This chapter contains the following topics:
At any time after you assign a contract number to a revenue account in a detail line on a change request, you can send the revenue account information to the appropriate contract in the JD Edwards EnterpriseOne Contract and Service Billing system. This update process is known as committing the revenue account. When you commit a revenue account, you can either update an existing contract line or you can create a new contract line.
You usually commit a revenue account after you have moved it through the approval process. You can only send information from the most recent requote.
It is recommended that you commit contract information in proof mode before you commit it in final mode. When you commit contract information in proof mode, the system generates a report for you to review but does not update any ledgers. After verifying the information and making any necessary changes, you can commit the contract in final mode. After you commit in final mode, you cannot make any changes to the contract information in the JD Edwards EnterpriseOne Change Management system.
This section provides an overview of contract information and discusses how to enter revenue information for contracts.
Before you can send contract information in a detail line on a change request to the appropriate contract in the JD Edwards EnterpriseOne Contract and Service Billing system, you must enter information about the contract. When you enter the contract information, the system adds information about the corresponding revenue account to the Revenue Details/Commit form. You can view information about the revenue account and can commit the contract to the JD Edwards EnterpriseOne Contract and Service Billing system from the Revenue Details/Commit form.
You can set a processing option to have the system automatically complete contract information.
This section provides an overview of the contract commitment process, lists a prerequisite, and discusses how to:
Commit contracts from the Change Request Entry program (P5310).
Commit contracts from the Change Request Revenue Details program (P53311).
Set processing options for Change Request Revenue Details.
Sending contract information to the JD Edwards EnterpriseOne Contract and Service Billing system is called committing to the JD Edwards EnterpriseOne Contract and Service Billing system. You can commit revenue accounts from the Change Request Entry program or from the Change Request Revenue Details program (P53311). You can send contract information in a detail line on a change request to the appropriate contract in the JD Edwards EnterpriseOne Contract and Service Billing system:
Revenue account information
Contract information
Price type
Quantity
Unit price
Unit of measure
Amount (Final)
Billing line information
Terms-only change requests
When you commit revenue accounts from the Change Request Entry program, you can commit only one account at a time. When you commit revenue accounts from the Change Request Revenue Details program, you can commit multiple revenue accounts if you select multiple lines.
You can commit in either proof or final mode by setting a processing option. After you commit in final mode, you cannot make any changes to the subcontract or contract information in the JD Edwards EnterpriseOne Change Management system.
To prevent accidentally committing in final mode, you can set the processing option in the Change Request Entry program to one mode, and set the processing option in the Subcontract Details/Commit or Change Request Revenue Details programs to the other mode. For example, you can set the processing option in the Change Request Entry program to commit subcontracts in proof mode and set the processing option in the Subcontract Details/Commit program to commit in final mode. If you set the programs to different modes and always use one program for committing in proof mode and the other for committing in final mode, you minimize the chance for error.
Committing in proof mode from the Change Request Entry form is recommended because you must make any necessary changes to the account from the Change Request Entry program. After you make any necessary changes, such as updating the detail status code or updating monetary amounts, you can commit the subcontract or contract information. When you commit, the system generates a report that you can review to verify that all amounts and accounts are correct. You can then re-commit and review the new report. When all entries are correct, you can commit in final mode from the Subcontract Detail/Commit or Change Request Revenue Details program.
In general, you commit subcontract or contract information when their respective accounts are approved and when you do not expect any changes to the accounts. Many organizations create a special detail status code for accounts that have been committed in final mode so that they can easily determine which accounts have been committed. You can set the processing option for the status of a submitted subcontract or contract to automatically update the detail status code assigned to a committed account to the special status code.
The system generates the Contract Amendment Report (R53480) when you commit a revenue account on a detail line on a change request to the JD Edwards EnterpriseOne Contract and Service Billing system in either proof or final mode.
You can use the Contract Amendment Report from Change Management report as an amendment to a contract. It provides signature lines for approvals.
The Contract Amendment Report from Change Management report includes:
Contract number and type.
Contract total amounts.
Change request number and amount.
Date when the contract was committed.
Subsidiary account and object account numbers.
Set up contracts in the JD Edwards EnterpriseOne Contract and Service Billing system. Contracts must have a base contract change order record.
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Cost, Revenue, Subcontract Details | W5310C | Change Management Setup (G5311), Change Request Entry
On Work With Change Requests, locate a job number and click Select. On the Change Request Entry form, select a detail line that you want to commit and then select Additional Details from the Row menu. |
Commit contracts from the Change Request Entry program. |
| Work With Revenue Details/Commit | W53311A | Change Management Inquiries (G5312), Revenue Detail
On Work With Revenue Details/Commit, locate and select the records you want to commit, and select Commit Billing from the Row menu. On Contract Confirmation, click OK to commit the account. |
Commit contracts from the Revenue Detail program. The system commits the contract to the Contract Billing system. If you commit in final mode, the system changes the detail status code to the code specified in the processing options. |
Access the Revenue tab on the Cost, Revenue, Subcontract Details form.
Enter the contract number used in the JD Edwards EnterpriseOne Contract and Service Billing system. This number, along with the contract type and contract company, provides the link between the JD Edwards EnterpriseOne Contract and Service Billing and JD Edwards EnterpriseOne Change Management systems. It will enable you to copy revenue information for a change request into the JD Edwards EnterpriseOne Contract and Service Billing system.
Enter the pay item number as defined by the owner. This field is alphanumeric and can be up to 15 characters in length. It is recommended that you use numeric information for this pay item number.
Enter additional text that further describes or clarifies an element.
Processing options enable you to specify the default processing for programs and reports.
Specify whether the system runs the Contract Commit program in proof or final mode. You should run the program in proof mode before you run it in final mode so that you can view the report that the system generates. After you review the report and make any necessary changes, run the program in final mode. When you run the program in final mode, the system updates the appropriate tables and generates a report. Values are:
0: Proof mode.
1: Final mode.
Specify the detail status code that the system assigns to a contract account in a detail line when you commit the line item to the JD Edwards EnterpriseOne Contract and Service Billing system. Confirm that the status code has been set up in the Change Request Detail Status Code Update program (P53101). Values are:
A: Approved
B: Best
M; Memo
P: Pending
Q: Quoted