1. Order Management
  2. Sales Orders and Cash Sales
  3. Software Vertical Contract Renewals
  4. Setting Up Contract Renewals
  5. New Forms, Fields, and Records for Contract Renewals
  6. Default Forms for Contract and Contract Item Records

Default Forms for Contract and Contract Item Records

Enhanced contract and contract item forms are available in Software Vertical Contract Renewals version 16.1. The enhanced forms display the Contract Items subtab as the default subtab for contract records, and the Contract Item Details subtab as the default subtab for contract item records. The table shows details of the old standard forms and the enhanced forms for contract and contract item records.

Record Type

Standard Form

Enhanced Form

Contract

Form Name: Standard Contract Form

Subtabs:

  • Notes

  • Files

  • Contract Items

  • Transactions

  • Renewal Contracts

  • Deleted Contract Items

Form Name: Contracts Form

Subtabs:

  • Contract Items

  • Transactions

  • Renewal Contracts

  • Notes

  • Files

  • Deleted Contract Items

Contract Item

Form Name: Standard Contract Item Form

Subtabs:

  • Notes

  • Files

  • Contract Item Details

Form Name: Contract Item Form

Subtabs:

  • Contract Item Details

  • Notes

  • Files

By default, these enhanced forms are assigned as the default form for contract and contract item records for users with a Renewals Manager [SWE] or Sales Person role. If you want to set these forms as the preferred forms for custom roles, do these steps.

To set the preferred contract and contract item forms for custom roles:

  1. Go to Setup > User/Roles > Manage Roles.

  2. Edit the role.

  3. Click the Forms subtab.

  4. Click the Custom Records subtab.

  5. Check the box in the Preferred column for Contracts Form and Contract Item Form.

  6. Click Save.

General Notices