Amend Contracts Integrator
The Amend Contracts Integrator supports the processing of the following actions for multiple contracts:
· Submit Amendments: This action changes the status of the 'Active' contracts to 'Under Amendment,' allowing you to subsequently use the Contracts Integrator to make updates.
· Close Contracts: This action changes the status of the 'Active' contracts to ‘Closed’
To amend or close contracts, you have three options:
1. Download them via a sheet.
2. Use the Download form.
3. If you already know the contract numbers you want to amend, enter them directly to the sheet without downloading them. The status of the contract must be ‘Active’ AND with the Version Type of ‘C’.
Only contracts with an 'Active' status and a Version Type of 'C' will be searchable on the download form and available for download via the sheet option. Only contracts meeting these criteria will be included in the download. The following example illustrates the process of downloading through a sheet, where you input specific values to act as a download filter.
You must have ‘Contract Number’ on the sheet to submit the actions on the sheet. All the greyed-out columns are optional and can be removed if required.
You must not Amend and Close the same contracts at the same time.
Amend
To submit contracts for amendment, set ‘Amend’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.
‘Create New Version’ column indicates whether versions are created upon submitting the contract for amendment. If you leave the ‘Create New Version’ column blank, the default value would be a ‘Yes’. If your setup requires you to enter this value, please enter it before uploading.
Once you’re ready, click ‘Upload’ to submit the action.
Amend Status column returns a message of ‘Accepted’ if the contracts are successfully submitted for amendment.
Close
To close contracts, set ‘Close’ column to ‘Yes’ either by manually entering it into the sheet, or by utilizing the Data Form.
You must enter ‘Closed Date’ and ‘Close Reason’ when you close contracts otherwise you will get an error.
Close Data Form:
Close Status column returns a message of ‘Accepted’ if the contracts are successfully closed.
