Understanding the Relationship Between PeopleSoft Contracts and PeopleSoft Project CostingThis chapter provides an overview of the relationship between PeopleSoft Contracts and PeopleSoft Project Costing and discusses how to:
Assign projects and activities to contract lines.
Define tiered pricing.
Process project progress.
Amend discounts, retainages, and limits for rate-based contract lines.
Understanding the Relationship Between PeopleSoft Contracts and PeopleSoft Project CostingYou can associate PeopleSoft Contracts contract lines for service products with projects and activities in PeopleSoft Project Costing. To bill for a service product (either fixed-amount, rate-based, or recurring), you select the product onto a contract line and then associate that contract line with one or more projects and activities in PeopleSoft Project Costing (you can associate fixed-amount and recurring products with a single project only). PeopleSoft Contracts complements PeopleSoft Project Costing—it does not duplicate it. From within PeopleSoft Contracts, you can create new projects and activities or link to existing ones. Regardless of whether you are creating a new project or activity, or whether you are linking to existing projects or activities, all project-related information is stored within PeopleSoft Project Costing. This includes all cost transactions.
PeopleSoft Contracts stores the contractual terms and conditions. You select a service product onto a contract line, associate that contract line with a PeopleSoft Project Costing business unit and rate plan, and then link project activities to that contract line. In PeopleSoft Contracts, you also establish billing plans and revenue plans. Billing and revenue plans enable you to manage when and how much you bill and recognize for amounts associated with one or more contract lines.
In PeopleSoft Project Costing, you track the work performed against a project. The costs associated with the project are fed into PeopleSoft Project Costing from source systems, such as PeopleSoft Enterprise Expenses and PeopleSoft Enterprise Accounts Payable.
This section discusses the steps to process activity for project-related contract lines:
Set up rates.
Set up tiered pricing (optional).
Set up rules and exceptions in PeopleSoft Project Costing for organizational sharing (optional).
Assign projects and activities to contracts.
Price for Projects.
Update project progress.
Bill for Projects.
Recognize revenue for Projects.
Rate SetupYou charge customers a rate for the services that you provide plus the related costs. By establishing rate sets and rate plans in PeopleSoft Project Costing and then associating activities to those rate sets or rate plans, you can efficiently manage pricing across multiple project activities using a limited number of rate plans. Rate sets and rate plans in PeopleSoft Project Costing are dynamic and subject to change in rate structure over time.
When you sell a service to a customer, you establish rates for that service. The service can be provided at your standard billing rates, which may be subject to change over time, or you might provide services at rates that are fixed for the duration of the contract obligation. When you set up your contract line details on the Related Projects page in PeopleSoft Contracts, you can specify standard rates or use contract rates for that contract line.
In addition, on the Related Projects page, you can indicate that a contract line is subject to tiered pricing. The system applies tiered pricing adjustments to the rate plan or contract rates.
If the services provided to the customer under the contract line are provided at your standard rates, you should link the contract line to either a standard rate set or a standard rate plan in PeopleSoft Project Costing. Any subsequent changes to the standard rate set or standard rate plan in PeopleSoft Project Costing are reflected in the subsequent billing and revenue recognition activity in PeopleSoft Contracts.
If the services provided to the customer under the contract line are provided at contract-specific rates, you should select the Contract Rate Set or Contract Rate Plan option in the Rate Selection field. You define your contract rate sets on the same pages as the standard rate sets. Similarly, you define your contract rate plans on the same pages as the standard rate plans. The rates that you define are not templates—they are contract-specific. You can update these contract-specific rates at any point during the life cycle of the contract. Any subsequent changes that you make to these rates are reflected in the subsequent billing and revenue recognition activity in PeopleSoft Contracts.
Defining Rate Sets for Rate-Based Contract Lines
Rate-based contract lines are priced using PeopleSoft Project Costing rate sets and rate plans. Rate sets and rate plans can be defined for general use or for a specific contract. Once defined, you assign the standard or contract rate set or rate plan to the rate-based contract using the Related Projects page.
Only one rate set or rate plan can be assigned to a single rate-based contract line at any particular point in time. Rate sets enable you to define how specific contract line-related transactions are priced for costing, billing, and revenue recognition. Rate plans enable you to combine multiple rate sets together to perform more complex pricing scenarios.
When defining a rate set, you assign a rate definition type. This determines the type of pricing that is performed for the contract line transactions.
After you define the rate set, you assign the rate set to the contract line on the Related Projects page. After the contract is active and transactions are priced for this contract line, the system will create billable rows based on the criteria defined in the rate set.
The billable rows are stored in PeopleSoft Project Costing, and passed to PeopleSoft Billing by PeopleSoft Contracts when the Billing/Contracts Interface (CA_BI_INTFC) process is run. Once finalized, the billed data is passed back to PeopleSoft Contracts and PeopleSoft Project Costing. These same transaction rows are also used for revenue recognition when the As-Incurred revenue process is run.
You cannot attach rate sets or plans to amount-based or recurring contract lines.
See Also
Tiered PricingWith tiered pricing, you can charge varying rates based on the accumulation of various quantities such as the amount of hours charged to an activity. You apply adjustments to rates defined in the rate set or rate plan to contract rates. These quantity-based adjustments allow you to create a schedule of adjustments that are applied based on accumulated quantities. You group Project ChartfFields—source type, source category, and source subcategory—into user-defined identifiers to use on a contract line.
You can define tiered pricing for a rate-based contract line and each contract line can have one or more defined tiers. Each tier will have an arbitration sequence that represents the priority of the tier in the event that a transaction matches more than one transaction identifier.
You can also define tier templates. Tier templates may contain one or more tiers that may be defined by one transaction identifier and one or more price breaks. The templates will be used when defining tiered pricing for a contract line to facilitate data entry.
You can process billable transactions using the tiered pricing defined for a contract line. The transactions will be matched up with the appropriate tier and the adjustment percentage for the price break will be applied to the rate determined from the PC_PRICING process and the rate set or rate plan.
When using tiered pricing, you define adjustments on the Tiered Pricing Template or Tiered Pricing Definition page. The system generates billable transaction rows based on the rate set or rate plan. Then, the system applies the adjustment percentage to the billable transaction row's amount. If you do not define a rate set or rate plan, the system will not generate a billable transaction, and therefore, it cannot apply the tiered pricing adjustment to the billable transaction.
Follow these steps when using tiered pricing:
Set up transaction identifiers in PeopleSoft Project Costing.
(Optional) Create tier templates on the Tiered Pricing Template page to facilitate data entry.
Specify tiered pricing structures for contract lines on the Tiered Pricing Definition page.
Run the Pricing Engine to price or reprice lines with tiered pricing structures.
Note. Tiered Pricing functionality is available for customers who have both PeopleSoft Contracts and PeopleSoft Project Costing installed.
Note. Tiered pricing applies adjustments to quantity related transactions based on quantities incurred against a transaction identifier.
Therefore, tiered pricing adjustments are applied to transactions generated based on the quantity related rate options offered
on the rate set or rate plan and contract specific rates. These options are AMT, EBI, ECO, JBI, JCO, RBI, and RCO. Transactions generated by rate options of FIX, MUP, or NON will not receive a tiered pricing adjustment, but any quantity on the source transaction will be counted towards the Inception to Date quantity.
If you have attached a rate plan to your contract line, the system applies tiered pricing to the output of the first rate
set in the rate plan only. Additionally, since tiered pricing is applicable for transactions that generate billable rows
only (rows in the analysis group, PSWKS), the first rate set in the plan must be a billing rate set.
See Also
Defining Tiered Pricing Templates
Project and Activity Assignment to ContractsFrom the Related Projects page, link to an existing project or activity, or create a new project or activity. When you click the Create Project or Create Activity buttons, you transfer to PeopleSoft Project Costing to set up the new project or activity. All projects and activities are stored in PeopleSoft Project Costing, regardless of where the setup originates.
You can link a rate-based contract line to multiple projects, as long as those projects are within the same PeopleSoft Project Costing business unit. You can link an amount-based or recurring contract line to a single project or project/activity combination. When you link a contract line to a PeopleSoft Project Costing project, you can link to a specific activity or to all activities for that project. This enables you to link a single project with multiple activities to multiple contracts or contract lines. You cannot link a project’s activity to more than one rate-based contract or contract line.
See Also
Setting Up PeopleSoft Project Costing Control Data
Project PricingThe Pricing process (PC_PRICING) creates billing rows from the costs that are brought into PeopleSoft Project Costing. The costs are matched up with contract lines and rate sets or plans to determine what billing rows (BIL) are created.
When using tiered pricing, if you defined a rate set or plan, the system generates BIL rows based on the rate set or plan. Then, the system applies the tiered pricing adjustment percentage to the BIL row's amount.
If you turned on sharing at the installation options level (Contracts Installation Options page), defined sharing options, and defined rates, the Pricing process also creates sharing rows based on your established rates and exceptions.
See Also
Project ProgressPeopleSoft Contracts integrates with PeopleSoft Project Costing to eliminate duplicate data entry for billing and revenue recognition that is tied to project progress or milestones. You can automatically populate the percent complete (for both revenue and billing plans) in PeopleSoft Contracts with a value generated in PeopleSoft Project Costing. This value comes from the project or project/activity combination in PeopleSoft Project Costing. You determine which auto populate method to use on the Billing Plan - Events page or Revenue Plan page. After choosing an auto populate option, setup a run control (RUN_CA_PCT_UPD) that will allow the processing of one or more plans at a time.
Once you select Run on the Process Project Progress run control page, the system calls the CA_PCT_UPD Application Engine. For each revenue or billing plan selected, this Application Engine retrieves the Percent Source option from the revenue or billing plan:
If the Percent Source is Specify Percent, you enter the percentage manually on the events page and select the Build Event button. The Project Process Application Engine does not update the event.
If the Percent Source is Project, CA_PCT_UPD retrieves the percent complete based on the project.
If the Percent Source is Project/Activity, CA_PCT_UPD retrieves the percent complete based on the project/activity combination.
The CA_PCT_UPD Application Engine process performs the following actions:
Creates or updates an event based on the percent retrieved from PeopleSoft Project Costing.
Rebuilds the billing or revenue schedule to reflect the new or updated event.
The CA_PCT_UPD process writes a message to the log that indicates how many plans were updated by the batch process.
See Also
Project BillingYou bill for a project by associating the project with a contract line and then associating the contract line with a billing plan. In billing for rate-based contract lines, the flow of data is controlled by PeopleSoft Contracts, but the data source is PeopleSoft Project Costing. As work is performed and costs are accumulated, PeopleSoft Project Costing stores the information in rows in the PROJ_RESOURCE table. Billing activity for rate-based contract lines associated with PeopleSoft Project Costing is driven by applying the rates that you established in PeopleSoft Contracts against the unbilled PROJ_RESOURCE rows, where the analysis types are defined to the PSWKS analysis group. When the particular billing plan or event for the contract line with which this project activity is associated is ready, the resource rows associated with the designated project activities are selected for billing as part of the Contracts Billing Interface process (CA_BI_INTFC).
See Also
Project Revenue RecognitionYou recognize revenue for a project by associating the project with a contract line and then associating the contract line with a revenue plan. In recognizing revenue for rate-based contract lines, the flow of data is controlled by PeopleSoft Contracts, but the data source is PeopleSoft Project Costing. Accounting distributions are defined on the Accounting Rules page. These rules are defined by analysis type, PeopleSoft Project Costing business unit (PCBU), and PeopleSoft General Ledger business unit (GLBU).
As work is performed and costs are accumulated, PeopleSoft Project Costing stores the information in rows in the PROJ_RESOURCE table. When the particular revenue plan or event for the contract line with which this project activity is associated is ready, the resource rows associated with the designated project activities are selected and revenue is booked as part of the rate-based revenue process (the Accounting Rules Engine process [PSA_ACCTGGL]). This process also assigns the accounting distribution based on your accounting rules definitions.
You can associate projects and activities with amount-based contract lines. After running the Amount-based Revenue process (CA_LOADGL1), run the PC_CA_TO_PC PeopleSoft Application Engine process to pull revenue information from PeopleSoft Contracts to PeopleSoft Project Costing.
See Also
The Rate-based Revenue (Accounting Rules Engine) Process (PSA_ACCTGGL)
Processing Transactions Using Accounting Rules
Assigning Projects and Activities to Contracts
This section discusses how to assign projects and activities to contract lines.
Note. For contracts with a classification type of Government, see the Contracts for Government Contracting PeopleBook for additional information regarding this page.
See Also
Assigning Projects and Activities to a Contract Line
Page Used to Assign Projects and Activities to Contracts
|
Page Name |
Object Name |
Navigation |
Usage |
|
Related Projects |
CA_DETAIL_PROJ |
|
Review existing projects and activities and add new links to projects and activities for a contract line. Establish rates and limit amounts. |
Assigning Projects and Activities to ContractsAccess the Related Projects page.
Note. You can associate only one project with contract lines with a price type of Amount, Percent, or Recurring.
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Click to review details of the contract header. |
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Amendment Number |
If the contract has been amended through amendment processing, the current amendment number appears. |
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Amend Contract |
Create an amendment or edit an existing pending amendment for an active contract by clicking this button on any page within the various Contract Entry components, such as the Related Projects page. Click this button to add a limit to a contract that has already been activated. This button enables you to create a new contract line and add the limit to that new contract line through amendment functionality. |
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Product |
The ID defined for this contract line appears. |
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Price Type |
Displays the price type for the contract line. Values include Amount, Percent, Rate, and Recurring. The fields appearing on this page vary based upon the price type. For contract lines with a price type of Amount, Percent, and Recurring, the Tiered Pricing, Discount ID, Retainage ID, Limit Amt (limit amount), and Limit Override fields, and all fields within the Associated Rates grid, are not visible. |
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PC Business Unit (PeopleSoft Project Costing business unit) |
You can associate each contract line with only one PeopleSoft Project Costing business unit. The business unit that you select filters the list of projects and rate sets or rate plans that you can associate with this contract. |
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Transaction Limits |
Click to access the Transaction Limits page. Transaction level limits are assigned to a contract line. Transaction level limits consist of a transaction identifier, a description, limit amount, and use sequence. These are used to specify limits for a set of project transactions, defined by a grouping of valid project ChartFields. This link is available for rate-based contract lines only. Note. You must have specified a PeopleSoft Project Costing business unit before accessing the Transaction Limits page. |
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Review Limits |
Click to access the Review Limits page. This page enables you to search for and review limits that have been exceeded, limits that have some amount remaining, or all limits. This link is available for rate-based contract lines only. |
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If there is a limit to the amount that this customer can be billed for this contract line, enter that amount. This field is available for rate-based contract lines only. Note. This field is available only if this contract has not been set to an active status or the contract line is being amended.
If this contract has been activated, select the Amend Contract button to change the limit through amendment functionality. |
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Perform Limit Checking |
Starts the Limits process (CA_LMT) with the contract number and contract line number as parameters. This button is available for rate-based contract lines only. |
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Discount ID |
Select an ID to be applied to the activities that you associate with this contract line. This field is available for rate-based contract lines only. |
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Retainage ID |
Select an ID to be applied to the activities that you associate with this contract line. This field is available for rate-based contract lines only. |
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Select this check box to use tiered pricing for this contract line. This check box is available for rate-based contract lines only. |
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Select this link to access the Tiered Pricing Definition page where you can copy an existing tier template or enter specific tiered pricing details for your contract line. This link is available for rate-based contract lines only. |
This group box is available for rate-based contract lines only.
|
Effective Date |
Enter the effective date for the rate set or rate plan. The contract signed date appears in this field by default, but can be overridden. Only transactions that occur against the contract line on or after the effective date will be picked up and priced by the Pricing process. |
|
Status |
Specify whether the associated rates for the contract line are active or inactive. |
|
Rate Selection |
Select a rate structure for this contract line for the system to use to price transactions associated with this contract line. If you have associated a rate structure with the product, then that value will appear by default, but can be overridden. Values include:
Note. You must define your rate sets and rate plans prior to assigning them to a contract line. |
|
Rate Set or Rate Plan |
Select the predefined rate set or rate plan to use for transaction pricing for the contract line. Depending on whether you select Rate Set, Contract Rate Set, Rate Plan, or Contract Rate Plan for the Rate Selection option will dictate which field label appears, and the rate sets or rate plans that are available for selection. |
|
Rate Set or Rate Plan |
Click the link to view the rate set or rate plan details selected for the contract line or to add a new rate set or rate plan if a rate set or rate plan is not selected for the contract line. |
Associated Projects & Activities
The PeopleSoft Project Costing business unit and rate information that you previously defined apply to the activities you select in the Associated Projects & Activities group box.
|
Project |
Select a project to associate with the contract line. For rate-based contract lines, you must associate at least one project and one activity with price transactions for the contract line, as well as, bill or recognize revenue for those transactions. The list varies depending on the line’s price type. If you select a project with activities linked to other contract lines, you must link the contract line to an activity in the project that has not been linked to any other contract lines. For lines with a price type other than rate, the list contains all projects for the selected PeopleSoft Project Costing business unit. Note. You can add multiple projects to a rate-based contract line. You can add only a single project to a fixed-amount or recurring contract line. |
|
Description (project) |
Click to review and manage the details of this project. |
|
Activity |
Select an activity ID to associate your contract line with a PeopleSoft Project Costing activity ID. Activities are the individual tasks or events making up a project. An activity can only be linked to one rate set or rate plan as of an effective date. If an activity is associated with a rate set directly on the activity in PeopleSoft Project Costing, it is not available here. If an activity is associated with a rate plan directly on the activity in PeopleSoft Project Costing, it is available provided that you have specified the contract specific rate set option here. Note. You can add multiple projects/activity combination to a rate-based contract line. You can add only a single project/activity combination to a fixed-amount or recurring contract line. |
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Description (activity) |
Click to review and manage the details of this activity. |
|
Source Type |
For amount-based and recurring contract lines, enter a source type. Note. This field is not available for rate-based contract lines. However, you can enter the source type for a rate-based contract line with a value-based billing plan on the value-based billing plan line. |
|
Category |
For amount-based and recurring contract lines, enter a category type. Note. This field is not available for rate-based contract lines. However, you can enter the category type for a rate-based contract line with a value-based billing plan on the value-based billing plan line. |
|
SubCategory |
For amount-based and recurring contract lines, enter a subcategory type. Note. This field is not available for rate-based contract lines. However, you can enter the subcategory for a rate-based contract line with a value-based billing plan on the value-based billing plan line. |
|
Create Project |
Click to create a new PeopleSoft Project Costing project. |
|
Create Activity |
Click to create a new PeopleSoft Project Costing activity. You must have already selected an existing project. |
|
All Activities |
Click to add all of a project’s existing activities to the contract line. If the project has activities associated with other contract lines, you receive a message stating that only available activities will be added to the contract. This option is only available for rate-based contract lines. |
See Also
Understanding Pricing Project Costs
Creating and Maintaining Projects
Defining Tiered PricingThis section discusses how to:
Set up transaction identifiers in PeopleSoft Project Costing.
Create tier templates to facilitate data entry (optional).
Define tiered pricing structures for contract lines.
Run the Pricing Engine.
Pages Used to Define Tiered Pricing
|
Page Name |
Object Name |
Navigation |
Usage |
|
PC_TRANS_IDENTIFY |
Set Up Financials/Supply Chain, Product Related, Project Costing, Transaction Options, Transaction Identifiers |
Create transaction identifiers for use on tiered pricing templates and definitions. |
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|
PC_TIER_TEMPLATE |
Set Up Financials/Supply Chain, Product Related, Contracts, Templates, Tiered Pricing Templates |
Create tier templates to facilitate date entry when defining tiered pricing for a rate-based contract line. |
|
|
Tiered Pricing Definition |
PC_TIER_DEFN |
Click the Tiered Pricing link on the Related Projects page. |
Specify a tiered pricing structure for a contract line. |
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PC_PRICING |
Project Costing, Utilities, Pricing |
Reprice contract lines with tiered pricing structures. |
Setting Up Transaction IdentifiersSee Defining Transaction Identifiers.
Creating Tier TemplatesSee Defining Tiered Pricing Templates.
Defining Tiered Pricing for a Contract LineAccess the Tiered Pricing Definition page.
|
Tiered Pricing Template |
Select an existing tier template to facilitate data entry for your contract line. If you do not select a value here, you can specify specific tier information in the Tiers group box below. |
|
Copy Template |
Click to copy the details from the template you selected in the Tiered Pricing Template field into the Tiers group box below. When you click this button, the system warns you that copying from a template will overwrite any existing tiered pricing defined for the contract line. After selecting a template and copying the data into the Tiers group box, you can modify the tiered pricing definition. |
Tiers
|
Seq Number (sequence number) |
Indicates the arbitration resolution order. This number represents the priority of the tier in the event that a transaction matches more than one transaction identifier. |
|
Transaction ID |
Select an identifier for the tier. The transaction identifiers includes combinations of values for the source type, source category, and source subcategory. |
|
UOM (unit of measure) |
Select a unit of measure for the quantities in the Price Breaks group box. |
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Inception to Date Quantity |
Displays the total of all quantities processed to date for the tier. This is a display-only value that is specific to the tier and not to a particular price break. |
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Lower Quantity |
Displays the minimum quantity required for the price break. For the first price break within a tier, this value will be 0. |
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Upper Quantity |
Displays the maximum quantity allowed for the price break. The price break includes the value designated in the Upper Quantity field. Therefore, if the upper quantity is set to 20, the price break would extend up to and include a quantity of 20. Each tier must contain a price break with an upper quantity of 999999999999.99 |
|
Adjustment Percent |
Displays the increase or decrease to apply to the rate plan or contract-specific determined rate. |
Running the Pricing EngineAccess the Pricing run control page.
Run the Pricing process to reprice contract lines with tiered pricing structures. You run the Pricing Application Engine from PeopleSoft Project Costing.
|
Recalculate Tiered Pricing |
Select to have the inception to date quantities recalculated in the event that tiered pricing set up data has changed (for example, transaction identifiers, tiered breaks, or arbitration sequences, and so forth may have been changed). If you select this option, any transaction that has already been processed by PeopleSoft Billing or PeopleSoft General Ledger will not be repriced or adjusted using a different tiered pricing adjustment, but the quantity from the source row will be included in the correct tier. |
See Also
Running the Pricing Application Engine Process
Processing Project ProgressThis section discusses how to:
Run the Project Progress process for processing one or more billing and revenue plans at the same time.
Specify revenue options.
Specify billing options.
Prerequisite
You must have selected an option of Project or Project/Activity in the Percent Source field for the Define Events By group box on the Billing Plan - Events or Revenue Plan page.
See Also
Pages Used to Process Project Progress
|
Page Name |
Object Name |
Navigation |
Usage |
|
Process Project Progress |
RUN_CA_PCT_UPD |
Customer Contracts, Update Contract Progress, Process Project Progress |
Run the Project Progress (percent complete update) process for one or more billing or revenue plans at the same time. This process updates the project progress of your percent-complete revenue and billing plans for amount-based contract lines. |
|
Revenue Options |
CA_REV_OPT_SEC |
Click the Revenue Options link on the Process Project Process page. |
Specify revenue filters for the Project Process process. |
|
Billing Options |
CA_BILL_OPT_SEC |
Click the Billing Options link on the Process Project Process page. |
Specify billing filters for the Project Process process. |
Running the Percent Complete Update Process
Access the Process Project Progress page.
Program Name
|
Program Name |
CA_PCT_UPD displays. |
Contract Options
Use the fields in this group box to limit the data that is included in the run of this process. Filter by PeopleSoft Contracts business unit, contract type, contract classification, sold to customer, or contract number. If you leave all fields blank, the process picks up all available percent complete activity in PeopleSoft Contracts.
Plan Information
|
Update Revenue Plans |
Select this check box to updated revenue plans only. |
|
Revenue Options |
Click to specify revenue filters for the Project Progress process. |
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Update Bill Plans |
Select this check box to update billing plans only. |
|
Billing Options |
Click to specify billing filters for the Project Progress process. |
Specifying Revenue Options
Access the Revenue Options page.
Specify revenue filters for the Project Progress process to process one or more revenue plans at the same time.
|
GL Business Unit |
Select a PeopleSoft General Ledger business unit to run this process for all contracts within a specific PeopleSoft General Ledger business unit. |
|
Revenue Plan |
Select a revenue plan to run this process for all events within a specific revenue plan. |
Specifying Billing OptionsAccess the Billing Options page.
Specify billing filters for the Project Progress process to process one or more billing plans at the same time.
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Billing Business Unit |
Select a PeopleSoft Billing business unit to run the Project Progress process for a specific billing business unit. |
|
Bill To |
Select a bill to customer to run the Project Progress process for a specific customer. |
|
Billing Plan |
Select a billing plan ID to run the Project Progress process for a specific billing plan. |
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Billing Specialist |
Select a billing specialist to run the Project Progress process for a specific billing specialist. |
|
Billing Cycle Identifier |
Select to filter your processing parameters by the billing cycle ID. |
Amending Discounts, Retainages, and Limits
After you save a contract to a contract status that is mapped to an Active processing status, any changes or updates that you need to make to the contract line’s discount ID, retainage ID, or limit amount must be made as part of an amendment.
See Also
