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--- amending_a_contract [2015/09/01 17:46] – lisa.maloney
+++ amending_a_contract [2025/03/21 17:49] (current) – tina.robles
@@ Line 2: / Line 2: @@
-To change a contract, open the contract and select Amend from the Actions section on the top right of the screen.
+To amend an existing contract:
-{{:pasted:20150807-164733.png}}
+  * Locate and open the specific contract you wish to modify.
+  * In the upper right corner of the screen, locate the "Actions" section.
+  * Select the "Amend" option from the available actions.
-Some fields cannot be changed via the Amend process.  For example, you can't change the Contractee.  However, the Contract Name can be changed, Products and/or Lumpsums can be added or removed, Pricing can be changed and Distributors can be added or removed.
+{{:pasted:20240806-155353.png}}
-{{:pasted:20150807-164451.png}}
+Upon initiating the amendment process, the Version Information section in the contract header becomes editable. The following modifications can be implemented:
+  * Contract Version Name
+  * Product Portfolio-Addition or removal of products, Addition or removal of lump sum items
+  * Pricing Structure adjustments
+  * Distributor network modifications
+**Note**: The Contract Version Name field in the Version Information section is version-specific and can be modified independently. Any changes made will apply exclusively to the current version of the contract.
+{{:pasted:20240806-155430.png}}
+IMPORTANT NOTE: When amending a contract, the Start Date and End Date will NOT be editable.
 ----
@@ Line 13: / Line 27: @@
 Click Save in the Actions section at the top right of the screen to save changes.
-{{:pasted:20150807-164803.png}}
+{{:pasted:20240806-155450.png}}
+To cancel the amendment process:
+  - Locate and select the "Revert" option.
+  - A confirmation dialog will appear.
+  - Select one of the following options: a. Choose "Yes" to cancel the amendment and revert to the current contract version. b. Select "No" to continue editing the amendment.
+This procedure ensures that users have the opportunity to confirm their intention before discarding any changes made during the amendment process.
+{{:pasted:20240806-155512.png}}
 ----
-When you are ready to submit the contract to be approved, click the Submit button.
-{{:pasted:20150807-164913.png}}
+Upon completion of the necessary modifications and when the contract is ready for review:
+  - Locate the "Submit" button in the interface.
+  - Click "Submit" to initiate the approval process.
+This action will forward the amended contract to the appropriate personnel for review and approval.
+{{:pasted:20240806-155531.png}}
 ----
-Notice the Contract ID now shows that this is the 1st amendment of the contract since you amended the original version. (Note: for contracts that have no renewals or amendments, the Contract ID is followed by R0.V0.)
+Contract Version Nomenclature:
+Upon submission of an amendment, the Contract ID is automatically updated to reflect its revision history. The versioning system follows this format:
+  * R[x].A[y]
+Where 'R' denotes Renewal and 'A' denotes Amendment
+'x' represents the number of renewals
+'y' represents the number of amendments
+In this instance:
+  * The Contract ID now displays "R0.A1", indicating:
+      -This is the first amendment (A1)
+       -No renewals have occurred (R0)
+**Note**: For contracts that have undergone neither renewals nor amendments, the Contract ID is appended with "R0.A0".
+{{:pasted:20240806-155607.png}}
+-----
+**Updating the owner or editor on a contract**
+Now you no longer must go to your TELUS Account Manger to update the owner/editor of a contract.  With the proper role settings super users will have access to make these changes within the UI.   You can update 1 to many contracts at one time.
+How to use the mass update owner/editor feature:
+  * Go to the contract search screen.
+  * Perform a search and apply filters to get the list of contracts you want to update.
+  * Apply the check mark in the first column for any contracts you want to update
+  * Then hit the mass update contract owners/editors’ button at the bottom of the screen
+{{:pasted:20250321-174725.png}}
+Choose the user you want the add as the editor or owner and hit the ok button at the bottom
+{{:pasted:20250321-174812.png}}
+Lastly choose the role and hit ok
+{{:pasted:20250321-174901.png}}
-{{:pasted:20150807-165155.png}}

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