Modifying Contract after it is Active CRM 2013 RRS feed

  • Question

  • Hi,

    I am working on a task where I have to modify the contract after it is set to Active, is there any way to make the contract to Draft and modify it like adding new line items and set it to Active.

    I found a workflow solution written for CRM 2011 through SQL which is unsupported, I am looking for some supported way to do this.

    The reason to do this, our company contracts with the customer are rolling contracts, customer may buy few products when they initially start the contract, down the line they may be interested in other products and want to add those part of the same contract instead of creating multiple contracts.

    Any help would be appreciated.

    Regards Jeevan Please vote for me if you find the answer is useful.

    Wednesday, June 17, 2015 8:39 AM

All replies

  • Active contracts and associated contract lines cannot be edited. The only supported option is, I think, to cancel the contact, and then copy it. The copy should be in draft status so you can make the amendments and then invoice the contract to make it active again.
    Wednesday, June 17, 2015 2:18 PM