Current Prices Changes occur when the
trade partner has notified you of immediate prices changes that need to
take effect of existing contracts.
|
Tasks
|
Steps
|
Edit a TK Contract
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > TK> View > Edit
BC > Contracts > TK> Edit
Steps
- Select the Edit
link.
- Select the Plan
from the pull-down list.
- Use the text field to edit the
Tax Rate for the contract.
- Use the text field to edit the
Expiration Date for the contract.
- Use the text field to edit the Amount
for each activity as desired.
- As appropriate, select the checkbox to apply the
amount to All Plans?
- As appropriate, select the checkbox to indicate
that the activity is Taxable.
- Select the Save
button to save the changes and go to the next plan, or select Save
& Exit to save changes and exit the Edit screen or select the Cancel button to discard the changes.
|
Add Comments
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > TK> View > Comments
Note: Comments are seen by the trade partner immediately as they are
added to the contract. You can view the comments from the Comments
tab on the View screen.
Steps
- Select the Comments
link.
- Use the text field to add a comment to the contract.
- Select the Save
button to save the changes and go to the next plan, or select the Cancel button to discard the changes.
|
Copy Pricing
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > TK> View > Copy Pricing
Note: Copy Pricing allows you to copy pricing from another bid or contract
to the current contract.
Steps
- Select the Copy
Pricing link.
- Select the Project
from the drop down that the bid or contract that you want to copy is in.
- Select the Bid/Contract
that you want to copy the pricing from.
- Select the plan that you want to copy the pricing
from for each plan within the current project.
- Select Copy.
- Under the Actions section - select Accept/Reject.
- Review the changes by plan, base and options.
Select the drop down to review by Plan.
Select the Base or Option
tab to review changes made to each.
- Select Approve
to approve the changes and return to the Contract
tab or select Approve & Finalize
to accept the changes and finalize the contract so that Purchase Orders
can be created from the changes or select Reject to reject the changes
and return to the Contract tab.
|
View History
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > TK> View > History
Steps
- Select the History
link.
- Select the Plan
from the pull-down list.
- Select the Base,
Option, or All
tab to view the contract history.
|
Finalized Date Log
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > TK> View > History > Finalize Date Log
Steps
- Select the Finalize
Date Log link.
- The log shows the Date Changed, Effective
Date and Expiration Date
for each contract finalization.
|
Send Contract to trade partner
Back
to Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > View Contract > Send
Steps
1.
Select
Send
.
2.
Use the
text field to enter the Comments
for the contract.
3.
Select
the Send button to send the contract,
or select the Cancel button to
return to the View Contract screen.
|
Approve/Reject Contract
Back to
Top
Back to Future Price Change
|
Navigation Path
BC > Contracts > Accept / Reject link for contract
Steps
- Select the Accept
/ Reject link.
- The updated field(s) are highlighted in yellow.
- Use the text field to enter comments for the contract
change.
- Select the Approve
button to accept the changes, Approve
& Finalize to accept the changes and Finalize the Contract,
the Reject button to reject the
changes, or the Cancel button
to return to the Contracts screen
without accepting or rejecting the changes.
|
