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Administrator Guide
Last Updated: 2023-06-23
Reference: Quote Line to Contract Line Mapping

Reference: Quote Line to Contract Line Mapping

Workday uses this logic to default values from various quote lines to contract lines and billing schedules.
Quote Line
Quote Billing Model
Contract Line Type
Revenue Category
Billing Schedule (Optional)
Revenue Schedule (Optional)
Role Line
Fixed Fee
Fixed Fee Project Line
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Time and Expense
Project Time and Expense Line
With Transaction Source = Time
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Expense Line
Fixed Fee
Fixed Fee Project Line
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Time and Expense
Project Time and Expense Line
With Transaction Source = Expense
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Third Party Cost Line
Fixed Fee
Fixed Fee Project Line
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Time and Expense
Project Time and Expense Line
With Transaction Source = Supplier Invoice
Defaulted from
Maintain Services CPQ Settings
task.
Defaulted from
Maintain Services CPQ Settings
task.
Not created automatically.
Default Accounting Treatment = Invoice.
Item Line
  • Fixed Fee
  • Time and Expense
Defaults from the sales item.
Defaults from the sales item.
Defaults from the sales item.
Defaults from the sales item.