Creating Change Requests

You can only create a change request for an active contract that does not already have a change request in progress.

When you create a change request, the values of custom fields on the contract are copied to the change request and the values of custom fields belonging to related contract line items are copied to the change request line items.

To create a change request:

1. Click Create Change Request on the Billing Contract Detail page of the active contract that you want to change.
• In Lightning Experience, the Contracts - Change Request page is displayed where you can edit fields for the change request, then click Create Change Request to proceed. A new contract of type "Change Request" is created and displayed for editing.
• In Classic, confirm the action by clicking Create Change Request on the page that is displayed. A new contract of type "Change Request" is created and displayed for editing.
• On the enhanced Billing Contract Detail page, a new contract of type "Change Request" is created and displayed for editing.
2. Edit the change request in the same way as a draft contract. See Editing Contracts.

When you have completed your edits, you can apply the change request to the active contract. See Applying a Change Request to a Contract

Note:

If a change request line item is related to a contract line item that has been billed and the Billed To field of the change request line item contains a date, you can only change the End Date of that line. In this situation, you can only enter an End Date that is on or after the Billed To date of that line.