Creating Change Requests

You can only create a change request for an active contract that does not already have a change request in progress.

To create a change request:

  1. Click Create Change Request on the Billing Contract Detail page of the active contract that you want to change. The Contracts - Change Request page is displayed.
  2. Edit fields for the change request, then click Create Change Request to proceed. A new contract of type "Change Request" is created and displayed for editing.
  3. Edit the change request in the same way as a draft contract.
  4. When you have completed your edits, apply the change request to the active contract. See Applying Change Requests to Contracts.
Notes:

Contract line items might be displayed in a different order on a change request.

Contract line items are given temporary numbers on a change request. This temporary number is used in the Align for Billing field (if populated). When you apply the change request, the Align for Billing field updates to use the relevant line item number on the active contract.

Changing Billed Contract Line Items

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, most fields on that line are not editable but you can change its End Date. You can only enter an end date that is on or after the Billed To date unless the Allow End Contract Line Before Billed To field is enabled. For more information, see Early Termination of Contracts and Contract Line Items.

If you need to extend a "Recurring Fixed" contract line item that ends partway through a billing period and has been billed up to its end date, create a change request and add a new line starting the day after the existing line's end date. Do not change the end date of the existing line because no billing schedule will be created for the unbilled part of the billing period in which the line previously ended. Alternatively, you can renew the contract if that is appropriate.