Creating an Amendment


In this topic, you will learn how to create an amendment to change the price of the negotiated contract as a result of a change in scope.


Steps:

  1. Begin by navigating to the General Information page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Customer Contracts menu.

    Step 2

  3. Click the Create and Amend menu.

    Step 3

  4. Click the General Information menu.

    Step 4

  5. Click in the Business Unit field.

    Step 5

  6. Enter the desired information into the Business Unit field.

     

    Enter "USCSP".

    Step 6

  7. Click in the Contract field.

    Step 7

  8. Enter the desired information into the Contract field.

     

    Enter "CON0000004".

    Step 8

  9. Click the Search button.

    Step 9

  10. Click the Amend Contract button.

    Step 10

  11. Use the Amendments page to enter the initial amendment details when you first begin an amendment, view a list of all amendments made to a contract, and navigate to the details of those amendments.

    Step 11

  12. The Amendment Type list displays the different categories of amendments available to you.

     

    Click the Amendment Type list.

    Step 12

  13. Click the Additional Funding list item.

    Step 13

  14. The Reason list displays an amendment reason, which provides viewers with a quick reference as to why an amendment was initiated.

     

    Click the Reason list.

    Step 14

  15. Click the Scope Change list item.

    Step 15

  16. Click in the Process Date field.

    Step 16

  17. Enter the desired information into the Process Date field.

     

    Enter "11012014".

    Step 17

  18. Click the Save button.

    Step 18

  19. Click the Detail link to view and enter details, such as the negotiated amount and discount change of the contract attributes that are being amended.

     

    Click the Detail link.

    Step 19

  20. Click the Amendment Amount Allocation link.

    Step 20

  21. The Adjustment Amount field displays the total amendment amount. This total can be an amount increase or decrease. The amount in this field must equal the sum of the Adjustment Amount values for all contract lines before you can select Complete in the Allocation field.

    Step 21

  22. Click in the Adjustment Amount field.

    Step 22

  23. Enter the desired information into the Adjustment Amount field.

     

    Enter "5800.00".

    Step 23

  24. When you click the Recalculate button, the system calculates the adjustment amount by summing the gross amounts that you have allocated to the individual contract lines.

    Step 24

  25. Click the Recalculate button.

    Step 25

  26. Click the Save button.

    Step 26

Congratulations, you have successfully learned how to create an amendment to change the price of the negotiated contract as a result of a change in scope.

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