Contract Line automatic creation

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Posted on by Community Member

Hello,

I have been trying to automate the process of creating contract lines based on a won opportunity, ie when opportunity is won create contract > then create contract lines based on the products on the opportunity.

I understand that I cant do much with standard workflows and contract lines, so I'm wondering if there's an alternative way and if so how best to achieve it.

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Aileen Gusni 44,524 on at

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RE: Contract Line automatic creation

Hi Steve,

Yes, you are right.

You can create Plugin/Custom Workflow Activity.

If it is plugin, you can register when the Opportunity is Won or when its status is updated from Open to Won.

Additional info:

community.dynamics.com/.../110934

Hope this helps.

Thank you.

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