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.