Freeze Contract Revision

Explanation

Use this activity to freeze a contract revision to prevent anyone from doing any changes on a contract revision. Freezing a contract revision is normally done at critical stages during the contract's lifecycle. This can typically be when submitting a tender, being awarded the contract, and when the contract is agreed and activated.

The contract revision will automatically be frozen (if not already frozen) when setting the tender baseline and contract baseline.

Prerequisites

• The contract revision must not have been frozen.
• The contract cannot be in the status Cancelled, Lost, or Closed.

System Effects

• The contract revision will be frozen. No further changes can be done to the contract lines or contract line items
• The Frozen check box will be selected on both the Sales Contract/Items and Sales Contract/Revision tabs.
• All the default values on the contract will be copied to each line item, if not already overridden on the item level.
• It is possible to unfreeze a frozen revision, but it is not recommended since there is a risk of invalidating the baselines and snapshots. It should only be used if there is no other option.

Window

Sales Contract

Related Window Descriptions

Sales Contract/Revision
Sales Contract/Items

Procedure

1. In the Sales Contract window, click the Revision tab and select the revision to be frozen.
2. Right-click and then click Freeze. Click Yes to the message that appears.

Note: The same activity can be done on the header of the Sales Contract/Items tab.