Make changes to contract services
Changing a contract’s terms of provision may involve changes in services, prices, or quantities. You can add or delete services, change the included quantity, or apply a discount.
Note that you can change the set of provided services for contracts that are based on templates that allow overriding of contract items.
Contract upgrades and downgrades are performed in two stages: preparation and activation.
During the preparation stage, you modify provisioning terms, but contract invoicing and service provision are performed according to the initial settings of the contract. When the changes are activated, contract invoicing and service provision are performed according to the new settings.
You use the Customer contracts (CT301000) window to change services of a contract with the Active status as follows:
Go to the Customer contracts (CT301000) window.
In the Contract ID field, select the contract you want to upgrade.
Click Actions, and select Upgrade contract.
This gives the contract the Pending upgrade status, which means that you can change the terms of provision.
On the Details tab, modify the list of services or their quantity, or apply a discount.
Click
.Click Actions, and select the Activate upgrade action. In the Activate contract dialog box, specify the date of contract activation and click OK.
If the operation is completed successfully, the green check mark appears in the window toolbar.
Related pages
Concepts
- About the contract life cycle
- Manage contracts - overview
- About contract setup and activation
- About contract usage recording
- About contract invoicing
- About contract renewal
- About prior configuration of contracts
- About contract preparation
- Contract examples - overview