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 |
| Defaults from the sales item. | Defaults from the sales item. | Defaults from the sales item. | Defaults from the sales item. |