Managed Contracts

Overview

A Contract is planned with detailed activities / tasks, milestones and resources. A clearly and unambiguously structured Contract detail definition ensures successful planning, monitoring, and control. The purpose of this functionality is to ensure that Government acquisitions are executed efficiently, on time, and within budget.

General information surrounding the Managed Contract is necessary to effectively carry out all contract management processes.Contracts often require a number of Attachment files to be included.

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Contract Management ► Managed Contracts

Managed Contracts screen fields and Tabs

Fields	Description
Code	Unique alphanumeric Identifier for the Contract, (i) Manujally entered by the user, or (ii) System auto-generated using a Customized Algorithm, depending on the value of the Generate Managed Contract ID parameter (see details in System Parameters > Contract Management in the Admin Module).
Workflow Status	The default value is 'In Preparation'. This is workflow related and can have these possible values: ‘Approval Requested', 'Approved', 'Closed', 'In Execution' and 'Cancelled'.
Reference Number	Refers to an internal number of the Contract used by the user.
Contract Source	User must be able to select 'Original' or 'Amendment' from the Drop Down List.Original' by default
Issue Date	System Date automatically issued at the beginning of Contract registry.
Start Date	Date in which the Contract begins to be valid.
End Date	Last date that the Contract is valid.
Contract Currency	Currency which will be used for all the Contract amounts and transactions. It should be the Original Currency of the Contract or the Domestic Currency of the client.
Contract	Reference from/to the Base Contract.
Contract Type	The Contract Type associated to a Contract. For example: Consulting Services, Goods and Services, Small Works, etc.
Payment Base	Reference to the Payment Base of the Contract such as Lump Sum, Time Base, etc.
Vendor	Reference to the contracted Vendor.
Institution	The Institution Unit that contracts the Vendor.
Contract Manager	Employee in charge of the communications related to the Contract. This Employee must belong to the Institution.
Inspection Manager	Employee in charge of performing Physical Inspections. This Employee must belong to the Institution.
Document	Reference to the Procurement Document to which this Contract is associated.
Original Currency	Original Currency of the Contract. Default value is the Domestic Currency of the client.
Institution Signing Date	Date when the Institution signs the Contract.
Vendor Signing Date	Date when the Vendor signs the Contract.
Total Amount	Total amount of the Contract.
Taxes Amount	Total amount of Contract Taxes.
Other Charges Amount	Total amount related with Other Charges of the Contract.
Net Total Amount	This attribute is calculated automatically by the System with the following formula: Contract Total Amount – Taxes Amount – Other Charges Amount.
Original Total Amount	Total amount of the Contract in its original currency.
Physical Current Progress	Current Physical Progress of the Contract which is updated depending on Line Items Physical Progresses.
Payment Current Progress	Current Payment Progress of the Contract which is updated depending on Line Items Payment Progresses.
Language	Language Used.
Abbreviation	Provide the short form of the Contract.
Description	Short Description of the Contract.
Reason For Cancelling	The user must explain the reasons behind the cancelling of a Contract. It is mandatory when the contract reaches the Cancelled status.
Reason For EarlyClosure	The user must explain th reasons behind an early closure of the Contract.
Initial Execution Fiscal Year	Filter criteria to filter the report by Initial Execution Fiscal Year.

Line Item

Overview

Since Managed Contracts can cover multiple years, Contract Planning must be done through Line Item Drops. Drops allow planning Contract deliverables in different fiscal years by registering drops with delivery dates in different fiscal years.

Each Drop can be associated with one or more Goods/Services Receive Notes (GSRN) which is registered in the Assets and Inventory System. Also, each Drop can have associated one or more Inspections. With these GSRN and Inspections, Contract Management System can validate Drops Receptions, Acceptances, and Payments.

Drops have a status which reflects the different stages of the Drop flow. Setting Drops as Received status depends on Drop Physical Current Progress must be equal to 100%.

Drop status of Acceptance is a requirement to authorize Contract Payments. However, the complete behavior of Drop Change Status is defined in Drop Workflow Configuration.

When a Drop (or Work Item) is finished, the public employee should officially receive that Drop registering this action in the system. Only is possible to receive drops for contracts with status equal to In Execution.

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Contract Management ► Contract Line Item Drops

Line Item screen fields and Tabs

Field	Description
Managed Contract	Managed Contract related to the Line Item Drop.
Line Item	Line Item associated with the Managed Contract, the list of Line Items to select from will be generated based on the Managed Contract.
Drop ID	Unique automatically generated identifier for the Drop
Delivery Date	Delivery Date of the Line Item Drop, last day for receiving the goods, services or works
Status	Status of the Status Line Item Drop, may be: Planned, Ready for Execution, In Execution, Received, Approval for Acceptance Requested, Accepted, or Cancelled
Fiscal Year	Fiscal Year of the Line Item Drop
Amount	Monetary Amount of the Line Item Drop
Prorated Cost	Prorated Cost of the Line Item Amount. Automatically calculated with the following formula: Drop Amount/Line Item Amount.
Quantity	Quantity of items for the drop
Current Physical Progress	Percentage representing the current physical progress/reception of the Drop. Progression ranges from 0% to 100%.
Current Payment Progress	Current progress of the payment for the Line Item Drop.
Language	Language used to register information
Abbreviation	Short name given for the Line Item Drop
Description	Short Description of the Line Item Drop.
Comments	Any comments or related information about the Line Item Drop
Inspection Tab	Collection of one or many Physical Inspections for the drop. Inspections include advances or percentages of progress of each Drop (or Work Item).
Receive Return Note Detail Tab	Collection of one or more Receive Note Details related with this Drop.

Guarantee

Overview

Contracts may be created with stipulated guarantees. Details surrounding a Guarantee will be entered and attached to a Contract. Guarantee Types include: Advance Payment Bond and Performance Bond.

Guarantee screen fields and Tabs

Fieds	Description
Reference Number	Reference Number of the Guarantee.
Guarantee Type	Reference to the Guarantee Type such as Bid Bond, Advance Payment Bond, Performance Bond, etc.
Status	Possible values: Active, In Use, or Expired. The default value is Active. This attribute is manually entered by the user, but it can be automatically updated by the System.
End Date	Date when the Guarantee Period ends.
Maximum Amount	Represents the Maximum Guaranteed Amount. This attribute must be entered in the currency of the Contract in the Managed Contract screen. The System must show the currency symbol in the screen.
Language	Language used.
Abbreviation	Short form of the Guarantee.
Description	Brief description of the Guarantee.
Comments	Brief comments related to the Guarantee.

Attachments

Overview

System allows to attach files to support the guarantee process.

Attachments screen Fields

Field	Description
ID	Consecutive number auto generated by the system. It will be unique within the system.
Language	Country specific language for the title and description.
Title	Title of the Attachments.
Description	Description of the attachments.
Attachment	System allow to selete and upload supporting file. File type can be: pdf, doc, xls, jpg, etc.
Date Time	Date and Time of the last operation performed on the attachment document. Visible for the user. Automatically assigned by the system.
User	Last user who uploaded or updated the document. Visible for the user. Automatically assigned by the system.
Language	Mandatory field, language of the document. The system will suggest the default language; however the user can change such language.

Guarantee Coding Block

Overview

This entity contains the collection of Coding Blocks used in Guarantee entity used for Contracts. It is a collection because Coding Blocks are registered per Fiscal Year and Contracts can be multi-year.

Guarantee Coding Block screen fields

Field	Description
Fiscal Year	Fiscal Year which the Coding Block is active
Coding Block	Ledger Coding Block. This Coding Block it is used in FA to register the Guarantee. Search function to the COA Group with attribute ‘Budget Execution’ equal to ‘True’.

Final Assembled Attachment

Overview

Managed Contracts supports attaching documents to a Contract. The Final Assembled Attachment is a collection of attached files to a particular Contract. When a Final Assembled Attachment is under Original status, the user can add, change, or remove files from the collection of attachments. So long as the Contract status has not been set to In Execution and the Final Assembled Attachment status is set to Original, modifications can be made to the collection of Attachments.

After the Contract has been set to In Execution, the Final Assembled Attachment can only be changed through Amendments. When a file Attachment has been removed from the collection of Final Assembled Attachments, the file will have Removed status. When a new file is attached, it will hold New status. When a file Attachment is updated, the old version will remain with Replaced status and the new version will have Replacement status.

Final Assembled Attachment screen fields

Field	Description
ID	Consecutive number auto generated by the system. It will be unique within the system.
Order	Defines the order of how the attached file should be assembled or printed.
Status	This field can have the following values: Original, New, Replaced, Replacement, and Removed. The default value will be Original.
Language	Language used.
Title	Name of the Attachment.
Description	Description of the Attachment.
Date Time	Defines the Date and Time of the Attachment.
User	Represents the user who uploaded the Attachment
Attachment language	Language of the document.

Contract Section

Overview

Each Contract can have a collection of one or many Sections related, including the order of such Sections. Such information will be inherited from the Contract Type selected, however the user can change the order, discard some Sections and add more Sections from the catalogue.

Field	Description
Order	The order number will be inherited from the Contract Type; however the user can change it. The System will ensure that no two sections within the same Contract have the same number.
Inherited	Defines whether the Contract Section was inherited or not.
Completed	This value is false (unchecked) by default. Every time, the user changes this value to true (checked). The System will record the time stamp in the field Completion Date. If the user changes this value to false (unchecked), in order to make changes, the System will assign blank to the field Completion Date.
Document Section	Reference to the Section Catalogue.
Completion Date	Automatically populated by the System with the date and time when the Completed field changes its value to true (checked).This field is visible to the user. The default value will be blank.

Managed Contract Requirement

Overview

The Contract can have zero or more Vendor Validation Rules which can be used as requirements of the contract. Also, additional requirements can be defined as Contract Sections.

Vendor Validation Rules may already exist as part of the Procurement Document for FreeBalance customers using (PEM) Public Expenditures Management, or (PEGP) Public Electronic Government Procurement.

Managed Contract Requirement screen fields

Fields	Description
Vendor Rule	The validation rules or requirements that Vendors must comply to sign a Contract. It represents the criteria set up to manage the Vendors of the contracts.

Contract Funding Source

Overview

One or more Funding Sources can be associated with a Contract, for instance: Donators, Financial Organizations, Government, etc.

Contract Founding Source screen fields

Fields	Description
Funding Source	Reference to the Funding Source base entity such as Federal Government, World Bank, International Monetary Fund, etc.
Amount	Amount given by the Funding Source organization for the Contract. This attribute must be entered in the currency of the Contract. The System will show the Currency symbol in the screen. The sum of amounts of all the Funding Sources must be less or equal to the Total Amount in the referenced Contract. The attribute is not mandatory because some Funding Sources could provide materials, products, etc. not necessarily money.
Language	Language used.
Funding Detail	Provides details of the Funding. For example, details of the materials, products, or any other Funding Source. This attribute is mandatory if the Amount field is empty.

Create a Managed Contract based on a Base Contract

Overview

Creating a new Managed Contract may be based on a previous Base Contract existing in the system. Most of the Base Contracts are associated with assets contracts; for instance, contracts surrounding maintenance or leasing of an asset. Within the system, only Base Contracts can be associated to Asset Items.

This process will start when creating a new Managed Contract. If a valid 'Document' is selected when creating a new Managed Contract, the system automatically will copy the information from the existing Base Contract to the current Managed Contract. Changes to any of the copied values may be made.

An existing Base Contract only can be referred once. When the referred Base Contract, the system must validate this condition.

To CREATE a Managed Contract based on a Base Contract, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon (you will then be in Insert Mode).

2. Find the Base Contract you want to base a Managed Contract on.

Click on the Look up Icon located next to the Document Field. .
Enter the information to be used as retrieval criteria in the appropriate field(s). If you prefer to see all Contracts, leave all fields blank.
Click Find .

3. Select the Base Contract you want to base a Managed Contract on.

Note: An existing Base Contract can only generate one Managed Contract.

Note: The system will automatically copy the information from the existing Base Contract to the current Managed Contract.

4. If required, Enter Managed Contract Fields with an asterisk , which are mandatory fields that must be filled in.

5. Make necessary Modification to the new Managed Contract, refer to Modify a Managed Contract for more information.

Note: Modifications can be made on any value copied from a Base Contract.

6. Click on the Save icon at the bottom of the Managed Contracts page to save your new Managed Contract information. A window will appear to confirm.

Create a Base Contract based on a Managed Contract

Overview

Creating a new Base Contract may be based on a previous Managed Contract existing in the system. Most of the Base Contracts are associated with assets contracts; for instance, contracts surrounding maintenance or leasing of an asset. Within the system, only Base Contracts can be associated to Assets.

This process will start when creating a new Managed Contract by clicking the 'Create Base Contract' icon. This button only will appear after the Managed Contract has been created and if the Managed Contract is not associated with an existing Base Contract. When a Base Contract is created, the system will save the new Base Contract with the information saved in the existing Managed Contract.

An existing Managed Contract can generate only one Base Contract. The button 'Generate Base Contract' only will be enabled if the existing Managed Contract hasn't generated a Base Contract until that moment.

To CREATE a Base Contract based on a Managed Contract, follow the steps below:

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By default, you will be in Search Mode.

1. Find the Managed Contract you want to base a Base Contract on.

Enter the information to be used as retrieval criteria in the appropriate field(s). If you prefer to see all Managed Contracts, leave all fields blank.
Click Find .

2. Select the Managed Contract you want to base a Base Contract on.

Note: An existing Managed Contract can only generate one Base Contract.

3. Select the Create a Base Contract Button at the bottom of the Managed Contract Screen.

Note: The Create a Base Contract Button will appear only after the Managed Contract has been created and if the Managed Contract is not associated with an existing Base Contract.

4. The system will display the following confirmation message.

5. Click Okay to Confirm the Creation of a Base Contract based on this Managed Contract or click Cancel to cancel the creation of a Base Contract based on this Managed Contract.

Note: If the user confirmed the action, attributes will be copied from the Managed Contract to the Base Contract.

Note: If the process is successful the system will assign a Contract ID for a Base Contract, which will appear on in the Contract field of the Managed Contract screen.

6. Click the Update Icon at the bottom of the screen to save your new Base Contract.

7. The following message will be displayed to the user indicating the process was successful, select Okay.

Workflow Transitions for Managed Contracts

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(By default, you will be in Search Mode.)

Overview

The Managed Contracts screen contains the general information for a Managed Contract. Managed Contracts have a specific workflow that enables a managed contract to move from the In Preparation stage to the Closed stage. Illustrated below is the Managed Contracts Workflow:

The following workflow transitions are manual. Listed below is the list of Manual Workflow Transitions illustrated above. This table indicates the transition name, previous status required, and the next status of a managed contract.

Manual Workflow Transition
Transition Name	Previous Status	Next Status
Prepare Contract (enter information)	None	In Preparation
Request for Approval	In Preparation	Approval Requested
Approve	Approval Requested	Approved
Reject	Approval Requested	In Preparation
Cancel	In Preparation, Approval Requested, In Execution	Cancelled
Start Execution	Approved	In Execution
Close	In Execution	Closed

Request Approval for a Managed Contract

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Overview

In order to approve a Contract, all mandatory information in Managed Contract entity and Line Item entity is required. This means, all the information for an Approved Contract is located in these both entities.

Before approving, users can add additionally Contract information such as Drops, Planned Inspections, Planned Payments, etc. but they are optional in that moment. Also, this additional information can be added after Contract approving. A Contract in Approval Requested status is available to be set to Approved status.

To REQUEST APPROVAL for a Managed Contract, follow the steps below:

Find the Managed Contract which you would like to change status to Approval Requested (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Request Approval for a Managed Contract, the Managed Contract status must be Created.

Note: Once approval is requested, changes to the Managed Contract are no longer permitted.

Note: After approval is requested the next step for the Managed Contract maybe: Approved or Rejected by Supervisor, or Cancelled (refer to Workflow Transitions for Managed Contracts for more information).

Select the Managed Contract you would like to Request Approval for.
Select Request Approval from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. If necessary, add a description in the Step Note field in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the transition.
Upon clicking the Finish icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

To verify that the Managed Contract status is set to Approval Requested

Open the Managed Contract screen and check that the Status field is set to Approval Requested:

Approve a Managed Contract

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Overview

In order to Approve a Contract, all mandatory information in Managed Contract entity and Line Item entity is required. All the information for an approved Contract is located in both the Managed Contract and Line Item.

Before approving, users can add additionally Contract information such as Drops, Planned Inspections and Planned Payments. Additional information can be added after Contract approving.

An Approved Contract is available to be set to In Execution status, where its conditions will take effect.

To APPROVE an Approval Request for a Managed Contract, follow the steps below:

To OPEN a Managed Contract you wish to Approve, follow the steps below:

Note: By default, users defined to approve Managed Contracts will receive an Internal Message. The System automatically generates this internal message because another user has Requested Approval to a Managed Contract:

Open the message by selecting it; this will open a new window:

Select the Lookup icon on the new window to locate the Managed Contract you wish to Approve.

Or, you can navigate to the module and search for the Managed Contract you wish to Approve. To do this Go to Step 3 below.

Find the Managed Contract which you would like to change status to Approved (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Approve a Managed Contract, its status must be Approval Requested.

Note: Once Managed Contract request for approval is Approved, no further modifications can be made to a Contract (refer to Workflow Transitions for Managed Contracts for more information).

Select Approve from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. Add a description in the Step Note in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
Upon clicking the Finish icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

To verify that the Managed Contract status is set to Approved

Open the Contract Contract screen and check that the Status field is set to Approved:

Start Executing a Managed Contract

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(By default, you will be in Search Mode.)

Overview

The Managed Contracts screen contains the general information for a Managed Contract. A contract can be set to In Execution from the Approved status by a user with the proper authority. Also, a Contract may not reach the In Execution status unless all Contract Planning information consisting of: Line Items, Drops, Planned Inspections, and Planned Payments are entered. Refer to Contract Planning Validation for more information.

To Set a Contract as IN EXECUTION, follow the steps below:

To OPEN a Contract you wish to set as In Execution, follow the steps below:

Note: By default, users defined to oversee setting Contracts In Execution will receive an Internal Message:

Open the message by selecting it; this will open a new window:

Select the Lookup icon on the new window to locate the Contract you wish to Set to In Execution.

Or, you can navigate to the module and search for the Contract you wish to set to In Execution. To do this Go to Step 3 below.

Find the Contract which you would like to change status to In Execution (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Set a contract as In Execution, Contract status must be Approved.

Note: Once Managed Contract is In Execution, the next Status for the Managed Contract may be Closed or Cancelled refer to Workflow Transitions for Managed Contracts for more information.

Select Start Execution from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. Add a description in the Step Note in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the transition.

Upon clicking the Finish icon a window will be displayed confirming the Contract Workflow Transition was executed.

Click Ok on the Workflow Transition Executed window. The Contract status is now set to In Execution.

Close a Managed Contract

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Overview

Contract Closure process changes the Contract Status to Closed. Refer to Contract Closure Conditions for more Information.

To CLOSE a Contract, follow the steps below:

1. OPEN the Contract you wish to Close.

Note: By default, users defined to close Contracts will receive an Internal Message:

Open the message by selecting it; this will open a new window:

Select the Lookup icon on the new window to locate the Managed Contract you wish to Close.

Or, you can navigate to the module and search for the Managed Contract you wish to Close. To do this, go to Step 3 below.

Find the Managed Contract which you would like to change status to Closed (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Close a Contract, Contract status must be In Execution.

Note: For a Contract, Closed is the last status (refer to Workflow Transitions for Managed Contracts for more information).

Select Close from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. Add a description in the Step Note in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
Upon clicking the Finish icon a window will be displayed confirming the Contract Workflow Transition was executed:

Click Ok on the Workflow Transition Executed window. The Contract status is now set Closed:

Contract Closure Conditions

Contract Closure process changes the Contract Status to Closed (refer to Workflow Transitions for Managed Contracts for more information).

In order to Change Contract Status to Closed, Contract must accomplish with the following conditions:

Contract current status must be equal to In Execution (refer to Start Executing a Contract for more information).
Contract End Date must have been reached (refer to Managed Contract for more information).
Contract Physical Current Progress must be equal to 100% (refer to Managed Contract for more information).
If parameter Validate Payment against Drops is equal to true, then Contract Payment Current Progress must be equal to 100% (refer to Contract Management System Parameters for more information).
All the Line Items which belong to the Contract must have status equal to Accepted (refer to Line Item for more information).
All the Payments which belong to the Contract must have status equal to Approved (refer Approve a Normal Payment or Approve an Advance Payment for more information).
No Payment Retention(s) with attribute Payment Retention Active equal to true (Non-Active Retention(s)) (refer to Contract Payment Retention for more information).

For Early Termination of a Contract, the Contract must accomplish the following conditions:

Contract current status must be equal to In Execution (refer to Start Executing a Contract for more information).
A group of Line Items which belong to the Contract must have status equal to Accepted and the rest of Line Items must have status equal to Cancelled (refer to Line Item and Contract Line Item Drops for more information).
A group of Payments which belong to the Contract must have status equal to Approved and the rest of Payments must have status equal to Cancelled (refer to Workflow Transitions for Normal Payments or Workflow Transitions for Advance Payments for more information).
No Payment Retention(s) with attribute Payment Retention Active equal to true (Non-Active Retention(s)) (refer to Contract Payment Retention for more information).
In the case of an Early Termination, the System will prompt users to enter Reasons for Early Closure.

Cancel a Managed Contract

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A Contract can be Cancelled from the In Preparation, Approval Requested, or In Execution status. When a user cancels a Contract a Reason(s) for Cancelling must be explained. The conditions of a Cancelled Contract no longer take effect.

To CANCEL a Contract, follow the steps below:

OPEN the Contract you wish to Cancel.

Note: By default, users defined to close Contracts will receive an Internal Message:

Open the message by selecting it; this will open a new window:

Select the Lookup icon on the new window to locate the Managed Contract you wish to Cancel.

Or, you can navigate to the module and search for the Managed Contract you wish to Cancel. To do this, go to Step 3 below.

Find the Managed Contract which you would like to change status to Canceled (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Cancel a Contract, Contract status may be: In Preparation, Approval Requested, and In Execution (refer to Workflow Transitions for Managed Contracts for more information).

Note: Once Cancelled the System will allow the creation of a new contract with the same Procurement Document and Vendor.

Select Cancel from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. Add a description in the Step Note in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
Upon clicking the Finish icon a window will be displayed confirming the Contract Workflow Transition was executed:

Click Ok on the Workflow Transition Executed window. The Contract status is now set Cancelled:

Reject a Managed Contract

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Rejecting a Contract will prevent it from being included in the System as Approved. The conditions of a Rejected Contract do not take effect.

To REJECT an Approval Request for a Managed Contract, follow the steps below:

OPEN the Contract you wish to Reject.

Note: By default, users with authority to Reject a Contract will receive an Internal Message:

Open the message by selecting it; this will open a new window:

Select the Lookup icon on the new window to locate the Managed Contract you wish to Reject.

Or, you can navigate to the module and search for the Managed Contract you wish to Reject. To do this, go to Step 3 below.

Find the Contract which you would like to change status to Rejected (see details in Searching for Records or Elements in the APPENDIX).

Note: In order to Reject a Managed Contract, Managed Contract status must be Approval Requested.

Note: Once Contract has been Rejected, the Contract status will change to In Preparation (refer to Workflow Transitions for Managed Contracts for more information).

Select Reject from the drop down list in the Transition field:

A Transition window will be displayed confirming the Transition. Add a description in the Step Note in the Transition window:

Click on the Finish icon to complete the Transition transaction, or click the Discard icon to abort the Transition.
Upon clicking the Finish icon a window will be displayed confirming the Managed Contract Workflow Transition was executed:

Click OK on the Workflow Transition Executed window. The Managed Contract status is now set back to In Preparation:

Planning a Contract

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To PLAN a Managed Contract, follow the steps below:

Find the Managed Contract you would like to Plan (see details in Searching for Records or Elements in the APPENDIX).
Click on the Managed Contract you want to Plan.
Select Line Item tab at the bottom of the Managed Contract screen.
Note: Once a Contract is selected the System will automatically load a selectable list of the Line Items.

To add Drops, refer to the Create a Contract Line Item Drop instructions.
To add Inspections, refer to the Create a Contract Inspection instructions.

Note: Once Line Items, Line Item Drops, and Inspections information has been entered the Managed Contract screen will display this information in View Mode.

Click on the Update icon at the bottom of the Managed Contract screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm: