how can we display the master contract number on opportunity object.

Question

After contract renewal , renewal opportunity and new contract is created , I need to show this new contract number in report , if there is way I can display the contract number on its assosiated opportunity .. I would be able to put it in report. can anyone please suggeset a way to display the master contract number on opportunity object.

Amnon Kruvi · Accepted Answer

Hi Rohan,

Do you have a relation between the renewal contract and the master one? If you do, you can create a formula field that pulls contract values from the master. For instance:

Master_Contract__r.Name

Once you have that formula, you can put it in a report.

Alternatively, you can create a custom report type that pulls the master contract fields you want, without creating any formula field.

how can we display the master contract number on opportunity object.

Salesforce CPQ & Billing

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