Maintain Services Contract

This activity allows you to maintain fixed rate, slab based rates and role based hourly rates. The slab based rates and the rate card will be applicable for SOW ID. All the projects are mapped to the SOW ID. You can specify role based rates for a given effective date range, rate applicability and work location combination.

Select the “Maintain Services Contract” activity under the “Time Sheet Billing and Administration” business component.

The “Maintain Services Contract” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

The system displays the following in the header:

Created OU	The Organization Unit in which the service contract is created.
Status	The status of the service contract. The status could be as “Fresh”, “Authorized”, ““Amendment” and “Deleted”.

Enter the following field details in the “Contract Details” group box:

Contract No	The code identifying the service contract. Mandatory On Enter, the system retrieves the details in the required fields.
Version No	From the drop-down list box, select the version number of the contract. The system loads with all version number created for the entered contract no. On amendment of a contract detail , system will generate a version no. for the Contract.
Version Effective Date	The date on which the contract is effective Mandatory.
Reference Document No.	The unique number identifying the reference document of the contract.
Reference Document Version No.	The unique number identifying the reference document of a version of the contract.
Contract Type	From the drop-down list box, select the contract type. The system loads with “Licensing”, “Master Contract”, “SOW” and “Subscription”.
Start Date	The date on which the contract is started. Mandatory
Expiry Date	The date on which the contract is expired. Mandatory
Allow terms modification at SOW	Select the checkbox to allow terms modification at system work identifier (SOW).
Contract Value	The total value for the selected contract type. Mandatory
Currency	From the drop-down list box, select the currency for the contract. Mandatory The system loads with all currency as defined in the Master.
Exchange Rate	The exchange rate for the currency. Mandatory

Enter the following field details in the “Customer Details” group box:

Customer Code	From the drop-down list box, select the customer code for the contract. Mandatory On Enter, the system displays the respective customer name.
Document No.	The unique number identifying the customer document.
Document Date	The date as specified in the customer document.
Document Description	The detailed description of the customer document.

Enter the following field details in the “Signatory Details” multiline:

Party	From the drop-down list box, select the party for the contract. The system loads with “Company”, “Customer” and “Third Party”.
Party Name	The unique name of the selected party.
Signatory Name	The signatory authority name for the contract.
Designation	The designation of the signatory authority.
Contact Phone	The contact number of the signatory authority..
Contact Email	The unique email id of the signatory authority
Sign Date	The date on which the contract was signed.

To attach the documents

Click the folder icon near Attach Docs 1 and Attach Docs 2.

The system displays “Upload File” popup window.

Enter the following details:

File Id	The unique identification name of the document.
	Click “Browse” button to select the file path.

Click “Upload” button to upload the file.
Click “Delete File” button to delete the file.

The system displays the attached file.

Click “Create / Edit” pushbutton to create or modify the service contract details.

The system updates the Status as Created.

Click “Authorize” pushbutton to authorize the service contract details.

The system updates the Status as Authorized.

Click “Amend” pushbutton to amend the service contract.

The system updates the Status as Amended.

Click “Delete” pushbutton to delete the service contract.

The system updates the Status as Deleted.

To proceed do the following

Select “Maintain Addition Details for Contract” link to specify additional details for the contract.
Select “Maintain PO Master” link to specify the purchase order details for the contract.