Create New Sub Contract Revision

Explanation

This activity is used to create a new revision of a sub contract. You can create a new revision at any time during the Sub Contract Management process. At creation of the sub contract, a revision is created automatically. Thereafter, any new revisions need to be created using the Create New Sub Contract Revision dialog box. When a new revision is created, contract lines and items are copied from the old revision to the new revision including deleted items that were deleted with the audit trail feature enabled.

Sub contract revisions are usually created to retain historical information on the changes performed on a sub contract throughout its lifecycle. Creating sub contract revisions is optional. However, you are recommended to use this feature to keep track of changes done between quotations, baselines and current sub contract agreements.

Note: Revising a sub contract only affects the sub contract lines and line items. The other data belongs to the header of the sub contract and will remain the same for all revisions. Any changes to a revision, when multiple revisions exist, will not have any impact on the other revisions.

Prerequisites

• A sub contract revision must exist.
• The sub contract should not be in any of the following statuses: Completed, Closed or Cancelled.

System Effects

• A new revision is created and displayed in the Revision tab.

Window

Sub Contract

Related Window Descriptions

Create New Sub Contract Revision
Sub Contract/Revision

Procedure

1. Open the Sub Contract window and query (F3) for the necessary sub contract.
2. Click the Revision tab.
3. Right-click and then click Create Revision. The Create New Sub Contract Revision dialog box opens.
4. In the From Revision area, the revision number on which the new revision will be based is displayed automatically. By default, the latest revision (with exceptions of statuses Obsolete and Cancelled) is displayed. If the dialog box is opened from the table in the tab, the Revision No is defaulted to the selected revision line. Note: This value can be changed, if necessary. Click List to select a valid value.
5. In the New Revision area, a new revision number is automatically displayed.
6. In the Reason ID field, enter the reason for creating a new revision. Click List to select a valid value.
7. If necessary, enter additional notes on the revision in the Revision Note field.
8. By default, the values in the Audit Trail Settings area will be selected/not selected based on the settings defined on the revision on which the new revision is based. Rules for how these check boxes work can be viewed in the activity Define Sub Contract Revision Audit Trail Settings.
9. Click OK.

Note: Once the new revision is created, the Revision Note field in the Revision tab can be modified, if necessary.