Execute Update Sales Contract
Explanation
This activity is used to connect selected item lines in the Schedule of
Work Estimate or Production to a Sales Contract Revision.
This can be achieved using the Update Sales Contract command.
This command will open an assistant based on the selected item(s). If at
least one selected item is already connected to a sales contract, the user
can choose the update method:
- Create New Sales Contract Item: This option allows
you to create a new Sales Contract Item.
- Update Sales Contract Item using
Connected Sales Contract Details: This
option navigates you to the Connected Sales Contract Details
page.
Once a Schedule of Work Item is connected, you can manage Connected Sales
Contract Items from the Schedule of Work Connected Sales
Contract Details page. You can navigate to this page using
the Connected Sales Contract Details command or from the Update
Sales Contract assistant.
The Connected Sales Contract Details consist of
three tabs:
- Connected Items: When required, you can
update connected Sales Contract Items that have differences using the Update
Sales Contract command in this tab.
- Not Connected SOW Items: Schedule of Work
Items not yet connected can be pushed to Sales Contract Revision using
the Update Sales Contract command in this tab.
- Not Connected Contract Items: Sales
Contract Items not connected to any Schedule of Work Item can be viewed
in this tab.
Prerequisites
- Schedule of Work must exist.
- A sales contract revision should be created and connected to the
project for which the Schedule of Work is created.
- Sync Sales Contract should be enabled for your
Schedule of Work Item.
- SOW Type along with the contract statuses need to be added to the
Schedule of Work Defaults page.
System Effects
- Based on selected Schedule of Work Item information, Sales Contract
Items are created.
- The Connected Sales Contract Details command is
enabled for your Schedule of Work.