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Microsoft Dynamics CRM (Archived)

Dynamics 365 PSA: Be able to change a Confirmed Contract

Posted on by 7,392 User Group Leader

Hi,

I have confirmed a Contract in PSA. However, is there a way I can still review this Contract. The reason I would like to do this is to be able to add additional Contract Lines.

Any suggestions/best practices or work around?

Kindly advise. Thanks in advance.

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  • Priyesh Profile Picture
    Priyesh 7,392 User Group Leader on at
    RE: Dynamics 365 PSA: Be able to change a Confirmed Contract

    I think so that might work. Because as far are there are no issues in your normal process, you can choose this path.

  • Aggie57 Profile Picture
    Aggie57 360 on at
    RE: Dynamics 365 PSA: Be able to change a Confirmed Contract

    We have this situation as well.  The PSA guide says to create a new contract but that is daft, a contract often needs to be varied after initially being agreed.  So we created a small workflow to change confirmed contracts back to draft.  Seems to work fine, we've seen no side affects to date.

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