Batch Create Sales Documents for Selected Maintenance Contracts
Select one or multiple maintenance contracts from the list and create sales documents for only those selected
New "Create Sales Documents" action in Navigation → Sales Documents group (promoted to main ribbon)
Report opens pre-filtered to your selected contracts automatically
All standard report options remain available (date ranges, grouping, success messages)
Works with checkboxes or Ctrl+Click for multiple selections
+How It Works+
Navigate to Customer Maintenance Contracts list. Select one or more contracts using checkboxes or Ctrl+Click. Click "Create Sales Documents" from the ribbon. The batch creation report opens pre-filtered to only your selected contracts. Set date range (Starting Date and Ending Date), configure grouping options if needed, and click OK.
With Selection:
Report pre-filters to selected contract numbers only
Process single or multiple contracts as chosen
All selected contracts included in batch
Without Selection:
Report opens with no contract number filter (normal behavior)
Process all eligible contracts matching your criteria
Eligibility Rules:
Only Released contracts without existing sales documents for the period are processed. Contracts marked "Skip Charge" are excluded. These rules apply whether using selection or not.
+How It Does NOT Work+
Selection Limitations:
❌ Does NOT process Open contracts - only Released contracts are eligible
❌ Does NOT bypass existing sales document checks - skips contracts with existing documents
❌ Does NOT process contracts marked "Skip Charge"
❌ Selection does NOT persist - temporary for each action execution
Report Behavior:
❌ Does NOT change existing report validations or business rules
❌ Does NOT eliminate need for date range input - Starting and Ending Dates still required
❌ Cannot run without specifying both dates
❌ Does NOT bypass error messages for ineligible contracts
Processing:
❌ Does NOT create sales documents for contracts that already have them for the period
❌ Does NOT automatically release Open contracts
❌ Selection does NOT override standard eligibility rules
+Upgrade Impact+
Available immediately upon upgrade - no configuration required
No data migration or new setup needed
Works with all existing contracts
Similar workflow to existing "Print Confirmation" action
No changes to existing report dialog or options
Permissions automatically updated with page access
Error Messages:
"No records found matching the specified filters..." → Verify selected contracts are Released and don't have existing sales documents for date range
"Starting Date and Ending Date must be specified." → Enter both dates in report dialog before running