Change Customer Contracts
- Approve a customer contract.
- Configure theCustomer Contract Amendment Eventbusiness process and security policy in the Customer Contracts and Project Billing functional areas.
- Security:Process: Customer Contract - Viewdomain in the Customer Contracts and Project Billing functional areas.
You can change a customer contract without going through the full amendment process. When you
change a customer contract, you have limited options if your contract is associated
with a billing or revenue recognition schedule.
- (Optional) Access theCustomer Contract Amendment Eventbusiness 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.
- From the related actions menu of the approved customer contract that you want to change, select .
- 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.