Software contract revisions

If you want to change a software contract after it has been approved, you must use the Revise Contract action in the Software Contracts application.

After you change the status of a contract to approved (APPR), the only field that you can edit on the contract is the Status field. You cannot "un-approve" a contract if you need to change the contract. You must use the Revise Contract action to modify it.

You cannot delete contract records. Contract records are maintained in the database for auditing purposes.

The Revise Contract action is available for contracts with a status of approved (APPR) that do not already have a revision pending (that is, a revision with a status of pending revision (PNDREV)). The Revise Contract action creates a duplicate of the original contract. The application copies all of the information from the original contract, including contract lines, terms and conditions, associated service level agreements, and authorized sites. The contract number is the same as the original contract, and the value in the Revision field is the revision number of the original contract plus one. For example, the original contract has a revision number of zero, so the first revision has a revision number of 1 (0+1=1). The status of the revision is PNDREV.

The status of the original contract does not change when you create a revision. The original contract is available for use and can have new transactions created against it. When you change the status of the revision from PNDREV to APPR, the status of the original contract is changed from APPR to revised (REVISD) and that version of the contract becomes a history record.

If you approve a contract revision whose start date is in the future, the application will change the revision status to waiting to start (WSTART) and the original contract will not change the status from APPR to REVISD. There are escalations that check for contracts in a status of WSTART whose start date is the current date and automatically change the status of the contract to APPR.

You can use the View Revision History action to view the dates and contract line items that were changed in each revision of the contract. The Contract Details table window displays every version of the contract. The most current revisions are displayed first. Each changed line is followed by the previous version of that line, so that you can see the changes. When searching the database for a contract record, the contract with the highest revision number is the most recent version of the contract.

You can use the View History action to view the status change history for a contract.