Creating amendments and addendums

When creating amendments, you can change pricing and other details on the contract but you cannot make changes to articles and terms and conditions. For example, when the cost of an item changes. The new information can be added and an amendment can be created for the contract.

When you create an addendum you can make changes to a contract including articles, terms and conditions, pricing, and additional changes. Changes to articles and terms and conditions require a new document that is an addendum to the original contract. For example, if a contract term must be added or changed, then the term can be defined and a new document can be created.

For both amendments and addendums, the originating contract must be in the Active state.

  1. Select Manage Contracts.
  2. Open a contract record.
  3. Click Create Addendum or Create Amendment.
    Reason Code
    Select the reason for the amendment or addendum.
    Action Comments
    Provide comments.

    For an amendment, you can update the associated contract lines.

    For an addendum, you can update the associated terms and conditions and contract lines.

  4. Click OK.