Modify Contract Revision Line
Explanation
Use this activity to add, modify, or delete contract
revision lines. A contract can consist of zero or more lines, each of which can
have zero or more items. Use the contract revision line to group contract items.
When modifying existing contract revisions, you can only modify the line name and line description on a contract line.
Contract revision lines can be deleted as long as the
revision does not contain any revision line items. If a revision line should be
deleted, all the items connected to the specific revision must be removed first. See
the Modify Revision Line Items activity.
Note: When modifying or removing revision lines, if Application for Payment is
used and applications in the Planned status exist, it is recommended to
refresh the application for the latest contract information.
Prerequisites
To add contract revision lines:
- A contract header must exist.
- A contract must not be in the Lost,
Canceled, Completed, or Closed status.
- The contract revision must not be frozen.
- The contract revision must not be in the Canceled status.
To modify contract revision lines:
- The contract must not be in the Completed, Closed,
Lost, or Canceled status.
- The contract revision must not be frozen.
To delete contract revision lines:
- The contract must be in the Planned status if any line
items exist (or have existed). If it is in any other status, the deletion of
line items will be logged on the
Sales Contract/Deleted Items
tab and it will not be possible to remove the line.
- The contract revision must not be Frozen.
System Effects
Contract revision lines will be added, modified, or
deleted.
Window
Sales Contract
Related Window Descriptions
Sales Contract/Items
Procedure
- Open the
Sales Contract window and
click the
Items tab.
- Select the revision to which a line is to be
added. By default, this will be the active revision, or if there is no active
revision, the most recent revision.
- Create a new record.
- Enter a line number, but if it
is left blank, it will be calculated automatically by finding the highest
line number for this contract and incrementing it by 1.
- Enter a value in the Line Name field.
- A line description can be entered, but is
optional.
- Save the information.
- Repeat if necessary.
- To modify a contract revision, select the revision
in which the line should be modified and modify the revision line as
required.
- Save the changes.
- To delete a revision line, select the line and
click Delete on the toolbar.
- Save the changes.