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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Customer Contract Templates

Steps: Create Customer Contract Templates

Customer contract templates simplify customer contract creation, maintain consistency, and reduce errors. You can use templates to populate common options when you create customer contracts.
  1. (Optional) Access the
    Maintain Worktag Usage
     report.
    To track revenue and expenditures between intercompanies on customer contract lines, configure the
    Intercompany Affiliate
     worktag type for customer contracts.
    Security:
    Set Up: Enable Worktags
     domain in the Common Financial Management and Worktags functional areas.
  2. Access the
    Create Customer Contract Template
     task.
    Define template details, including the contract type, billing schedule information, sales items, and worktags. When you create a customer contract from a template with intercompany affiliate worktags, Workday populates the
    Intercompany Affiliate
     worktag from the template onto the customer contract lines.
    Security:
    Set Up: Customer Contracts - Templates and Types
     domain in the Customer Contracts and Project Billing functional areas.
  3. (Optional) Access the
    Maintain Customer Contract Types
     task.
    Assign a contract template to each of your contract types.
    Security:
    Set Up: Customer Contracts - Templates and Types
     domain in the Customer Contracts and Project Billing functional areas.
  4. Add the
    Create Customer Contract
     service step after the completion step on the
    Create Project
     business process. This service step creates a customer contract in
    Draft
     status from your Project.
Create customer contracts using templates.