9.2 Activating a Fixed Fee Contract

Purpose: Use this document to have a bill from a contract activated 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.

Activate a Fixed Fee Contract

Contract Terms

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

  • In order to bill from a contract you must first activate the contract.  
  • A Fixed Fee contract creates a contract line for every project in the award. 
  1. The General Information search page displays.
  2. Enter Business Unit.
  3. Enter the Contract number given when the Award was generated.
  4. Select Search.
General Information search page
  1. The General tab displays.
  2. Select the Lines tab.
General tab
  1. The Lines tab displays.
  2. Select the Detail tab within the Contract Lines section.
Lines tab
  1. The Detail tab displays.
  2. Select the Pending hyperlink in the Billing Plan column.
Detail tab

Award Bill Plan

  1. The Billing Plan General tab displays.
  2. Verify the information is correct.
  3. For Fixed Fee contracts, enter events with the appropriate dates and amounts.
  4. Select the Events tab.
Billing Plan General tab

Setting Award Events

  1. The Events tab displays.
  2. Select the Add a New Row [+] icon to add rows.  Add the number of rows based on how many invoices or events that you need.
  3. Enter the Event Date that you want to invoice this contract.  *NOTICE that when the event status is "Pending" the fields are able to be edited.
Events tab
  1. Select Save.
  2. The Amount Detail section updates..
  3. Select the Return to General Information link.
Events tab

Award Distribution

  1. The Lines tab displays.
  2. Select the Detail tab.
Lines tab
  1. The Detail ta b displays.
  2. Select the Distribution hyperlink.
Detail tab
  1. The Accounting Distribution page displays.
  2. In the Revenue section, enter Account, Oper Unit, Fund, Dept, Class, Project, and State Purpose. You may need to scroll screen to the right to see all fields.
  3. Select Save.
Accounting Distribution page
  1. A status window displays.
  2. Select OK.
Message example
  1. The status window disappears.
  2. Notice that the Revenue and the Unbilled AR lines will now be marked as Valid.
Revenue and Unbilled A R Lines
  1. Select the Return to General Information hyperlink.

Activate Award

  1. The Lines tab displays.
  2. Select the General tab.
Lines tab
  1. The General tab displays.
  2. Select Contract Status = "ACTIVE".
  3. Select Save.
General tab
  1. Process complete.


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