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Contract invoice workflow? RRS feed

  • Question

  • After a contract is invoiced, we do not want to start the contract unless the payment has been made (i.e. the value of some field as an indicator is changed to paid).

    But when a contract is invoiced, we cannot change its contents. How do I then ensure that the contract is active only after the payment is made ?

    Is there any alternative workflow that could be recommended so that the contract status changes to active only after a payment has been made ??

    Tuesday, May 15, 2012 7:06 AM

Answers

  • Hi,

    You can create a workflow which runs after the contract is invoiced.

    So when the contract is invoiced, run a workflow. This will check the indicator and if the payment is not paid, will change the contract status back to in-active.Now when someone goes back to this active contract and change the indicator to be paid, then run another workflow. This workflow will fire on the contract indicator field change. This will check whether the indicator field is paid, then it will change the contract status to inactive.

    Now this contract status is the system status field. Use this field so that you can atleast change the value of the indicator even after the contract is invoiced. But add another custom status field called "Active Contract" which is a two option set. When the contract is created and invoiced, the default value will be 'No' or false. Now when the contract indicator status is paid, the second workflow I have defined above, in that change the "Active Contract" to true. So basically you are activating your contract not through the system status field but custom status field.

    I hope the above is making sense.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
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    Tuesday, May 15, 2012 7:50 AM