated orders.: Contract ID. ...
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1answer
26 views

On Account show if a Contract is Active, handle end of contract

We're planning to use Salesforce Contract(or a custom object) to track signed(active) contracts with the customer. Business wants to see on account level if a customer has active contracts. Designing ...
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0answers
163 views

Error while update contract status from Expired to Current

I am getting the below error while changing a contract status from Expired to Current through workbench/data loader. Choose a valid contract status and save your changes. Ask your admin for details ...
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1answer
73 views

How to add checkboxes for each records showing Contracts of Account according to hierarchy on VF page?

Account is one object and Contract is another object. I want to show Contracts of all Child Accounts on Ultimate Parent Account. Below is the code for same. Controller public with sharing class ...
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1answer
66 views

Contract Field Status/Record Type

When you are first creating a contract, you can only choose a status in the draft category. Once the contract is created you can change the status to the ones in other categories by editing it, ...
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0answers
23 views

Salesforce Path with multiple end states on Contracts

I want a simple path display for contracts that allows the following logic: Draft In Approval Activated or Declined Is there an "out of the box" way to implement this contract close status split? ...
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0answers
157 views

Running into the error “Opportunity must have a primary quote in order to create an order.” when renewing contracts from Apex

Here is the code that we can run in Developer console to reproduce the error. What this code does: Renews the expiring contract by setting the CPQ renewal fields to TRUE. Queries the renewal ...
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1answer
60 views

Enhanced Lookup for Contract on Quote in CPQ

In CPQ Quote object record when we try to add Master Contract Record using lookup Icon we only see Contract Number and Owner. We wanted to enhanced this lookup to be able search it by Contract Name , ...
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1answer
27 views

How to Determine if a Contract Has Reached Half of Its Expiration Date?

This is related to my previous post: Create a report that will display all contracts with six months remaining before their expiration dates I've decided to post another one since that only focuses ...
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2answers
395 views

User unable to edit created Contract

OWD for Account and Contract is Public Read-Only. As we know that Account and Contract have Master-Detail relationship. Whenever a user creates Contract record the owner of the record is being ...
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1answer
88 views

Proper way to make Contract-Order, force 1-1 relationship

I'm looking out for a way to make the relationship between Order and Contract, 1-1, The relationship between both, is optional, but still, I'm unsure if I need to add a custom field to Contract that ...
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0answers
260 views

Salesforce Contracts - Testing on Contract term/End Date

I have a class that is looking for contracts 30 days before the end Date. My problem is i am trying to build a test for this class, and in that i'm trying to create a contract where the End Date is ...
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1answer
1k views

How to mark a Salesforce Contract record as canceled or terminated?

I understand once a contract has been Activated, the status cannot be changed. However, there are times when a contract is terminated (ends early) and there needs to be a way to indicate this. Are ...
2
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1answer
1k views

What will happen exactly if I check “Send Contract Expiration Notice Emails to Account and Contract Owners” in Contract Settings?

Salesforce Contract settings has this option: Send Contract Expiration Notice Emails to Account and Contract Owners However, this is the only information I can find on the Salesforce help site to ...
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1answer
179 views

Formula Field to calculate # of months on contract

I have two custom date fields on the contract object called contract start date and contract end date that are both just date fields. How would I write a custom formula field that looks at both and ...
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0answers
56 views

Parent Service Contract field showing name as ID when shown on List View

I'm using the Standard Service Contracts, with Parent Service Contract. When looking on the actual record, the parent shows up as expected. However, when adding the same field to a list view or a ...
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1answer
241 views

Optimizing a query

Is there any way the below code can be simplified into a single query?: List<Contract> contractsToUpdate = new List<Contract>(); for (Contract cont: [SELECT AccountId, OwnerId, ...
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1answer
52 views

How can the CreatedDate of a record not be the date it was created?

I got this strange case - were a contract record was created at 20/12/2016, but it shows in createdBy old date 15/12/2015. The correct created date shown in the lastmodifiedDate. According to my code ...
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2answers
6k views

Rename Account Name Field label on Contract Standard Object

Can we update Account Name Label on the Contract Standard Object?
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1answer
163 views

validation rule conditional formulas [closed]

I need to create a validation rule on standard object "Contract" that will fire on standard Activate Button, the formula will: If(status != 'Activated' && DateOne == Null, && DateTwo =...
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1answer
223 views

Entitlement Management, Cases, and Accounts

I want to use Entitlement Management to enforce service agreements to my internal and external users, when they make a new case. When a user creates a case, I want the case to be tied to an ...
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1answer
46 views

Contract Renewal

everyone. I'm attempting to institute an OnClick Javascript button which increases the StartDate and EndDate fields of the standard Contract object by one year (essentially renewing it), but ...
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1answer
358 views

Contract object not supported for Push Topic channel

I am trying to create a push topic notification for the Contract object via the following code: PushTopic pushTopic = new PushTopic(); pushTopic.Name = 'RefreshContract'; pushTopic.Query = 'SELECT Id,...
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2answers
422 views

Assign a value to ContractLineItem

Probably dumb question, but I'm in cognitive dissonance. I want to create ContractLineItem from Account's Assets. I go to setup=>Contract line items and check fields. There's a lookup on Product2. I'...
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1answer
167 views

Workflow rule (time based) that updates the status of a contract from “XYZ” to “Activated” does not flip the status

I am writing a simple workflow rule (time based) that updates the status of a contract from "XYZ" to "Activated" on contract start date but it does not flip the status when it fires off. I have ...
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1answer
342 views

how to remove the time stamp in a contract end date in an email template

I Would like to have a Date Format in an email template for the contract end date.Based on the requirement im using the enddate in an html email template but its displaying the date and time ,but we ...
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0answers
134 views

how to send email to Account Owner from contract object in Batch Class

Can any one help me out . How to send an email to Account Owner from contract object in Batch Class.Im using templateid ,in target object im giving the contact id ,in whatid im sending the Account ...
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1answer
126 views

Help in test Batch class

I have a Batch class and written a test class where the code coverage is displaying as 50% only.How to cover the single message email in the test class . Batch Class : global class ...
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1answer
447 views

Apex Trigger to create a contract from Asset

I am currently in the process of trying to get a trigger that will create a new contract each time an asset is created (within a certain product family) When our salesforce was setup our consultant ...
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1answer
275 views

Help in a formual field for workflow rule criteria

I have a requirement ,where certain conditions should get met for an email notification to go the owner before 100 days of the contract end date. So i have created the a time based workflow rule and a ...
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3answers
12k views

SendEmail failed. REQUIRED_FIELD_MISSING, Missing targetObjectId with template:

Can any one help me out with this error . 1)When im using mail.setTargetObjectId(c.CustomerSignedId); the system start throwing a error . SendEmail failed. First exception on row 0; first error: ...
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2answers
1k views

Batch Class add condition in the query

I have a batch class where would like to add few condition in the query,how to add them.Any Suggestion please. 1)I would like to add more roles (such as EB ,TA ,RA etc where role is a picklist field) ...
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2answers
653 views

If the field is checked send an email notification

I had a requirement where i need to send an email notification 100 days before the contract end date based on the condition.So i have created the workflow rule with the condition and time based ...
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0answers
269 views

send email notification to contract owner 30 days before the contract end date

I have a requirement where i need to send an email notification to the contract owner 30 days before the contract end date , when the contract role is 'SA/EB?TA' etc.Any suggestion with an example ...
4
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1answer
8k views

Relationships of Opportunities, Quotes, Contracts and orders

We are using Opportunities, quotes, Contracts and Orders in our Org. This is a brand new instance of Salesforce and we are in the process of streamlining the sales and order process. The proposed ...
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2answers
3k views

What really is a difference between Contracts and service Contracts

I am working for a media company and they provide advertising sales for the clients. We are trying to implement the quotes, contracts and orders. I see that there is no option for contract line items ...
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2answers
880 views

Send Email Notification Before 90 days

Can any one help me out on this? We have a custom object as Contract Role and it has ROLE as a picklist field which has values as "SA" ,"EB","OR" ETC.It has a master detail relationship with Contract....
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0answers
114 views

'In person signing' with Echosign and salesforce

Our sales team need to be able to produce contracts off the back of opportunities within SF and present them to people in person to sign. Ideally looking for a slick process maybe on iPads. We ...
1
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1answer
133 views

Workflow and Field Update to Standard, Required Field

On the Standard Contract Object, I am trying to make a default picklist value for Status upon Contract record creation. When I use a workflow and field update, the field doesn't get updated in the ...
2
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1answer
346 views

Importing Contracts: What to do with contract number?

I have a customer who is already using Contracts that wants to import a bunch of their old Contracts. One caveat is that the Salesforce auto-number for Contracts is prefixed with the current year, so ...
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2answers
95 views

Document app's to generate documents

Buddies, I'm looking for an app that allow me to manage the document creation process inside salesforce.com. I'd already try Conga Composer and S-Docs but, to fit my needs, it's important to user be ...
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1answer
65 views

What would be the best way to create a case for a product (through Asset or Contract or Product pick list or any other way)?

I have been working to create a case for a product which would create a service order in SAP. I knew there are ways to create a case record for a product using Assets and Contracts or using the ...
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1answer
1k views

Account Contact roles, pre-populating opportunity /contract contact roles

i am hoping you can help,i am wondering is there a way i can populate the account contact roles, and it populates the contract,opportunity contact roles automatically For example In the scenario ...
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1answer
69 views

Apex Triggers to solve my Opps and Contracts problem - The Other Half

So, thanks to @BarCotter I have managed to get the first half of my problem sorted. I now have an Apex trigger to create a record in a custom object upon creation of an opportunity. What I need to do ...
3
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1answer
531 views

Apex Triggers to solve my Opps and Contracts problem

Following from my previous question I'm still trying to link Opportunities and Cotnracts together and report on them. Firstly, I now have a lookup relationship between Opportunities and Contracts so ...
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0answers
806 views

Opportunities and Contracts - ideas welcome!

Morning all, I would like to pilfer your collective brains if possible. I've also asked the question on the Salesforce Ideas Exchange but thought it was best to double up. In my org, when we have a ...
6
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1answer
2k views

Creating contract status picklist values with the meta data api

I'm working on a small application that uses the metadata api to make some structural changes on some default objects. One of the changes is adding some picklist values to the Contract's status field. ...
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1answer
726 views

How do I insert a list of related line items in apex?

I am creating a visualforce page and a custom apex class for a page that allows users to convert opportunities and opportunity line items into service contracts and contract line items. I've got all ...