Selecting Products for Contract Lines
This section provides an overview of selecting products for contract lines and discusses how to select products to add to a contract line.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_OFFERING_SRCH |
Search for and select products to be added to a contract. From this page, you can also create and add ad hoc products to a contract line. |
When you select a product onto a contract line, the system creates a single contract line. If products or services are sold as part of a product kit (a collection of products), then when you select a product kit onto a contract, the system creates an individual contract line for each product within the product kit. When selecting products for government contracts, you can select from amount- and rate-based product types. You can add any combination of these contact line types onto the same contract according to your business needs. For rate-based contract lines associated with a fee type other than None (cost-plus), you must assign the fee type on the Add Contract Lines page so that the various contract pages appear with the appropriate fee information after the product is added to the contract.
The Add Contract Lines page provides a number of automation features to reduce the amount of data entry needed after the product is added to the contract. For example, by assigning billing or revenue plan templates to the products, the system automatically creates billing and revenue plans for the contract lines, combining contract lines onto the same billing and revenue plans where applicable. For rate-based contract lines that are assigned a fee type (cost-plus), you can use billing and revenue plan templates to automatically create billing and revenue plans, but the contract lines cannot be combined onto a single billing or revenue plan, even if they use the same fee type, because the various fees must be managed separately for each individual contract line.
When using templates to automatically create billing and revenue plans, only certain billing and revenue plan methods can be used for your amount- and rate-based contract products.
|
Contract Line Price Type |
Eligible Billing Method |
Contract Line Price Type |
Eligible Revenue Method |
|---|---|---|---|
|
Amount |
|
Amount |
|
|
Rate (Time and Material) |
|
Rate (Time and Material) |
As-Incurred |
|
Rate (Cost-Plus) |
As-Incurred |
Rate (Cost-Plus) |
As-Incurred |
Use the Add Contract Lines page (CA_OFFERING_SRCH) to search for and select products to be added to a contract.
From this page, you can also create and add ad hoc products to a contract line.
Navigation:
Click the Add Contract Lines button.
This example illustrates the fields and controls on the Add Contract Lines page. You can find definitions for the fields and controls later on this page.
Search Products
Use the Search Products group box to search for predefined amount- and rate-based contract products. Optionally, filter the search using this search criteria:
Field or Control |
Description |
|---|---|
Product Group |
Select a product group. Product groups are optional. If they are set up, they provide a logical grouping of products. |
Product |
Search for products by entering all or part of a product name. |
Product Description |
Search for products by entering all or part of a product description, as entered on the Product Definitions page. |
Price Type |
Search for products by price type associated with the product. Select from a price type of Amount or Rate. |
Physical Nature |
Search for products by the physical nature if this criterion is assigned to the product on the Product Definitions page. Select Goods or Services. |
Product Kits |
Select this check box to search only for product kits. |
Search |
Click the Search button for the system to carry out the search based on the search criteria that you entered. The Search Results grid will be populated with all products that meet the criteria. |
Search Results: General Tab
In the Search Results grid, the system displays the products that meet the search criteria.
To add products to the contract, select the check box and click Add Contract Lines, , but remain on the Add Contract Lines page. When you select multiple products, the system adds each selected product to the contract as a new contract line.
Field or Control |
Description |
|---|---|
Product |
Displays the product identifier defined for the product on the Product Definition page. |
Price Type |
Displays the price type associated with the product. Values include:
|
Physical Nature |
Displays the physical nature of the product if one was assigned on the Product Definition page. |
Product Kit |
Displays whether the product is part of a product kit. |
Fee Type |
Select a fee type to assign to products with a price type of Rate to enable cost-plus functionality to be used for the contract line. |
Start Date |
Enter a start date for the contract line. The value that you enter here populates the Contract - Lines page. The system uses this start date to initiate billing for products with recurring price types. In addition, if this contract line is associated with a template with a basis date source option of Contract Line Start Date, then the system uses this start date when populating events on the contract line. Note: You must enter a value in the Contract Line Start Date field if a template with a basis date source option of Contract Line Start Date is associated with the product that you are adding to the contract. Note: This field is not available for entry if you selected the Product Kits check box in the Search group box. |
End Date |
Enter an end date for the contract line. The value that you enter here populates the Contract - Lines page. The system displays the latest end date from all contract lines that are defined for the contract on the Contract - General page. Note: This field is not available for entry if you selected the Product Kits check box in the Search group box. This field is also not available for entry if you selected Recurring in the Price Type field. |
Quantity |
Enter the quantity of the product selected. |
UOM (unit of measure) |
Displays the default unit of measure assigned to the product. You can select a different unit of measure from those values previously defined for the product. |
Select All |
Select this check box to select all products returned by the search process and to add them to the contract. |
Clear All |
Select this check box to deselect the selection box for any products returned by the search process to be added to the contract. |
Search Results: Templates Tab
Access the Add Contract Lines page: Templates tab (select the Templates tab on the Add Contract Lines page).
This example illustrates the fields and controls on the Add Contract Lines page: Templates tab. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Revenue Plan |
Add a revenue plan template or override the existing revenue plan template before adding the contract line to the contract. Adding a revenue plan template to the contract line enables the system to automatically set up a revenue plan for the contract line once the product is added to the contract and the contract is saved. For rate-based contract lines assigned a fee type (cost-plus), revenue plan templates must use the As-Incurred revenue plan method. Note: When selecting a revenue plan template for contract lines, all active revenue plan templates appear in the drop-down list. However, if a revenue plan template is selected that uses a method that is not valid with the price type, then the system displays an error message when you attempt to add the contract line to the contract. |
Billing Plan |
Add a billing plan template or override the existing billing plan template before adding the contract line to the contract. Adding a billing plan template to the contract line enables the system to automatically set up a billing plan for the contract line once the product is added to the contract and the contract is saved. For rate-based contract lines assigned a fee type (cost-plus), billing plan templates must use the As-Incurred billing plan method. Note: When selecting a billing plan template for contract lines, all active billing plan templates appear in the drop-down list . However, if a billing plan template is selected that uses a method that is not valid with the price type, then the system displays an error message when you attempt to add the contract line to the contract. |
Billing Plan Detail |
Add a billing plan detail template or override the existing billing plan detail template before adding the contract line to the contract. Billing plan detail templates enable you to automatically enter or override data on the Billing Plan - General page. |
Add Contract Lines |
Click to add any currently selected products to the contract. Clicking this button does not automatically return you to the Contract - Lines page, but enables you to perform any additional product searches using the Add Contract Lines page. |
Create Adhoc Product |
Click to access the Create Adhoc Product page, where you can create a new product to use only on this contract. |
Return to Contract Lines |
Click to return to the Contract - Lines page and view newly added contract lines. |
Create Plans from Template
Field or Control |
Description |
|---|---|
Billing Plans |
Select this check box to enable the system to automatically create a billing plan using a specified template when adding the contract line to the contract. Deselect this check box if you do not want the system to automatically create a billing plan using templates when the contract line is added to the contract. |
Revenue Plans |
Select this check box to enable the system to automatically create a revenue plan using a specified template when adding the contract line to the contract. Deselect this check box if you do not want the system to automatically create a revenue plan using templates when the contract line is added to the contract. |
Combine Like Templates
If you choose to combine like templates and you select a revenue or billing plan template with a basis date source option of Contract Line Start Date for more than one product, only products with the same contract line start date are assigned to the same billing or revenue plan. If the start date is different for different products, the system assigns them to separate billing or revenue plans.
Field or Control |
Description |
|---|---|
Billing Plans |
Select this check box to combine multiple contract lines with the same billing plan template into one billing plan. To keep each contract line and its respective billing plan separate, deselect this check box. To combine like billing plans, you must have the same billing plan template and billing plan detail template. Note: This option does not apply to rate-based products associated with fee types (cost-plus) because they are required to have their own billing plan and cannot be combined with other contract lines, even if they have the same fee type. |
Revenue Plans |
Select this check box to combine multiple contract lines with the same revenue plan template into one revenue plan. To keep each contract line and its respective revenue plan separate, deselect this check box. Note: This option does not apply to rate-based products associated with fee types (cost-plus) because they are required to have their own revenue plan and cannot be combined with other contract lines, even if they have the same fee type. |