Amendment Statuses

Amendment status controls when you can enter data into the system for an amendment, when the system can process an amendment, and when an amendment has been made effective. An amendment has four status values: pending, ready, complete, and cancelled.

Term	Definition
Pending	Default status when you first create an amendment. All fields on a contract that are available for amendment processing are editable. A contract can have only one pending amendment at any given time. You manually update the status of an amendment from pending to either ready or cancelled. Once you have saved an amendment as cancelled, you cannot set the status back to pending.
Ready	A contract can have only one ready amendment at a time. You manually update the status of an amendment to ready on the Amendment Details page after you have captured all the information associated with the amendment. When you select a status of ready and click Save, the system performs edit checks to ensure that the following are true: If the amendment added a fixed amount contract line, you must have selected the Allocation status as Complete on the Amendment Billing Allocation page and Amendment Revenue Allocation page. You do not need to select this check box for rate-based contract lines. You access the Amendment Billing Allocation page and Amendment Revenue Allocation page by clicking the Amount Allocation link on the Contracts - General page or clicking the Amendment Amount Allocation link on the Amendment Details page. If the amendment added a contract line, the accounting distributions on the Accounting Distribution page must reference a valid general ledger ChartField combination. You can manually update the status of a ready amendment to pending (if that contract has no current pending amendments) or cancelled. Once you have saved an amendment to a cancelled status, you cannot set the status back to ready.
Completed	The system updates the amendment status from ready to completed through Amendment Processing. For an amendment to be picked up by Amendment Processing, the status of the amendment must equal ready, and the amendment process date must be less than or equal to the run date that you specify on the Processing Amendments page. Once an amendment is completed, the details that you specified within that amendment are added to the contract. You can think of an active contract as the sum of the original contract plus any subsequent completed amendments applied to that contract. You can review the details of past amendments on the Contract - Amendments page. Note: When you first activate a contract, the system considers that activation the first contract amendment (amendment number 0000000000).
Cancelled	You can manually change the status of an amendment from pending or ready to cancelled. Once you have set an amendment to cancelled and clicked Save, that amendment is no longer editable. Once an amendment has been set to a status of complete, it has become part of the active contract. You cannot change the status of an amendment from complete to cancelled. To cancel the effect of a completed amendment, you must initiate a new amendment to reverse the completed amendment.