9.2 Fixed Contract Billing Limit Amendment
Purpose: Use this document to amend a fixed price contract in ctcLink.
Audience: Finance/Grant Fiscal Staff.
You must have at least one of these local college managed security roles:
- ZC Contracts Processing
- ZZ Contract Maintenance
- ZZ Contract Processing
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Amend the Billing Limit on a Fixed Contract
Navigation: NavBar > Navigator > Customer Contracts > Create and Amend > General Information
- On the General Information search page, select the Find an Existing Value tab.
- Enter or look up the Business Unit.
- Enter or look up the Contract to be amended.
- Select Search. The General Information page will display.

- On the General tab, select the Amend Contract button.
- On the Amendments tab, enter the Amendment Type and Reason.
- Select Save.
- Select the Detail link. The Amendment Details page will display.
- On the Amendment Details page, increase or decrease the Fixed Billing Adjustment amount as needed.
- Select Save.
- Select the Amendment Amount Allocation hyperlink.
- The Amendment Billing Allocation page displays.
- In Contract Line Pricing section, enter the updated new total award amount in the New Total Amount in the New Billing Amount field. Note: the 'New Billing Amount' should equal the 'Total Billing After Adjustment'.
- Uncheck the Adjust Billing Retroactively checkbox (if necessary).
- Uncheck the Adjust Revenue Retroactively checkbox (if necessary).
- Select the green Recalculate button.
- Select the gray Recalculate button.
- Select Save.
NOTE: Notice that after you recalculate that the Allocation status will change from 'Incomplete' to 'Complete'.
- Select the Return to Amendment Details link.
- On the Amendment Details page, change the Amendment Status to Ready. The Process Amendment button will display.
- Select the Process Amendment button.

- The Amendment Status will then be Complete.
- You will receive a warning message about the bill plan - Select OK.
- You will also receive a message about the Accounting Distribution being inaccurate - Select OK.

- The Amendment Status will then be Complete.
- Select Save.
- Select the Return to General Information link.
- On the General Information page, select the Lines tab.
- On the Lines tab, select the Detail tab.
- Select the Action Required link in the Billing Plan column. The Define Billing Plan page will display.
- On the Events tab in the Amount Detail section, note the Remaining Amount.
- Select a new Event Date and enter the increase/decrease amount (Remaining Amount) to a new event.
- Change the Event Status from 'Pending' to 'Ready'.
- Select Save.
- Return to General Information.
- On the Lines tab, select the Distribution hyperlink.
- Select the Correct History button then adjust the Revenue Amount to the newly total amended amount.
- Select Save.
- Return to the General Information.
Total Revenue Amount should equal Total Billing Amount.
- Return to the Billing Plan General tab.
- Select the Reviewed button (you should notice that the billing status change to "In Progress".
- Select Save.
- Process complete.
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