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The following are common reasons and resolution that an EB contract might be blocked. The error message typically provides enough detail to diagnose the issue.

  • Error: “Phase assigned to user employees” - the employee license number needs to be filled out for the user

Employee license number info can be added in Org Settings > Users > Search for user > add info to User Details - Employee License Number

  • Error: Org insurance information is missing

Organization Insurance information is entered on the home page for the Configuration Setting for an organization:

  • Error: Quote phase assigned to user ID

When the following error is encountered, check the user details associated with the user trying to generate the contract. An license number has to be entered in the following states for a user to be able to generate a contract: CA, CT, DC, FL, MD. Settings-Organization Settings-Users. See the figure below.

  • Error: Sale Rep Signer ID missing from contract

This means the document/contract is configured to have a salesperson signer, but the information needed is missing. This is a config ticket to repair.

Related Articles:

How to find if an org is set up with a sales signer

How to process Authorized, Sales, and Default Signer update requests

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