Contract Changes

Entry path 1: Sany CRM Sales-> Home page-> Contract-> Select the contract to be changed->Enter it and click "Contract Change" 

Entry path 2: Contract Management -> My Contracts -> Select the contract to be changed -> Enter it and click "Contract Change" 

View path 1:Click "Related" -> Contract change order 

View path 2: Contract -> Application management -> Change Request-> Select the contract change order 

Change Scope


Contract Product changes

Create a product change request

Enter the approved contract to be changed and click "Contract Change", In the generated contract change order, select "Contract Product Changes" in the change scope and the "Payment Terms Change" will be selected automatically. 

Modify the product "Quantity", "Sales unit price" in the product details displayed 

You can also double-click to open the corresponding product line, to modify the "sales unit price", "quantity", "internal settlement price (single PC)", "internal settlement price currency", "configuration Comment"  

After the product details are modified, you need regenerate the repayment plan and saved. 

Submit for approval

After the change information is filled in, click "Submit Approval" and "confirm" to continue and trigger the approval process flow, which is executed in the BPP system. 

Click "Approval Flow", the page jumps to the BPP approval interface, you can view the approval related information. If you click "Cancel Approval", you will withdraw the submitted approval process. 

You can also click on the "Approval" page tag to view the current approver. 

After the change order is approved, the modified product information and repayment plan will be automatically updated to the original contract, and the product will be automatically updated if there are sales orders that not invoiced, simultaneously, the original order is cancelled and new orders are generated.

Note 1: If the product needs to be replaced, change the original product "Quantity" to 0 in the change order and add a new product line. Note 2: If there is a generated and invoiced order, it will prompt and stop you submitting for approval.

Material Code Changes

Enter the approved contract to be changed, and then click on "Contract Change". In the generated contract change order, select "Material Code Change" in the change scope . After the "Material Code Change" switch to "Yes", the contract line is displayed below. 

Double-click to enter the contract line details page, in the product details module, modify the "Product" field and select a new code. 

When submitting for approval, if the changed contract line has the corresponding order, it will prompt "Change failed. Sales order must be canceled first!". Cancel the order then you are allowed to submit it again. The submission step can refer to the [Submit for approval] in the product changes section. 

Changes in terms of payment

Enter the approved contract to be changed, and then click on "Contract Change". In the generated contract change order, select "Change in payment terms" in change scope. 

Modify the down payment and balance information, save and submit it. The submission step can refer to the [Submit for approval] in the product changes section. 

After the change order is approved, the modified contract payment terms will automatically update contract payment plan. Additionally, once the invoice is issued, any modifications to the repayment plan require the submission of a [Change Repayment Plan Request]. If the invoice has been canceled, you must use the contract change process to alter the repayment plan. For invoices that have been issued, you can opt to create a [Change Repayment Plan Request] to adjust the repayment plan.

Change of contract documents

Enter the approved contract to be changed, and then click on "Contract Change". In the generated contract change page, select "Contract Document Change" in the change scope. 

Modify the content of the contract document in the "Contract Document" page tag, save and submit it. The submission step can refer to the [Submit for approval] in the product changes section.

After the approval of the change order, the modified contract document information will be automatically updated to the original contract.

Changes of shipping terms

Enter the approved contract to be changed, and then click on "Contract Change". In the generated contract change page, select "Ship terms change" in the change scope. 

save and submit for approval. The submission step can refer to the [Submit for approval] in the product changes section.

After the approval of the change order, the modified shipping terms information will be automatically updated to the original contract.

Change in warranty terms

Enter the approved contract to be changed, and then click on "Contract Change". In the generated contract change form, select "warranty change" in the change scope.  

Saved and submit. The submission step can refer to the [Submit for approval] in the product changes section.

The steps of [changes of award relevant parties], [Incoterms Change] and [Termination of Contract] are similar. When you select the corresponding function switch in the change scope, and then the corresponding information can be modified.

Video Demo

Product changes