Edit the details of the contract

To edit contract details:

1. Navigate to the home page of the contract.

2. Click and select Edit Details from the menu.

   The Edit Contract Details page is displayed.

   Alternatively you can access the Details page from the Project/Dept Summary page. Click the drop-down arrow for the contract, and select Edit Details from the menu. The Contract Details page is displayed.

3. Edit the information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Details

   Field	Description
   Framework Agreement Reference	Call off contracts only - information only. The reference of the parent framework agreement from which the call off was created.
   Reference	The reference ID of the contract. Only manual references can be edited. If edited, any documents added to the contract prior to this change will retain the original reference number.
   Business Unit	The business unit in which the contract is located. Cannot be edited.
   Project/Dept	The project/dept in which the contract is located. See Move contracts to a different project/dept for details of relocating the contract to a different project/dept.
   Contract Name	The name of the contract.
   Country of Operation	The country of operation of the contract.
   Contract Time Zone	The time zone in which the contract operates.
   Category	The category of the contract, selected from a list defined by the project/dept administrator (see Tender/contract category values for information on managing these categories).
   Cost Centre	The cost center code of the contract.
   External Reference	An external reference to the contract, e.g. from an ERP system.
   Description	A description of the contract. Note This description will be visible to the contractor if the Contractor Portal is used.

   Financials

   Field	Description
   Currency	The base currency for the contract. Cannot be edited once a communication (in any currency) has been created. See Contract currencies.
   Contract Award Value	The award value of the contract. Cannot be edited once a communication has been added to the Approved Contract Change reporting category.
   Approved Contract Budget	The value of the approved budget of the contract.
   Initial Not to Exceed Contract Value	The financial commitment limit of the contract set at creation, which includes contingency for unplanned variations. Cannot be edited once a communication has been added to the Not to Exceed Contract Value reporting category.
   Not to Exceed Contract Value	The financial commitment limit of the contract which includes contingency for unplanned variations. Calculated as the Initial Not to Exceed Contract Value plus the sum of the financial values of communications in the Not to Exceed Contract Value reporting category. Cannot be edited; it is only updated when communications are assigned to the Not to Exceed Contract Value reporting category. See Communication reporting categories.
   Savings Target	The value of the savings target of the contract.

   Dates

   Field	Description
   Letter of Award Despatch Date	The date that the letter of award was dispatched to the contractor.
   Award Date	The date that the contract was awarded.
   Start Date	The start date of the contract.
   End Date	The end date of the contract.
   Planned End Date	The updated end date of the contract. Cannot be edited on this screen; see Update the contract end date for more information.
   Next Review Date	The date of the next review of the contract.
   Effective Date	The date from which the contract becomes effective.

   Contractor Information

   Field	Description
   Contractor	The contractor to whom the contract has been awarded. Cannot be edited if the contract has any Company to Contractor or Contractor to Company communications. Click the Add Contractor box and type part or all of the contractor's name, reference, external reference, address, non-confidential text or numeric custom fields, or the name of a contact. A list of all contractors which match the typed text are displayed, to a maximum of 50. The information displayed in the list for the contractors includes the specific field where the match was found, e.g. the address. Click the Contractor Details button to open a pop-up window with more information about the contractor, including the values of any non-confidential custom fields. You can also click the contractor name after it has been added to view this window. Click a contractor name in the list to select them. Note Contractors with a Trading Recommendation of We cannot work with this contractor are displayed but cannot be selected. If contractors with a Trading Recommendation of We can work with this contractor with restrictions are selected, a warning message is displayed.
   Method of Communication	Select Contractor to communicate via Contractor Portal if the contractor has access to the Contractor Portal. The contractor can submit all communications directly via the Contractor Portal. Note If this option is selected, communications can only be edited when in Draft state. Warning If this option is selected the contractor will be able to see the contract immediately. Select Contractor to communicate via other means if the contractor does not have access to the Contractor Portal. The Company will have to log events and communications into AVEVA Contract Risk Management on behalf of the contractor. AVEVA Contract Risk Management will not generate or send any notifications to the contractor organization. Note If this option is selected, communications can be edited when in any state except for Not Agreed and Rejected.
   Display Financial Values on Contractor Portal	Select No if you do not want the Contract Award Value, Approved Contract Commitment and Approved Contract Expenditure financial values to be displayed on the contract home page in the Contractor portal.

   Additional Information

   The fields in this section are contract custom fields, specific to your AVEVA Contract Risk Management system. They are configured by the Administrator.

4. Click Save.

   A confirmation message is displayed.