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Change Requests

A change request is a copy of an active contract on which you can propose changes. You can submit a change request for approval using a Salesforce approval process and apply it to the active contract. You can create a change request for an active contract on the Contract Detail page. If a change request is in progress for a contract, a link to that change request is displayed on the Contract Detail page.

Once a contract is active, you may need to create a change request to edit the contract depending on the options your administrator has chosen. See FinancialForce Billing Central Settings and Contract.

When you create a change request, the values of custom fields on the contract are copied to the change request and the values of custom fields belonging to related contract line items are copied to the change request line items.

When you create a change request for a contract, pricing structures on active contract line items that have not yet been billed are copied and the copies are applied to the change request line items. This ensures that the pricing structures on the active contract are unaffected by changes that you make to pricing structures on change request line items.

Note: Note Notepad

Pricing structures on active contract line items that have a Billed To date are not copied to change requests. This is because you cannot change the pricing structure of a contract line item once it has been billed.

When you apply a change request to a contract, the changes on that change request are applied to the active contract. The change request then becomes a superseded contract and contains the contract as it was before the change request was applied. In addition:

Billing Schedules that have not been billed are deleted.
Draft billing documents for the contract are deleted or discarded depending on the Allow Deletion of Draft Billing Document setting in the Billing Central Settings custom setting. See Allow Deletion of Draft Billing Document.
Billing schedules are created automatically.
After applying the change request you can create further billing schedules for the contract on the Salesforce Contract Detail page. See Switching between Enhanced and Salesforce Detail Pages and Setting up Default Detail Pages.

Complete billing documents and billing schedules that are associated with complete billing documents are not deleted.

Note: Note Notepad

Only one change request can be in progress for a contract at the same time. You cannot create a change request for a contract if one is already in progress for that contract.

If a change request line item is related to a contract line item that has been billed and the Billed To field of the change request line item contains a date, you can only change the End Date of that line. In this situation, you can only enter an End Date that is on or after the Billed To date of that line.