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Contract Change History

Contract Change History

When creating a change copy (or variant), the system creates a record in the Contract Change History table. Contract history can be opened by clicking on Related/History->Contract Change History.

Once confirmed, the Contract Change History overview opens.

The line can be clicked on, the Contract Change History Card will open (the document also uses the term Change List or Change Protocol).

General tab:

  • Financing Contract No.

    • Fills up the system automatically

  • Change Order No.

    • Replenishes the system automatically, from 1 with an increment of +1.

  • Change Code

    • It completes the system automatically from step 1/3 of the wizard from the Change Type Code field

  • Change description

    • Completes the system automatically according to the Change Code

  • Reason for making the change

    • Fills in the system automatically from step 2/3 of the wizard

  • Reason description

    • Completes the system automatically according to the Reason Code

  • Customer Approval

    • Switches the user to Y. if they have received the customer's consent for the change.

    • In the case of type of change = activation, the contract fills the system automatically at Y.

  • Customer Approval Date

    • Fills up the system automatically

  • Endorsed

    • The system automatically fills in the ID of the user who made the change. The user can change it.

  • Approval Date

    • Fills up the system automatically

  • Closed

    • It is used for approving changes, see a separate chapter.

  • Change Valid Date

    • It takes from step 1/3 of the wizard from the Change Valid Date field.

    • The user can edit.

  • Change Date

    • It will be taken from step 2/3 of the wizard from the Change Effective Date field.

    • The user can't edit.

  • Note

    • Completes the system from step 2/3

  • Created

    • The system will automatically fill in the date and time the record was created

  • The change was made by

    • The ID of the user who made the change will be filled in automatically by the system.

  • Contract Change Process

    • Concealed technical field

    • Completes the system from step 1/3

Changes Tab

  • Financing Period

    • Completes the system from the field of the same name from the original contract when creating a line.

  • Financing Period-New

    • Adds the system from the field of the same name from the original contract when creating a row and updates from the change copy or variant when it is transferred.