Creating a contract that can be referred by other contracts (Business Edition)

A contract can refer to another contract. For example, contract A can refer to contract B. Thus, a buyer who is entitled to contract A will be entitled to all the terms and conditions from contract A, as well as to all the terms and conditions in contract B. To create contracts that can be referred to by other contracts, do the following:

  1. Create a holding organization for the base contracts. The name of the organization must contain the string "BaseContracts". For example IndustryBaseContracts, BaseContractsForSegments, and SegmentBaseContractsForIndustries are all valid organization names.
  2. Create a user under that organization to assign as the representative.
  3. Create an account for the new base contract holding organization. 
  4. Create all the base contracts under the new base contract account.

The validation of a contract is not performed on base contracts. You may create a contract without buyer participants and without pricing and shipping terms and conditions. You can deploy this contract, but a buyer will not be able to purchase directly against a base contract. Contract validation is done on the contract that refers to a base contract. For example, the validation rule that states that there needs to be at least one pricing term and condition in a contract is done on the combination of terms from the contract and the base contract. Therefore, there must be at least one pricing term and condition in either the contract or the base contract.