Considerations for Using Performance Obligation Templates

Keep the following points in mind when creating and updating performance obligation templates:

• Once a performance obligation template is in use, you can only update the Effective End Date field. The Exempt from Allocation, Default Classification, and Effective Start Date fields are read only.
• If you need to update an existing performance obligation template, you must first duplicate it. You can then use the effective start and end dates to indicate when to begin using the new template and when to stop using the old template.
• Templates are eligible for use in the identification process when they:
  • Have an effective start date that's on or later than the Revenue Management accounting contract date and earlier than or on the template's effective end date.
  • The Enabled field = Yes.
• When performance obligations are reidentified while performing material contract modifications, the application applies the template in use at the time of the original contract creation, even if the template was subsequently end dated or disabled.
• If you want to apply a new performance obligation template definition for a contract, you must first discard the contract using the Discard Customer Contracts process. Then when the source document lines for the discarded contract are reidentified, the application uses the current set of enabled and active templates.