Allow historical contracts to be imported or created

This topic describes the procedure to allow contracts with past End dates to be imported or created. A "past End date" is a date that occurs before today's date.

Allow historical contracts to be imported or created

During the initial implementation of Contracts, you may want to import or create a contract that has an End date in the past for historical data purposes. By default, the system prevents you from creating or updating contracts with past End dates so that the contracts won't be renewed prematurely.

As contracts are composed of two main parts (the contract and the contract lines), you have to import/create the contract first and then import/create the contract lines in separate processes, which may take you some time to complete. However, the contract renewal engine runs approximately every five minutes, and will immediately execute renewals against a contract when it encounters a past End date.

To import/create historical contracts, you need to turn on an option that allows contracts with past End dates to be imported or created. This option also stops renewals from occurring on only the contracts with past End dates. When you’re finished importing/creating historical contract data, turn the option for importing/creating contracts with past End dates back off. Then the next time the renewal engine runs, it will process the historical contracts as applicable.

Although you can perform this procedure at any time and as often as necessary, this procedure will most likely only be done during Contracts implementation. For example, if you’re importing historical contracts many times during a single day, you might just leave the option turned on for that day and then turn it off at the end of the day. Then say that a week later you found five historical contracts you forgot, then you would turn the option on, create your contracts, then immediately turn it off.

Even if the historical contracts aren’t being renewed, you still need to complete this procedure if you want to import or create a contract with a past End date.
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User type Business user with admin privileges
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Administration

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  1. Go to Contracts > Setup > Configuration.
  2. Select the Allow import/creation of contracts with past End dates checkbox.
  3. Select Save.
  4. Import or create the desired historical contracts and associated contract lines.
  5. In the Configure Contracts page, clear the Allow import/creation of contracts with past End dates checkbox and select Save when you’re finished creating historical contracts.

Implications if you leave this option turned on

If you leave the Allow import/creation of contracts with past End dates option turned on, the contracts renewal engine will continue to ignore all contracts with End dates in the past. Users will be allowed to create new contracts with past End dates, and no renewals will run for those contracts.