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contract_compare [2016/11/15 18:58] – lisa.maloneycontract_compare [2025/09/03 15:40] (current) – tina.robles
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 **__Contract Comparison Report__** **__Contract Comparison Report__**
  
-The Contract Comparison Report will show the differences between 2 contracts.  To run the report, select the checkbox for the 2 contracts to compare.+The Contract Comparison Report provides comprehensive analysis capabilities for identifying differences between two contract versions, enabling stakeholders to review modifications, updates, and variations in contractual terms and conditions.
  
-{{:pasted:20160222-115756.png}}+__Report Execution Process__
  
-Then click the Compare button at the bottom right of the grid. +**Contract Selection:**
  
-{{:pasted:20160222-120024.png}}+  * Selection Method: Utilize checkbox functionality to designate the two contracts for comparative analysis 
 +  * Report Generation: Execute comparison report to generate detailed variance documentation 
 + 
 +__System Requirements and Constraints__ 
 + 
 +**Contract Sequence Compatibility:** 
 + 
 +  * Prerequisite: Both selected contracts must share identical contract sequence numbers (numerical identifiers preceding the "R" and "A" designations) 
 +  * Version Control: This requirement ensures comparison occurs between related contract versions within the same contract family 
 +  * System Logic: Matching sequence numbers enable proper data mapping and accurate variance identification 
 + 
 +__Business Applications__ 
 + 
 +**Change Management:** 
 + 
 +  * Version Control: Track modifications between contract iterations 
 +  * Audit Trail: Maintain comprehensive documentation of contractual changes 
 +  * Stakeholder Communication: Provide clear visibility into contract evolution and updates 
 + 
 +**Compliance and Review:** 
 + 
 +  * Quality Assurance: Ensure accuracy in contract modifications 
 +  * Approval Processes: Support review and approval workflows with detailed change documentation 
 +  * Risk Management: Identify potential issues arising from contractual modifications 
 +   
 + 
 +{{:pasted:20240808-153147.png}} 
 + 
 +Then click the Compare button at the bottom left of the grid.  
 + 
 +{{:pasted:20240808-153205.png}}
  
 Note: Only exactly 2 boxes can be checked to run the report.   Note: Only exactly 2 boxes can be checked to run the report.  
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 After clicking Compare, the Report Runner will display.  Select the Export Type.  The Old Contract ID and New Contract ID display the contract versions of the contracts which were selected.  The order these are displayed in the report can be changed by selecting the Swap button.  Click the Export button to generate the report. After clicking Compare, the Report Runner will display.  Select the Export Type.  The Old Contract ID and New Contract ID display the contract versions of the contracts which were selected.  The order these are displayed in the report can be changed by selecting the Swap button.  Click the Export button to generate the report.
  
-{{:pasted:20160222-120533.png}}+{{:pasted:20240808-153406.png}}   {{:pasted:20240808-153420.png}}
 ----- -----
-{{:pasted:20160222-120616.png}} 
  
-The top section of the report displays the Header information for the 2 contracts selected.  Below that, the SKU Based Pricing, Group Based Pricing, LumpSum, Eligible Distributors and Client Defined Fields sections display the detailed difference between the 2 contract versions. 
-At the bottom of the report is the key which details the items added to, removed from, or modified between versions. 
  
-{{:pasted:20160222-121017.png}}+__Header Information Section__ 
 + 
 +**Contract Overview Display:** 
 + 
 +  * Primary Location: Top section of the comparative analysis report 
 +  * Content: Administrative and identifying information for both selected contract versions 
 +  * Purpose: Provides immediate context and verification of contracts under comparison 
 + 
 +__Detailed Variance Analysis Sections__ 
 + 
 +The report presents comprehensive comparative analysis across multiple contractual components: 
 + 
 +**SKU-Based Pricing Analysis:** 
 + 
 +  * Function: Line-by-line comparison of individual product pricing structures 
 +  * Coverage: Product-specific rates, terms, and pricing methodologies 
 + 
 +**Group-Based Pricing Analysis:** 
 + 
 +  * Function: Comparative review of product grouping pricing configurations 
 +  * Coverage: Grouping structures, collective pricing arrangements, and tier-based pricing models 
 + 
 +**LumpSum Configuration Comparison:** 
 + 
 +  * Function: Analysis of fixed payment structures and arrangements 
 +  * Coverage: LumpSum amounts, terms, conditions, and payment schedules 
 + 
 +**Eligible Distributors Assessment:** 
 + 
 +  * Function: Comparison of authorized distribution networks and partnerships 
 +  * Coverage: Distributor additions, removals, and authorization modifications 
 + 
 +**Client Defined Fields Evaluation:** 
 + 
 +  * Function: Analysis of custom field configurations and values 
 +  * Coverage: Client-specific parameters, custom attributes, and specialized requirements 
 + 
 +__Change Documentation and Legend__ 
 + 
 +**Report Key and Legend:** 
 + 
 +  * Location: Bottom section of the comparative analysis report 
 +  * Function: Comprehensive explanation of change indicators and modification types 
 +  * Change Categories: 
 +  *   * Additions: New elements introduced in the updated contract version 
 +  *   * Removals: Components eliminated from the previous contract version 
 +  *   * Modifications: Existing elements with altered values, terms, or configurations 
 + 
 +__Business Value and Applications__ 
 + 
 +**Change Management Support:** 
 + 
 +  * Comprehensive Visibility: Complete overview of all contractual modifications across multiple dimensions 
 +  * Audit Documentation: Detailed record of changes for compliance and review purposes 
 +  * Stakeholder Communication: Clear presentation of contract evolution for informed decision-making 
 + 
 +**Quality Assurance:** 
 + 
 +  * Accuracy Verification: Systematic review of all contract modifications 
 +  * Risk Assessment: Identification of significant changes requiring additional review 
 +  * Version Control: Maintenance of comprehensive change history and documentation 
 + 
 + 
 + 
 +{{:pasted:20240808-153628.png}} {{:pasted:20240808-153645.png}} {{:pasted:20240808-153659.png}} {{:pasted:20240808-153710.png}}
 ----- -----
 The Contract Comparison Report can also be run from a Contract.  Select the search button located in the Basic Info section of the contract header. The Contract Comparison Report can also be run from a Contract.  Select the search button located in the Basic Info section of the contract header.
  
-{{:pasted:20161115-185459.png}}+{{:pasted:20240808-153915.png}}
  
 This will open a popup displaying all versions and renewals for the contract family.  The claimable column defaults to True, but False records can also be displayed.  Select the checkboxes for the contracts to compare and click the Compare button at the bottom of the popup to generate the report. This will open a popup displaying all versions and renewals for the contract family.  The claimable column defaults to True, but False records can also be displayed.  Select the checkboxes for the contracts to compare and click the Compare button at the bottom of the popup to generate the report.
  
-{{:pasted:20161115-185743.png}}+{{:pasted:20240808-154017.png}} 
 + 
 +----- 
 + 
 +__**Contract History Change Tracking System - Phase 1 Implementation**__ 
 + 
 +**Feature Overview** 
 + 
 +A comprehensive Contract History tab has been implemented to provide detailed audit trail capabilities for contract modifications, addressing specific client requirements for enhanced change tracking and accountability. 
 +________________________________________ 
 + 
 +__**Current Phase Capabilities**__ 
 + 
 +**Change Tracking Scope**- The Contract History feature currently monitors and documents modifications across three primary contract areas: 
 +  * Contract Header: Administrative and general contract information changes 
 +  * Products Tab: Product-specific modifications and updates 
 +  * Lumpsum Tab: Fixed payment and lumpsum arrangement changes 
 + 
 +**Audit Trail Benefits** 
 +  * Transparency: Complete visibility into contract modification history 
 +  * Accountability: Clear documentation of when and what changes occurred 
 +  * Compliance: Enhanced audit capabilities for regulatory and internal requirements 
 +________________________________________ 
 + 
 +__**Future Enhancement Roadmap**__ 
 + 
 +**Phase 2 Development Plans**- Upcoming enhancements will significantly expand the Contract History functionality to include: 
 + 
 +**Enhanced Field-Level Tracking:** 
 +  * Granular Detail: Specific identification of individual fields that were modified 
 +  * Comparative Display: Side-by-side presentation of previous and updated data values 
 +  * Comprehensive Coverage: Extension of tracking capabilities to additional contract sections 
 + 
 +**Expanded Scope:** 
 +  * Complete Contract Coverage: Tracking implementation across all contract components 
 +  * Enhanced Reporting: More detailed change documentation and reporting capabilities 
 +________________________________________ 
 + 
 +__**Implementation Status**__ 
 + 
 +**Current State:** Phase 1 provides foundational change tracking for core contract elements 
 + 
 +** Development Timeline:** Phase 2 enhancements are scheduled for future release to deliver comprehensive change management capabilities 
 + 
 +{{:pasted:20250618-185410.png}} 
 + 
 +__**Contract History Interface Navigation and Data Display**__ 
 + 
 +__User Interface Functionality__ 
 + 
 +**Detail View Access** 
 +  * Navigation: Click on any historical change entry to access comprehensive modification details 
 +  * Display Location: Selected change information populates in the right-side detail panel 
 +  * User Experience: Intuitive interface design enables efficient review of historical modifications 
 + 
 +__Historical Data Presentation__ 
 + 
 +**Change Documentation Format** 
 +  * Data Display: Modified entries present the original field values that existed prior to the change 
 +  * Reference Point: Historical information reflects the contract state before the modification was applied 
 +  * Comparison Capability: Users can compare previous values against current contract configuration 
 + 
 +__Audit Trail Benefits__ 
 + 
 +**Change Analysis:** 
 +  * Historical Context: Clear visibility into what information was replaced during modifications 
 +  * Decision Support: Historical data enables informed analysis of contract evolution 
 +  * Compliance Documentation: Comprehensive record-keeping supports audit and regulatory requirements 
 + 
 +**Workflow Enhancement:** 
 +  * Efficient Review: Streamlined interface enables quick assessment of contract modification history 
 +  * Data Integrity: Preserved historical values maintain complete audit trail for accountability 
 +  * User Productivity: Intuitive design minimizes time required for change analysis
  
-{{:pasted:20161115-185751.png}}+{{:pasted:20250618-185916.png}}
  
  
contract_compare.1479236291.txt.gz · Last modified: 2016/11/15 18:58 by lisa.maloney

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