Change Request Fields

Here is a description of the fields on a change request.

Key: * – Mandatory field; R – Read-only.

Field   Description
Auto Submit Change Request   Indicates whether the change request can be automatically submitted for approval.
Cancel Service Contract Date   Date on which the service contract was requested to be canceled.
Change Request Approval Date   Date on which the change request was approved.
Change Request Cancel Date   Date on which the change request was cancelled.
Change Request Name   Id of the change request.
Change Request Up to Date   Indicates whether the change request has the latest values from the service contract. If the change request is not up to date, you can update it using the Refresh from Service Contract button.
Change Request Refresh Status   Status message that indicates when the change request needs refreshing with the values from the service contract. The value of this field is determined by the Change Request up to Date checkbox. The possible values for this field are:
  • Change Request Synchronized with Contract.
  • Change request needs refreshing. Click Refresh from Service Contract.
Currency   Currency of the change request.
Current Contract Term   Contract term before any changes are made. This value is set when a change request is created.
Current Contract Value   Current contract value before any changes are made. This value is set when a change request is created. This value is represented on the graph shown on the Service Contract Detail page.
Current Prorated Amount   The current prorated amount deducted from the base fee for a Flex ContractClosed A flexible term service contract is a type of service contract that has lines with different start and end dates. You can change the term lengths for each service contract line within the contract so that billing can take place at different intervals to the contract terms. The number of terms in a flexible term service contract line determines the total fees for that line. The fees for each line are rolled-up to the parent service contract. For instance, a flexible term service contract might have two lines, one for 12 months and one for 24 months. Changing the number of terms in the parent service contract has no effect on the fees, total contract value and the number of service terms on the service contract lines. By contrast, the number of service terms on an ordinary service contract determines the number of terms on each service contract line. . A prorated RCClosed Recurring Contract term is used for the first and last term and this field shows the effect of this on the Change Request.
Current Prorated RC Cost   Cost of the prorated recurring term on a Flex ContractClosed A flexible term service contract is a type of service contract that has lines with different start and end dates. You can change the term lengths for each service contract line within the contract so that billing can take place at different intervals to the contract terms. The number of terms in a flexible term service contract line determines the total fees for that line. The fees for each line are rolled-up to the parent service contract. For instance, a flexible term service contract might have two lines, one for 12 months and one for 24 months. Changing the number of terms in the parent service contract has no effect on the fees, total contract value and the number of service terms on the service contract lines. By contrast, the number of service terms on an ordinary service contract determines the number of terms on each service contract line.. A prorated RCClosed Recurring Contract term is used for the first and last term and this field shows the effect of this on the Change Request.
Customer Account Sold To   Salesforce account of the customer to which the service contract relates.
Customer Purchase Order   Customer purchase order for the change request.
Customer Quotation   Customer quotation to which the change request relates.
Customer Quotation Status   Status of the related customer quotation if there is one.
Effect on Contract   The amount by which the Total Contract Value will change if you apply this change request to the contract.
Incorporated Date   Date on which the change request was incorporated into the service contract.
Last Invoice Generation   Last date on which the billing engine ran and created an invoice for the contract line.
Deprecated New Contract Term   This field is no longer used.
Deprecated New Contract Value   This field is no longer used.
Next Invoice Generation   Next date on which the billing engine is to run and create an invoice for the contract.
New Override Bill to Account   New account to be billed when the Customer Account is not to be billed for this service contract.
New Override Bill to Account Address   New Customer Address associated with the New Override Bill to Account to be used as the billing address instead of the default. The lookup filters based on the New Override Bill To Account.
New Override Bill to Address   New alternative bill to address associated with the account to which the service contract relates. By default, the Bill To address is set from the customer account to which the service contract relates. The lookup filters based on the Customer Account Sold To.
New Override Bill To Address   New billing address to use for the change request if it is not the address on the customer account.
New Override Ship to Address   New alternative ship to address associated with the account to which the service contract relates. By default, the Ship To address is set from the customer account to which the service contract relates. The lookup filters based on the Customer Account Sold To.
Deprecated New Service Term   This field is no longer used.
New Prorated Amount   The new prorated amount deducted from the base fee for a Flex ContractClosed A flexible term service contract is a type of service contract that has lines with different start and end dates. You can change the term lengths for each service contract line within the contract so that billing can take place at different intervals to the contract terms. The number of terms in a flexible term service contract line determines the total fees for that line. The fees for each line are rolled-up to the parent service contract. For instance, a flexible term service contract might have two lines, one for 12 months and one for 24 months. Changing the number of terms in the parent service contract has no effect on the fees, total contract value and the number of service terms on the service contract lines. By contrast, the number of service terms on an ordinary service contract determines the number of terms on each service contract line. . A prorated RCClosed Recurring Contract term is used for the first and last term and this field shows the effect of this on the Change Request.
New Prorated RC Cost   New cost of the prorated recurring term on a Flex ContractClosed A flexible term service contract is a type of service contract that has lines with different start and end dates. You can change the term lengths for each service contract line within the contract so that billing can take place at different intervals to the contract terms. The number of terms in a flexible term service contract line determines the total fees for that line. The fees for each line are rolled-up to the parent service contract. For instance, a flexible term service contract might have two lines, one for 12 months and one for 24 months. Changing the number of terms in the parent service contract has no effect on the fees, total contract value and the number of service terms on the service contract lines. By contrast, the number of service terms on an ordinary service contract determines the number of terms on each service contract line.. A prorated RCClosed Recurring Contract term is used for the first and last term and this field shows the effect of this on the Change Request.
New Remaining Terms to be Billed   New remaining terms to be billed after changes such as changes to the end date, moving the first bill date or changing service terms.
Number Change Request lines   Number of change request lines on the change request.
Override Bill to Account   Account to be billed when the Customer Account is not to be billed for this service contract.
Override Bill to Account Address   Customer Address associated with the Override Bill to Account to be used as the billing address instead of the default.
Override Bill To Address   Billing address to use for the change request if it is not the address on the customer account.
Override Bill to Address   By default, the Bill To address is set from the customer account to which the service contract relates. Enables you to select an alternative bill to address associated with the account to which the service contract relates.
Override Ship to Address   By default, the Ship To address is set from the customer account to which the service contract relates. Enables you to select an alternative ship to address associated with the account to which the service contract relates.
Price Type   Lookup relationship to the available price types. The lookup lists all of the available price types by name.
Prorated Amount Delta   Difference between the Current Prorated Amount and the New Prorated Amount.
Prorated RC Cost Delta   Difference between Current Prorated RC Cost and New Prorated RC Cost
Remaining Terms to be Billed   Terms that are yet to be billed. This is used to calculate the remaining contract value.
Service Contract   Service contract to which the change request relates.
Status   Status of the change request. Depending on your organization, a change request can be in one of the following states:
  • Approved
  • Cancelled
  • Rejected
  • Incorporated
  • New
  • Open
  • Submitted for approval.
Effective Date   Date on which the changes are to take effect.
Total Contract Value After Change   Total Contract Value after this change request is incorporated into the service contract.
Total Prorated Amount Billed To Date   Total prorated amount billed on current Change Request.

Service Contract Details

Here is a description of the service contract fields on a change request.

Field   Description
Bill To Address   Billing address to use for the service contract.
Bill To Address   Billing address to use for the service contract after the change request is applied to the service contract.
Price Type   Price Type applied to the service contract. The price type on the customer account is applied if one is set. During pricing this restricts prices that are available to a customer depending on their type and the prices available for the product or service being sold.
New Price Type   The new price type to be applied to the service contract.
Remaining Contract Term   Remaining contract terms when the change request was created.
Deprecated New Contract Term   This field is no longer used.
Remaining Contract Value   The remaining service contract value when the change request was created.
Deprecated New Contract Value   This field is no longer used.
Service Term   This field is no longer used.
Deprecated New Service Term  
Remain Service Term Number   Number of remaining service terms.
New Number Service Lines   Number of lines on the service contract after the changes. This includes the options on a change request line.
Service Contract Start Date   Date on which the service contract is to start.
Service Contract First Bill Date   First billing date of the contract.
Service Contract End Date   Date on which the service contract ends.
New Service Contract Start Date   Service contract start date after the change.
New Service Contract First Bill Date   First billing date of the contract after the change.
New Service Contract End Date   End date of the contract after the change.

Non Recurring Service Contract Detail Changes

Here is a description of the non recurring fields on a change request.

Field   Description
Current NRC Materials R Total non recurring material cost.
Delta NRC Materials R New total non recurring material cost.
Current NRC Time R Total non recurring cost on time after changes.
Delta NRC Time R New total non recurring cost on time after changes.
Current NRC Options R Total non recurring option cost.
Delta NRC Options R New total non recurring option cost.
Current NRC Ext.Closed Used in SCM as an abbreviation of the word extended. In SCM, the term extended is used to represent an amount that represents the quantity of the items on a line such as a customer quotation line. R Total non recurring extended cost.
Delta NRC Ext. R New total non recurring extended cost after changes.
Current NRC Discounted R Total non recurring discount price.
Delta NRC Discounted R New total non recurring discount price after changes.
Current NRC Ext. After Discounts R Total non recurring cost after discount.
Delta NRC Ext. After Discounts R New total non recurring price after discount and changes.
Current NRC Invoice R Current total non recurring cost invoiced.
Current NRC Not Invoiced R Current total non recurring cost yet to be invoiced.
New Total NRC Contract Value R Total non recurring contract value on the service contract after changes.

Recurring Service Contract Detail Changes

Here is a description of the recurring fields on a change request.

Field   Description
Current RCClosed Recurring Contract Base R Recurring fees without options rolled-up from the service contract lines.
Delta RC Base R Recurring fees without options rolled-up from the change request llines.
Current RC Options R Current recurring fees for options.
Delta RC Options R New recurring fees for options after changes.
Current RC Ext. R Current extended recurring fees.
Delta RC Ext. R New extended recurring fees after changes.
Current RC Discounted R Current amount of discount to be applied to recurring fees before changes.

Delta RC Discounted

 R Amount of discount to be applied to recurring fees after changes.
Current RC Ext. After Discounts R Current extended recurring fees after discounts.
Delta RC Ext. After Discounts R New extended recurring fees after discounts after changes.
New Total RC Contract Value R Total recurring contract value of the service contact after changes.

Service Contract Cost Details

Here is a description of the cost fields on a change request.

Field   Description
Current NRC Cost R Current non recurring cost of the service contract
Delta NRC Cost R New recurring cost of the service contract after changes.
Current RC Cost R Current recurring cost of the service contract.
Delta RC Cost R New recurring cost of the service contract after changes.
Current Contract Cost R Current cost of the service contract including recurring and non recurring costs.
Delta Contract Cost R Cost of the service contract including recurring and non recurring costs after changes.

Change Request Lines

Here is a description of the fields in the change request lines section of a service contract.

Field   Description
Change Request Line Name   Id of the change request line.
Billed Through   Date up to which the customer has been billed for the contract line. The date is determined by the date of the last invoice after the billing engine runs.
Change Method   Action to be applied to the service contract line or option on the service contract line.
Delivery Method   Means by which the item is to be delivered from the related service contract line.
Deprecated Ext.Term Cost   This field is no longer used.
Deprecated Total Contract Cost   This field is no longer used.
Deprecated Total Contract Value   This field is no longer used.
Effective Date   The date on which the changes on the change request line are to take effect. This date is used to determine the prorated amount.
Item Type   Type of item defined on the item master.
Last Invoice Generation   Last date on which the billing engine ran and created an invoice for the contract line.
New Delivery Method   New Means by which the item is to be delivered.
New Ext. Term Cost   New extended term cost. This is calculated using the formula: Total Contract Cost + Total Delta Contract Line Cost.
New NRC Base   New non recurring base fees to be applied to the service contract line.
New NRC Not Invoiced   New non recurring fees not yet invoiced.
New Price Type   Price Type applied to the service contract. The price type on the customer account is applied if one is set. During pricing this restricts prices that are available to a customer depending on their type and the prices available for the product or service being sold.
New Quantity   New quantity to be applied to the service contract line
New RC Base   New recurring base fees to be applied to the service contract
New RC Ext.   New extended recurring fees to be applied to the service contract line.
New RC Options   New recurring contract option fees to be applied to the service contract.
New RC Terms   New number of days or months to make up the a single contract term. For instance, if the Service Term is Annual, the value of this field is 12. This indicates that a single contract term is 12 months.
New Supplier Site   New supplier site from which to source an item.
New Total Contract Value   Total Contract Value after the change request line is applied. This is calculated using the formula: Total Contract Value + Total Delta Contract Line Value.
Deprecated New Total First Term RC CV   This field is no longer used.
Deprecated New Total First RC Term Cost   This field is no longer used.
Deprecated New Total Last Term RC CV   This field is no longer used.
Deprecated New Total Last RC Term Cost   This field is no longer used.
Deprecated Total First RC Term Cost   This field is no longer used.
Deprecated Total First Term RC CV   This field is no longer used.
Deprecated Total Last RC Term Cost   This field is no longer used.
Deprecated Total Last Term RC CV   This field is no longer used.
Next Invoice Generation   Next date on which the billing engine is to run and create an invoice for the contract line.
NRC Cost   Non Recurring Contract cost.
Price Type   The price type that the change request line item is assigned to.
Prorated Billing Amount   Prorated amount to be added to the invoice as a result of the changes on the contract line. The amount is based on the changes to the contract line and the difference between the Effective Date and the Billed Through date. The prorate is only for recurring fees.
Prorated Billing Amount   Prorated amount to be added to the invoice as a result of the changes on the contract line. The amount is based on the changes to the contract line and the difference between the Effective Date and the Billed Through date. The prorate is only for recurring fees.
RC Cost   Recurring Contract cost.
RC Terms   Number of days or months that make up the a single contract term. For instance, if the Service Term is Annual, the value of this field is 12. This indicates that a single contract term is 12 months.
Service Item   Item masterClosed The record of a product or a service which is to be sold and/or stocked in a warehouse. An item master might also be referred to as a Stock Keeping Unit (SKU). to which the change request line relates.
Supplier Site   Supplier Site from the related service contract line.
Total Contract Cost   Total cost of the contract line.
Total Contract Value   Total contract value of the line with options and changes incorporated.
Total Contract Value After Waived Terms   Total Contract Value minus Waived Term Fees.
Total Delta Contract Line Cost   Change to the Total Cost of the contract line when the change request line is applied.
Total Delta Contract Line Value   Change to the Total Contract Value of the contract line after the change request line is applied.

Buttons

Key: S – Only available if SCM Service Contracts is installed.

Button   Description
Add Service Contract Lines   Displays the Add Service Contract Lines popup where you can add new lines to the change request.
Apply to Service Contract   Applies an approved change request to a service contract.
Bill Changes S Allows you to bill the customer for the changes to the service contract.
Cancel Change Request   Cancels the change request. You can only cancel change requests that have not yet been incorporated into a service contract.
Note:

This has no effect on the service contract because at this point the change request has not yet been incorporated. Once a change request has been incorporated into a service contract, you cannot cancel it. To reverse a change request that has been incorporated into a service contract, you must create a new change request.
Cancel Lines   Cancels the selected service contract lines.
Delete Change Request Lines   Deletes the selected change request lines.
Edit   Allows you to edit fields on the change request.
Edit Lines   Makes the fields in each change request line that you can edit available for editing.
Go   Creates a new change contract line based on the text you enter in the Enter New Line box.
Refresh from Service Contract   Updates the change request with the latest values from the service contract.
Submit for Approval   Submits the change request for approval.
Uncancel Lines   Undoes the action of canceling lines on the selected change request lines.