Contract Management CU68

Cost messages with Adjust Cost option for partially invoiced quantities

We have updated the handling of cost messages with the Adjust Cost option selected for partially invoiced quantities.

Program/Business class/Process affected:

• Service Contract processing

Use these steps to test the enhancement:

1. Create a service contract with a line for quantity services.
2. Create an invoice against the service contract for less than the full quantity where the unit cost exceeds the unit cost on the contract line.
3. Verify that an invoice message is created.
4. Process and release the message with the Adjust Cost option.
5. Match the invoice.
6. View the service contract line. Verify that a field with the accepted invoice cost is displayed.
7. Create another invoice for the service contract.
8. Verify that the unit cost on the invoice is the unit cost from the previous invoice, not the contract line.

JT-1387485

New template for contract interface creation

A template for contract interface creation was added.

Program/Business class/Process affected:

• GPO Contract Processing

Use these steps to test the enhancement:

1. Sign in as Contract Manager.
2. Select Contract Interface > GPO Interface > GPO Contract Templates.
3. Create a template. Specify values in the template fields that are different than the default values.
4. Select Contract Interface > GPO Interface > Create New GPO Contracts.
5. Select a contract that can be created and click Create New Interface Contract.
6. Specify the newly created template in the Use Template field.
7. Verify that the values from the template populate some of the parameter fields.
8. Run the Contract Interface action.
9. View the resulting contract interface header. Verify that the values from the template are in the header.

JT-1389801

GPO contract creation for default distributor priority

An option for GPO contract creation was added to the default distributor priority.

Program/Business class/Process affected:

• GPO Contract Processing

Use these steps to test the enhancement:

1. Sign in as Contract Manager.
2. Select Contract Interface > GPO Interface > Create New GPO Contracts.
3. Select a contract that can be created that will have distributor contracts and click Create New Interface Contract.
4. In the Distributor Priority field, specify a value other than 5.
5. Click OK.
6. View the resulting distributor records. Verify that all records have the specified priority.

JT-1391763

Alert indicator when budget is exceeded

An alert indicator was added for purchase order, contract, requisition, and allocation records that exceeded the budget.

Program/Business class/Process affected:

• Commitment budget checking

Use these steps to test the enhancement:

1. Create a scenario and budget template record with a budget for the period in which you are working.
2. Create a purchase order, contract, requisition, and allocation with the account string on the budget template record. The amount must exceed the budget for the period.
3. Attempt to release the purchase order, contract, and requisition.
4. View the purchase order. Select Manage Purchase Orders > Unreleased Purchase Orders. A red alert should be displayed that the record is over budget and that details can be viewed on the Budget Errors tab.
5. View the requisition. Select Manage Requisitions > Unreleased Requisitions. A red alert should be displayed that the record is over budget and that details can be viewed on the Budget Errors tab.
6. View the contract. Select Manage Contracts > In Process Contracts. A red alert should be displayed that the record is over budget and that details can be viewed on the Budget Errors tab.

JT-1004475