2527657 - Product is not Added in Sales Order created with Reference to a Contract

When creating a sales order with reference to a contract the respective product is not taken over automatically in the sales order and the following warning appears: 'Copying item XX not possible; configuration from Product – contract to Product - project-based missing' (XX represendts the line item number of the item).

1. Go to the Sales Orders work center.
2. Select the Sales Orders view.
3. Click on the New button and select the Sales Order option.
4. In the New Sales Order window click on the Create with Reference button.
5. In teh Input Parameters for Create with Reference window select Reference Type Contract and enter the Reference ID XYZ (XYZ represents the ID of the contract).
6. The general data of the contract is determined in the new Sales Order but the item was not copied over and the following warning message appears: 'Copying item XX not possible; configuration from Product – contract to Product - project-based missing' (XX represents the line item number of the item).

Product items in a contract have to be consumed in a sales order as Product - delivery-based. It is not possible to use products with item type Products - project based in a contract as the revenue allocation works in a different way for projects.

This is the expected system behaviour.

In order to add the product of the contract to the sales order you can use the following workaround:

1. Go to the Sales Orders work center.
2. Select the Sales Orders view.
3. Click on the New button and select the Sales Order option.
4. In the New Sales Order window click on the Create with Reference button.
5. In the Input Parameters for Create with Reference window select Reference Type Contract and enter the Reference ID XYZ (XYZ represents the ID of the contract).
6. Navigate to the Items tab.
7. Click on the Add Row button.
8. Add product ABC (ABC represents the ID of the product used in the contract).
   You can see that the Contract Item field is not enabled as the item type is Product - project-based.
9. In the Item Type field change the item type from Product - project-based to Product - delivery-based.
   You can see that the Contract Item field is now enabled.
10. Click on the value help in the field Contract Item and select the respective reference contract item.

KBA , LOD-CRM-OPP , Opportunity Management , How To