9.2 Fixed Contract Billing Limit Amendment

Purpose:  Use this document to amend a contract in ctcLink.

Audience:  Finance/Billing

Amend the Billing Limit on a Fixed Contract

Navigation: NavBar > Navigator > Customer Contracts > Create and Amend > General Information

  1. On the General Information search page, select the Find an Existing Value tab.
  2. Enter or look up the Business Unit.
  3. Enter or look up the Contract to be amended.  
  4. Select Search. The General Information page will display.
Find an Existing Value tab
  1. On the General tab, select the Amend Contract button.
General tab
  1. On the Amendments tab, enter the Amendment Type and Reason.
  2. Select Save.
  3. Select the Detail link. The Amendment Details page will display.
Amendments tab
  1. On the Amendment Details page, increase or decrease the Total Billing Adjustment amount as needed.
  2. Select Save.
  3. Select the Amendment Amount Allocation hyperlink.
Amendment Details page
  1. On the Amendment Billing Allocation page, enter the new billing limit to match with the Total Billing After Adjustment amount.
  2. Select the Recalculate button.
  3. Uncheck the Adjust Billing Retroactively checkbox.
  4. Uncheck the Adjust Revenue Retroactively checkbox.
  5. Select Save.

NOTE:  Notice that after you recalculate that the Allocation status will change from Incomplete to Complete.

  1. Select the Return to Amendment Details link.
Amendment Billing Allocation tab
  1. On the Amendment Details page, change the Amendment Status to Ready.  The Process Amendment button will display.
  2. Select the Process Amendment button.  
Amendment Details page

The Amendment Status will then be Complete.  

  1. You will receive a warning message about the bill plan - Select OK.

 

Warning message
  1. You will also receive a message about the Accounting Distribution being inaccurate - Select OK.
Warning message
  1. The Amendment Status will then be Complete.  
  2. Select Save.
  3. Select the Return to General Information link.
Amendment Details page
  1. On the General Information page,  select the Lines tab.
General Information page, Amendments tab
  1. On the Lines tab, select the Detail tab.
  2. Select the Action Required link in the Billing Plan column.  The Define Billing Plan page will display.

 

Detail tab on the Lines tab
  1. On the Events tab, Remaining Amount.
  2. Set Event Status to Ready.
  3. Select Save.
  4. Return to General Information.
Events tab
  1. On the Lines tab, select the Distribution hyperlink.
  1. Adjust the revenue amount to the newly amended amount
  2. Select Save.
  3. Return to the General Information.
  1. Return to the Billing Plan General tab.
  2. Select the Reviewed button (you should notice that the billing status change to "In Progress".
  3. Select Save.
Billing Plan General tab
  1. Process complete.

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