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 sequence (Numbers before the R and A) have to be the same to use compare.

Then click the Compare button at the bottom left of the grid.

Note: Only exactly 2 boxes can be checked to run 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.

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.

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.

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.

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

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