SAP Knowledge Base Article - Public

2936720 - How to Create Contract Template

Symptom

You want to use contract templates while creating contracts, but you do not know where to create the template.
Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP Cloud for Customer

Resolution

  1. Go to Contracts work center
  2. Select New 
  3. Create a Contract ABC (ABC represents the ID of the contract)
  4. Select Save and Open
  5. Select the field Is Template and set the value to Yes
  6. Save 

Is Template.png

Now you will see that the contract ABC will be available as a Template which can be selected while creating future contracts. If the field Is Template is not available in the contract header you can add the same from Adaptation
You can use this contract template as a raw default structure to maintain data like items, contract type, Begins On, Ends on etc and reuse them by just assigning a customer when you use actually create a new contract based on this template

Keywords

Sales, Service, Contract, Contract Templates , KBA , contract template , LOD-LE-COP , Contract Processing , LOD-LE-COP-SRV , Service Contract , LOD-LE-COP-SLS , Sales Contract , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions