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Administrator Guide
Last Updated: 2025-09-19
Change Customer Contracts

Change Customer Contracts

  • Approve a customer contract.
  • Configure the
    Customer Contract Amendment Event
     business process and security policy in the Customer Contracts and Project Billing functional areas.
  • Security:
    Process: Customer Contract - View
     domain in the Customer Contracts and Project Billing functional areas.
You can change a customer contract without going through the full amendment process. You can also change customer contracts that originate from a quote. When you change a customer contract, you have limited options if your contract is associated with a billing or revenue recognition schedule.
You can also make more extensive changes to an approved contract by creating a contract amendment, or you can freely edit contracts that are still in
Draft
 status. For details, see Concept: Customer Contracts.
  1. (Optional) Access the
    Customer Contract Amendment Event
     business process.
    Add condition rules to route amendments and changes differently as needed.
    Example: Add 1 condition rule that routes amendments to the Controller, and another condition rule that routes changes to the Customer Contract Specialist.
  2. From the related actions menu of the approved customer contract that you want to change, select
    Customer Contract
    Change Customer Contract
    .
  3. Make any necessary changes to the fields available for edit.
    When the customer contract is associated with a billing or revenue recognition schedule, you can't change these fields:
    • Billable Project
    • Company
    • Customer
    • Currency
    • Contract Amount
    • Effective Date
    • Phases
    • Tasks
    • Worktags
The
Customer Contract Change Event
 displays on the
Process History
 tab of the contract.