Customer contract data correction usability enhancements
Revenue managers can search contract records with enhanced filters and bulk selection controls to locate rejected or invalid contract lines, apply corrective actions, and confirm changes in a single view.
The enhanced Correct Customer Contract Errors in Spreadsheet workbook provides additional search filters for errors at the source document, source document line, source document subline, and source document additional subline levels. Search criteria include source document number, source document date range, bill-to customer account and site, item number, memo line, subline type, satisfaction measurement date, additional satisfaction event, and fulfillment date.
Enable the Customer Contract Data Correction Usability feature opt-in to accumulate corrections from multiple users and process them together in a single validation run. Select Upload to save changes without validation, then select Submit when you are ready to run the Validate Customer Contract Source Data scheduled process.
The workbook also prevents unsupported status changes between Financial Cloud and third-party source lines, prevents direct purging of Financial Cloud lines, and records audit information for purged records.
Business Benefits include:
- Reduces the time required to locate and correct customer contract source document errors, especially for high-volume data.
- Provides more precise searches across source documents, source document lines, source document sublines, and source document additional sublines error worksheets.
- Lets you save corrections before running validation, giving you greater control over when the Validate Customer Contract Source Data process runs.
- Improves data integrity by preventing unsupported status changes and direct purging of Financial Cloud source lines.
- Strengthens auditability by recording purging activity from the spreadsheet.
Steps to enable and configure
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Financials No Longer Optional From: Update 27B
Tips and considerations
- For date searches, if you enter only a From date, the To date defaults to the same date. The To date must not be earlier than the From date.
- Use the source document number and customer account or site filters to reduce large result sets.
- With the opt-in enabled, Upload saves changes only; Validation begins only after you select Submit.
- You can’t change a line between Financial Cloud line not processed and third-party line not processed statuses.
- Financial Cloud lines can’t be purged directly. Move an eligible line to Rejected before purging it.
- Purging activity is audited across all error worksheet tabs.
Access requirements
No new access requirements.