Modify Contract Revision Line Items
Explanation
Use this activity to add, modify, or delete contract revision line items.
When a new line item is added, the calculation type, mark up type, and valuation
method will be copied to the new line, while the project ID, mark up work, mark
up material, mark up miscellaneous, sales part site and report code will not be
copied. You can override some default values, if required, in the respective
override fields. Note that if a default value is modified on the contract, while
a line item has a value for the same in the override field, the change you made
will not affect the line item. The values in the override fields will take
precedence over the values in the general fields. Therefore the change will only
effect items that do not have an override value.
If
the valuated item is not a work item or item to be consumed, it is recommended to
use a separate line item for the stored material value to prevent mixing the
value of the item and the stored material of the same item.
When a line item is modified, only the current revision of the item will be
effected.
When deleting a contract line item, the line item is completely removed only
if the contract revision is in the Planned status. If not, although the
line item will be removed from the Items tab, it
will be displayed on the
Deleted Items
tab instead. If Application for Payment is used and applications containing the
deleted item exist, the item cannot be completely removed from the
contract.
When adding and modifying line items, if Applications for Payment is used and
applications in the Planned status exist, it is recommended to refresh the
application with the latest contract information.
When an application for payment is created, the currency, supply country,
unique project and billing sequence of the item are used to create a unique
application. Billing sequence is a numeric value that you can assign to items
that you wish to be grouped together, when you create the application for payment
for them. A billing sequence can be added to an already existing line item only
if it has not been included in any application for payment.
Prerequisites
To add contract revision line items:
- A contract and contract line should exist.
- A contract should not be in the Lost, Canceled, Completed
or Closed status.
- A contract revision should not be in the Obsolete or Canceled status.
- A contract revision should not be frozen.
- If the modification requires to be tracked then the Audit Trail Enabled check box should
be selected, together with the
Contract Change Order Required and/or
Change Comment Required check boxes. It is also required to enter a
contract change order and/or a change comment.
To modify or delete line items:
- A contract should not be in the Completed, Closed, Canceled, or Lost status.
- A contract revision should not be in the Approval In Progress, Obsolete,
or Canceled status.
- A contract revision should not be frozen.
- A contract revision line item should be in the Planned or Work In Progress status.
- If the modification requires to be tracked, then the Audit Trail Enabled check box should
be selected, together with the
Contract Change Order Required and/or
Change Comment Required check boxes. It is also required to enter a
contract change order and/or a change comment.
- It is not allowed to modify the currency code, project ID, supply
country or billing sequence of an item, if that item has been included in an
application for payment.
- It is not allowed to delete an item, if it has been used in an
application for payment which is not in the canceled state.
System Effects
- Contract revision line items will be added, modified, or deleted.
- When line items are modified and if the contract revision has the audit
trail
enabled:
- The change status of the item will be set to Changed.
- The old values of the changed line item will be logged on the
Sales
Contract/Change History tab together with any contract change order number
and change comment entered.
- When line items are deleted:
- The status of the deleted item will be changed to Deleted.
- The removed item disappears from the
Sales Contract/Items tab
and is shown on the
Deleted Items sub tab. It also displays any
contract change order number and change comment entered if the contract
revision is not in the Planned status.
- If the contract revision audit trail is enabled, the deletion will be
logged on the
Sales Contract/Change History tab.
- If a sales part is specified in a line item, sales price
will be fetched from the sales part and the cost rate will be
fetched from sales part or from the connected inventory part.
If a configurable sales part is specified then cost rate will
be set to zero.
Window
Sales Contract
Related Window Descriptions
Sales Contract
Sales Contract/Items
Sales
Contract/Items/Lines/Items
Contract Change Order
Procedure
- Open the
Sales Contract window and
click the
Items tab.
To Add an Item,
- Select the revision to which a line is to be
added. The active revision will be displayed by default, or if there is no active
revision, the most recent revision will be displayed.
- Select the line to which an item is to be added in
the upper table.
- Add a new line in the lower table.
- Enter an item number. If it is left
blank, it will be calculated automatically by finding the highest line number
for the contract and incrementing it by 1.
- Enter a value in the Item Name field.
Note: The mandatory fields will vary
according to the values in the Calculation Method and Calculation
Type
fields. For further information see the Estimate Contract activity.
- Enter information in any other field as necessary.
Note: If
Audit Trail Required, Contract Change Order Required and/or
Change Comment
Required check boxes have been selected for
the contract revision, it is required to enter a change order number and
change comment to be able to save the change.
- Enter a number in the Billing Sequence field for the item if you
wish to include it into separate application for payments.
- Save the information.
To Modify an Item,
- To modify the line items, in the upper table of
the
Sales Contract/Items/Lines/Items tab, select the line to
which the item you want to modify belongs.
- Select the item to be modified and modify the
values of the item as required.
Note: If Audit Trail and Contract Change Order Required and/or Change Comment
Required is enabled on
the contract revision, it is required to enter a change order number and
change comment to be able to save the change.
- If you wish to change the supply country and the report code for the
item, select the required country from the list and the report code from the
List of Values.
- Save the changes.
To Delete an Item,
- To delete the line items, select the line to which
the item to be removed belongs.
- Click Remove on the toolbar.
- Save the changes.