Set Contract Revision to Active

Explanation

Use this activity to set a contract revision to Active. When a contract revision has been approved, it can be activated. An active contract revision indicates the current valid version of the contract details and is used when creating Applications for Payment.

If an active contract revision already exists, the status of this revision will automatically be set to Obsolete when a different contract revision is set to Active. The status indicates that the contract revision has been in use, but its not in use anymore.

It is not possible to set a contract revision to Obsolete manually.

Prerequisites

• The contract must be in the Enquiry, Estimated, Tendered, Awarded, Under Review, or Active status.
• The contract revision must be in the Approved status.

System Effects

• The contract revision will be set to Active and it will not be possible to manually change the status of an Active revision.
• The active contract revision will always be the revision displayed by default in the client when showing contract lines and items.
• You can modify the active revision lines and items as long as they are not frozen.
• If the contract revision is set to Obsolete, no modifications will be allowed.
• Planned revenues will be reported to the connected revenue activities when the contract revision is set to Active. (The Report Planned Revenue check box will be automatically selected).

Window

Sales Contract/Revision

Related Window Descriptions

Sales Contract/Revision
Sales Contract/Items

Procedure

1. In the Sales Contract/Revision tab, select the revision which you want to set to Active.
2. Right-click, point to Status, and then click Set Active.
3. In the dialog box that opens, the default settings of the revision will apply to the Audit Trail, Change Order and Change Comment check boxes. They can be changed by clicking on the check box, if required.
4. Click OK to activate the revision.