7. Quote To Contract

Purpose
Convert an Approved quote on an Enquiry into a Contract record, carrying forward key commercial details and letting you set the contract dates and terms.

Prerequisites

• The quote you’ll convert is Approved (not Draft/Submitted).

• You have permission to create Contracts for this Prospect.

• (For Combi quotes) Convert the Combi Quote itself—don’t convert the constituent draft quotes.

• Currency/BU/Accounting Centre on the quote are correct (these flow into the contract).

Steps

1) Open the Approved Quote

1. Go to Preconstruction → Prospects and open the Prospect.

2. Expand Enquiries, then click the blue chevron ▸ on the relevant Enquiry.

3. In Tender/RFP → Quotes, locate the quote with Status = APPROVED.

2) Generate the Contract

1. On that quote row, click the ⋮ (three-dot) menu → Contract.

2. Confirm the prompt (Yes, pretty sure). You’ll be taken to Create Contract.

3) Complete the Contract form

Most fields are pre-filled from the Prospect/quote, for example:

• Company, Customer, Service Type

• Contract Code (auto), Order Date, Currency

• Order Value (from the quote), Bill-To/Region

Enter the mandatory date fields:

1. Start Date → pick from the calendar.

2. End Date → pick from the calendar (must be after Start Date).
   
   

(Optional) Fill: Description, Bill Address/City/Postal Code, Location, Contract Type, Customer PO & Date, Signing Authority, Invoice Notes, Attachments.

4) Save & confirm

1. Click Save.

2. Success message: “The Contract: {code} has been created/updated!” → OK.

3. You’ll land on Contracts with the new record visible (typically ACTIVE).

What you should see

• Contract header shows Prospect/Customer, dates, value, status ACTIVE.

• Contract code generated (e.g., CON/OMNISVC/...).

• Order Value = the Approved quote total.

Tips & gotchas

• No “Contract” action? The quote isn’t Approved (or you’re viewing a draft Combi constituent).

• Combi scenario: First build/approve the Combi Quote; convert that to a contract.

• Dates invalid: End Date must be after Start Date.

• Value wrong? Update the quote (re-approve), then convert; contracts mirror the approved quote.

• Irreversible flow: There’s no “un-convert.” To change scope/value after signature, use your Variation/Change Order process.

• Keep attachments (T&Cs/PO) on the Contract for downstream Finance and Billing.