Editing Contracts

To edit a contract:

• From the Features or Services tab, right-click on the contract and select Edit. This displays the Contract Detail window.

  

• Edit the following information on the Main tab:

  Start Date	Date the product is to be connected to the customer account. The system enters the current date by default. You can modify this date.
  End Date	End date of the contract based on the contract terms. You can modify this date. If a Contract Term has been overridden, this date will be affected.
  Billing Status	Billing Status of the product - Billing or Not Billing. Note Changing Billing Status to Not Billing does not disconnect the product.
  Auto-Renew	Checked: The contract is renewed by a scheduled job on the day the contract expires. Unchecked: The contract is not automatically renewed.
  Renewal Reviewed	Checked: An individual has reviewed the renewed contract. Unchecked: The renewed contract has not been reviewed.
  Renewal	Denotes whether or not the contract has been renewed (Yes/No).
  Duration	Length of the contract.
  Expiration Date	Date the contract expires.
  Contract Term overrides	Number of contract overrides.
  Contract Penalty overrides	Number of penalty overrides.
  Contract Attributes	Base attributes of the contract, if applicable.
  View Service Agreement	Opens the Service Agreement associated with this contract, if applicable.

To view contract terms:

• On the Contract Detail window, click the Terms tab to view the Contract Terms and their associated Penalties.

• Click on the individual contract terms to see their related penalties.

  The Terms tab contains the following information.

  Contract Terms
  ID	Unique identifier of the Contract Term.
  Term	Type of contract term. Minimum number of contract terms: one. Maximum number of contract terms: one of each Term Type. (Minimum Guarantee, Maximum Guarantee, Term Commitment, Service Count Commitment)
  Value	Number of units a customer must meet to be in compliance with the contract. An asterisk (*) indicates that the amount has been overridden.
  Units	What the value represents, such as currency, minutes, months, count, and so on.
  Contract Penalties for the selected Contract term
  ID	Unique identifier of the Penalty.
  Penalty Description	Name of the penalty.
  Amount	Base monetary amount of the penalty. An asterisk (*) indicates that the penalty amount has been overridden.
  Calc. Type	Determines how the penalty indicated on the customer's invoice is calculated. (Fixed Fee, Minimum Fee, Multiplier Fee, MRC Multiplier Fee)
  GL Account	General Ledger Account associated with the penalty.

• Right-click a Contract Term and select View. This displays the View Contract Term window.

  

  The View Contract Term window contains the following information.

  ID	Unique system-generated identifier of the Contract Term.
  Type	Selected Contract Term Type.
  Value	Number of units that the customer has agreed to maintain for the duration of the contract. For Term Commitment Type, this field is the same as the Duration field of the Contract Specification.
  Units	Determines what units that the number in Value represents. This field depends on the Term Type. Minimum or Maximum Guarantee - Minutes, Occurrences, Currency. Term Commitment - Years, Months, Days. Service Count Commitment - Count. Note For Term Commitment Type, this field is the same as the Duration Type field of the Contract Specification.
  Ramp-Up Days	Initial period, in days, following the assigned Start Date that the customer is not penalized for failing to meet the conditions. Note When a contract is renewed, the ramp-up days are reapplied.
  Include Children	Selected - In a corporate account, the services and usage from child accounts are counted toward meeting the contract conditions. Cleared - In a corporate account, only the current account's services and usage are counted toward meeting the contract conditions.
  Prorate Minimum Usage	Selected - If the contract start date or end date is within a current bill period, the terms of the contract are prorated. Cleared - No prorating is performed and the full terms of the contract must be met to avoid a penalty. Note Used with Minimum or Maximum Guarantee contract term only.
  Detail Handling
  Product Types	How products are selected for the contract terms. Handle all: All products are counted toward fulfilling the contract. Excludes all: None of the products is counted toward fulfilling the contract. Handle only listed types: Only those products specifically selected are counted toward fulfilling the contract. Exclude listed types: All products except those selected are counted toward fulfilling the contract.
  Usage Types	How usage types are selected for the contract terms. Handle all: All usage is counted toward fulfilling the contract. Excludes all: No usage is counted toward fulfilling the contract. Handle only listed types: Only usage of the types specifically selected is counted toward fulfilling the contract. Exclude listed types: All usage except usage of the types selected is counted toward fulfilling the contract.
  View Contract Term Details	Opens the Contract Term Details window for Minimum or Maximum Guarantee Term Type.

• If the Term Type is Minimum or Maximum Guarantee, you can see which Product Types (products, packages, and pricing plans) and Usage Types count toward fulfilling the minimum usage requirement. Click View Contract Term Details.

  OR

  Right-click the Minimum or Maximum Guarantee Contract Term and select View Term Details. The Contract Term Details window is displayed.

  

  This window consists of two tabs, Product Types and Usage Types. If the contract has been set up with All or None, no products or usage types are listed in the box. If the contract has been set up with Inclusive, those products and usage types that are to be counted are listed in their respective boxes. If the contract has been set up with Exclusive, those products and usage types that are NOT to be counted are listed in their respective boxes.

  If a contract has been renewed, the Contract Detail window includes the Renewal History tab.

  

  Information on the Renewal History tab includes the following:

  Name	The name of the contract as created in Product Catalog.
  Start Date	The date the contract went into effect.
  Expiration Date	The date the contract ended.
  Reviewed	True indicates an individual has reviewed the renewed contract. False indicates the renewed contract has not been reviewed.
  Term Overrides	Indicates the number of term overrides.
  Penalty Overrides	Indicates the number of penalty overrides.

1. To view details of any expired contract, right-click and select View. This displays the Contract Detail window with read-only access to all of that contract's details.

See also:

Renewing a Contract

Viewing Renewal History