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contract_compare [2024/08/08 15:40] – tina.robles | contract_compare [2025/09/03 15:40] (current) – tina.robles | ||
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**__Contract Comparison Report__** | **__Contract Comparison Report__** | ||
- | The Contract Comparison Report | + | The Contract Comparison Report |
+ | |||
+ | __Report Execution Process__ | ||
+ | |||
+ | **Contract Selection: | ||
+ | |||
+ | * Selection Method: Utilize | ||
+ | * Report Generation: Execute comparison report | ||
+ | |||
+ | __System Requirements and Constraints__ | ||
+ | |||
+ | **Contract Sequence Compatibility: | ||
+ | |||
+ | * Prerequisite: | ||
+ | * Version Control: This requirement ensures comparison occurs between related contract versions within | ||
+ | * 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: | ||
+ | |||
+ | **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 | ||
+ | |||
{{: | {{: | ||
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- | The top section of the report | + | __Header Information Section__ |
- | At the bottom | + | |
+ | **Contract Overview Display: | ||
+ | |||
+ | * Primary Location: Top section of the comparative analysis | ||
+ | * Content: Administrative and identifying | ||
+ | * 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 | ||
+ | |||
+ | * Function: Line-by-line comparison of individual product pricing structures | ||
+ | * Coverage: Product-specific rates, terms, and pricing methodologies | ||
+ | |||
+ | **Group-Based Pricing | ||
+ | |||
+ | * Function: Comparative review of product grouping pricing configurations | ||
+ | * Coverage: Grouping structures, collective pricing arrangements, | ||
+ | |||
+ | **LumpSum | ||
+ | |||
+ | * Function: Analysis of fixed payment structures and arrangements | ||
+ | * Coverage: LumpSum amounts, terms, conditions, and payment schedules | ||
+ | |||
+ | **Eligible Distributors | ||
+ | |||
+ | * Function: Comparison of authorized distribution networks | ||
+ | * Coverage: Distributor additions, removals, and authorization modifications | ||
+ | |||
+ | **Client Defined Fields | ||
+ | |||
+ | * 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 | ||
+ | * 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: | ||
+ | |||
+ | __Business Value and Applications__ | ||
+ | |||
+ | **Change Management Support: | ||
+ | |||
+ | * Comprehensive Visibility: Complete overview of all contractual modifications across multiple dimensions | ||
+ | * Audit Documentation: | ||
+ | * Stakeholder Communication: | ||
+ | |||
+ | **Quality Assurance: | ||
+ | |||
+ | * Accuracy Verification: | ||
+ | * Risk Assessment: Identification of significant changes requiring additional review | ||
+ | * Version Control: Maintenance of comprehensive change history and documentation | ||
+ | |||
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{{: | {{: | ||
+ | |||
+ | ----- | ||
+ | |||
+ | __**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, | ||
+ | ________________________________________ | ||
+ | |||
+ | __**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: | ||
+ | * Accountability: | ||
+ | * 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 | ||
+ | |||
+ | {{: | ||
+ | |||
+ | __**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: | ||
+ | |||
+ | **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: | ||
+ | |||
+ | {{: | ||