how to create a Sales contract on IC

[former_member206357]

Hi Experts

I´m trying to create a sales contract con the Interaction Center (Im on CRM 7.0 ehp2) but there´s something strange, when I go to the sales cyle - Create Sales contract, I get a pop up saying there are no transactions avaliable

but if I go to Sales Cyle - Search Sales contract

And then Select New

I can Create a Sales Contract

anyone knows why is this? Im trying to create the sales contract from the first menu when I select create Sales contract, instead of going to Search - Create.

Anyone knows what it could be? how can it be done?

[Former Member · Accepted solution]

Hi Carlos,

Can u please check that to business profile for agent , is any transaction attached. There you need to attach required transaction type in your case it should be service contract process type.

Path to check customization:

SPRO->CRM->Interaction Center->business transaciton ->define business transaction profile.

there you can maintain the values as below :

I think this might help

Regards,

Ravi

[Former Member · Accepted solution]

You need to attache Sales contract in list of process type not service contract.

Regards,

Ravi.