Reviewing Contract Summaries
This section discusses how to review contract summaries.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_CONTR_SUM_PNL |
Review contract summary details. |
Use the Contract Summary page (CA_CONTR_SUM_PNL) to review contract summary details.
Navigation:
This example illustrates the fields and controls on the Contract Summary page. You can find definitions for the fields and controls later on this page.
This page displays the contract type, contract classification, contract status, customer information, contract business unit, contract signed date, and other vital contract data. Links appear for the contract number and amendment number to navigate you directly to the contract or amendment as needed.
Field or Control |
Description |
|---|---|
Total Billed |
Displays the total amount after billing finalization (BIIVC000) and the Projects/Contracts Interface process (BIPCC000) are complete. This amount also includes any progress payment bills, prepaid bills, and any progress payment liquidation or prepaid utilization amounts. This is the actual amount sent to the customer. |
Total Collected |
Displays the total amount that is collected to date including any applicable sales tax. A difference may exist between the total billed and total collected amounts because the total collected amount includes sales tax. The value for this field comes from the Accounts Receivable payment data. If Accounts Receivable is not installed, 0 (zero) appears in this field. |
Total Revenue Recognized |
Displays the total revenue amount booked to the general ledger to date after the Retrieve GL Updates process (CA_LOAD_UPD) runs. |
Revenue Forecasted |
Displays the current summarized revenue forecast data for the contract. |
Contract Amounts
Field or Control |
Description |
|---|---|
Awarded Cost |
Displays the summarized total of awarded costs for cost-plus contract lines. This amount is entered on the Contract Amounts page for individual contract lines and represents the total awarded costs from the government for the contract lines. |
Awarded Fee |
Displays the total awarded fee amounts associated with cost-plus contract lines. In specified cost-reimbursement pricing arrangements, the awarded fee represents an agreed-to amount, beyond the initial estimate of costs, allowed as profit. This amount is entered on the Contract Amounts page for individual contract lines and represents the total awarded fees allowed by the government for the contract lines. |
Awarded Subtotal |
Displays the calculated subtotal of the total awarded costs and total awarded fees for contracts containing cost-plus contract lines. |
Awarded T&M (awarded time and materials) |
Displays the summarized total of any awarded amounts entered for rate-based contact lines not associated with fees (not cost-plus). This amount is entered on the Contract Amounts page and represents the full amount of the contract awarded by the government for those contract lines. |
Fixed Price |
Displays the summarized total amount defined for amount-based contract lines associated with the contract. |
Total Contract Value |
Displays the summarized total of the values displayed in the Awarded Subtotal field, the Awarded T&M field, and the Fixed Price field. |
Note: Contract line and transaction limit amounts are not included in the totals calculations.
Contract Lines
This region lists details related to the contract lines associated with the contract, including the contract line number, product description, price type, and so on.
Field or Control |
Description |
|---|---|
Status |
Displays the status for the contract line. Canceled contract lines also appear on this page. For amount-based contract lines, if the contract line was canceled retroactively, the system displays a gross amount value of zero. If the contract line was canceled as of a certain date, the system displays the contract line gross amount value as of that date. |
Fee Type |
Displays the fee type, if any, associated with the contract line. Cost-plus contract lines are rate-based lines associated with a fee type of Fixed, Award. Incentive, or Other. Non-cost-plus contract lines are associated with a fee type of None. |
Gross Amount |
Displays the fixed price amount associated with amount-based contract lines. |
Estimated Amount |
Displays the total amount entered for rate-based contract lines on the Create Forecast page. |
Awarded Amount |
Displays the total of any awarded amounts entered for a rate-based contact line. The award amounts are entered on the Contract Amounts page and represent the full amount of costs and fees (if applicable) awarded by the government for the contract line. |
Start Date |
Displays the start date entered for the period of performance for the contract line for rate-based contract lines. For amount-based contract lines, this field displays the start date entered on the Contract Lines page. |
End Date |
Displays the end date entered for the period of performance for the contract line for rate-based contract lines. For amount-based contract lines, this field displays the end date entered on the Contract Lines page. |
Billing Plan |
Displays the billing plan status, as a link, for any billing plan defined for the contract line. Click the link to access the Billing Plan General page to view more detailed information about the contract line's billing plan. |
Revenue Plan |
Displays the revenue plan status, as a link, for any revenue plan defined for the contract line. Click the link to access the Revenue Plan page to view more detailed information about the contract line's revenue plan. |
Related Projects
This region includes information about any projects, including the project business unit, the project description, and the project status, associated with the contract on the Related Projects page.
Field or Control |
Description |
|---|---|
Project |
Displays the project ID of any projects associated with this contract, as a link. Click the link to access the Project Summary page for the associated project. |
Contract Milestones
This region includes information about any milestones associated with the contract, the status of the milestone, and whether the milestone affects billing or revenue.
Field or Control |
Description |
|---|---|
Milestone ID (milestone identifier) |
Displays the milestone identifier for any milestones associated with the contract, as a link. Click the link to access the Contract Milestones page for the contract. |
Milestone Status |
Displays the status of the milestone. |
Billing Impact |
Indicates whether this milestone affects billing plans that are associated with this contract. |
Revenue Impact |
Indicates whether this milestone affects revenue plans that are associated with this contract. |