Applying a Change Request to a Contract

When you apply a change request to a contract, the changes on that change request are applied to the active contract. The change request then becomes a superseded contract and contains the contract as it was before the change request was applied. In addition:

• Billing schedules that have not been billed are deleted.
• Draft billing documents for the contract are deleted or discarded depending on the Allow Deletion of Draft Billing Document setting in the Billing Central Settings custom setting. See Allow Deletion of Draft Billing Document.
• Billing schedules are created automatically for the next 12 months.
• The contract's status is set to "Expired" if the change request includes an edit to move the contract's end date to before today, or if the contract's end date was already before today but its status was still "Active". This happens immediately, not next time the background job to expire contracts runs.

Complete billing documents are not deleted.

Note:

If the Allow End Contract Line Before Billed To field is enabled, billing schedules that have been billed are deleted if you move a contract line item's end date to before its Billed To date. Billing Central creates a draft credit note automatically if the customer is entitled to a refund. For more information, see Early Termination of Contracts and Contract Line Items and Automatic Creation of Draft Credit Notes When Applying Change Requests.

To apply a change request:

1. Display the change request contract if it is not already displayed.
2. Click Apply to Contract to apply it to the associated active contract.
3. Confirm the action if you are happy to proceed.

Note:

An error message is displayed if you attempt to apply a change request to a contract that has "Draft" or "Ready for Review" credit notes or consolidated billing documents linked to it. Ensure that the documents are completed, discarded, or unconsolidated before attempting to apply the change request again. A consolidated billing document will trigger this error regardless of whether or not it contains only billing documents related to the current contract.