Amending a Contract

To change a contract, open the contract and select Amend from the Actions section on the top right of the screen.

This will enable the Version Info section of the contract header for editing. 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.

The Contract Name in the Version Info section can be changed. This name applies only to this version of the contract.

IMPORTANT NOTE: When amending a contract, the Start Date and End Date will NOT be editable.

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Click Save in the Actions section at the top right of the screen to save changes.

To Cancel the Amend process, click Revert. A confirmation dialog will display. click Yes to cancel the amendment and return to the current version of the contract. Click No to remain in Edit for the amendment.

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When you are ready to submit the contract to be approved, click the Submit button.

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The Contract ID now shows that this is the 1st amendment of the contract since the original version was amended. The Amend action updates the A value - since this is the first Amendment, the version is R0.A1.

(Note: for contracts that have no renewals or amendments, the Contract ID is followed by R0.A0.)