Navigation: Customer Contracts > Create and Amend > Define Contract General Info

1. On the General Information search page, select the Add a New Value tab.
2. Enter or search for the Business Unit.
3. Leave the Contract field with the default of Next.  The system will generate a contract number.  
4. Enter or search for the Sold to Customer.  Use the sponsor or customer for  contract.
5. Leave the Contract Classification field with the default of Standard.
6. The Separate Fixed Billing and Revenue field should be unchecked.
7. The Separate As Incurred Billing and Revenue field should be unchecked.
8. Select Add.  The General Information page will display.

9. On the General tab, enter Description.
10. In the Contract Type field, enter or select Contract Serv.
11. Enter the Contract Signed date. By default, it will default to the current date, so it must be adjusted to the actual date the contract was signed.
12. Select Save.

13. Select the Lines tab.
14. Select the Add Contract Lines button.  The Add Contract Lines page will display.

15. In the Product field, enter in Contract.
16. Select Search.
17. In the search results area, a new line appears that has a product of CONTRACT_SERVICES. Check the box to select the new line.
18. Enter Start Date and End Date to the contract on the line.
19. Select the Add Contract Lines button.

20. In the Search box, next to the Search button, a new message appears that reads "1 line(s) have been added to the contract".
21. Select the Return to Contract Lines link.  The Contract Line page displays.

22. The Contract Line page includes the new product in the line. The line has the Start Date and the End Date that was added when the contract line was created.
23. Select Save.

24. Select the Detail tab under the Contract Lines section.
25. Select the Distribution link under the Accounting column.

26. Select the Correct History button.
27. Enter the Revenue distribution for the contract payment (for this example, Account = 4020120, Operating Unit = 7240, Fund = 146, Dept. = 31005, Class = 112, State Purpose = N).
28. Enter the Contract Asset distribution for the contract payment (for this example, Account = 1010050, Operating Unit = 7240, Fund = 146, Dept. = 31005, Class = 112, State Purpose = N).
29. Select Save.

30. A message box displays.  Select OK.
31. Select the Return to General Information link.

32. On the Lines tab of the General Information page, select the General tab.
33. Select the Amount Allocation link.  The Amount Allocation page will display.

34. On the Billing Allocation tab, enter the amount for the contract in the Total Billing field.
35. Enter same amount in the Fixed Billing field.
36. In the Contract Line Pricing section of page, enter the same amount in the Billing Amount column.
37. Select the Recalculate button.
38. Select Save.
39. Select the Return to General Information link.  

40. On the Lines tab, select the Detail tab.    

41. On the Details tab, select the Pending link in the Bill Plan column and ensure the Revenue Plan = "Billing Manages Revenue".   The Define Billing Plan page will display.

42. On the Billing Plan General tab, in the Billing Default Overrides section, enter Contract in Bill By ID.
43. Modify any other field(s) necessary for the appropriate billing information.
44. The Pre Approved and Direct Invoice checkboxes should be unchecked.
45. Notice that the Billing Status is set to "Pending" and the Ready at Activation field has a checkmark in it. This will allow the bill plan to become activated when the contract is set to "Active".
46. Select the Events tab.

47. On the Events tab, select the Add New Event button.  A new Event Detail line will display.

48. Change the Define Events selection from Percent to Amount by selecting the radio button next to Amount. (This will change the Event Detail line to an amount based row and allow the event to be billed by a specific date).

49. If there is a need for more billing events, select the Add a New Row [+] icon at the end of the event detail row and enter the number of lines needed.
50. Split out the payments so that the amounts in the events equal the TOTAL of the lines in the Event Detail.
51. In the Amount Detail box, the Total Amount will be equal to the Remaining Amount before the record is saved.  
52. Select Save.
53. Select the Return to General Information link.

54. On the Lines tab of the General Information page, select the General tab.
55. Change the Contract Status from "Pending" to "Active".
56. Select Save.

57. Process Complete.