Manage contracts

Once a contract is created, you can edit it or change its status.

Required permission

• Your DoiT account must have the Admin role.

Contract details

To access contract details:

1. Sign in to the DoiT console, select Customers from the top navigation bar.

2. Locate the customer of interest. There are two ways to open the contract configuration page:

   • Select the contracts summary on the Customers page and use the options in the pop-up.

   • Select Settings (the gear icon ) of the customer entry to open its details, then select the name of the target contract on the Contracts tab, or select the kebab menu (⋮) at the rightmost end of the contract entry and then select Edit contract.

3. You can update the contract configuration, change contract status, or compare contract versions on the contract details page.

   

Update contract

1. Update the general settings, billing details, billing rules, price books, or custom line items as needed.

2. Save changes. The updated contract will be saved under a new version.

Change contract status

To change contract status, in the Actions dropdown, select an action to perform:

• Mark as active: To activate the contract. If the start date of the contract is in the future, the contract status will show scheduled, meaning it's ready but not in effect yet.

• Cancel contract: To cancel the contract. The contract status will become Cancelled.

Note that the available options vary with the current status of the contract.

Compare contract versions

Each time a contract is updated, a new version is created. Comparing the differences between versions is often necessary when investigating invoice discrepancies or reviewing contract amendments

For a contract with two or more versions, to compare the differences:

1. In the Actions dropdown, select Compare versions.

   

   By default, the two most recent versions are displayed side by side, fields that differ are highlighted.

   

2. Adjust the comparison options as needed.

   • Select a different version from the Version dropdown.

   • Use the + icon to add another version. You can compare up to three versions side by side.

   • Select the Show differences only checkbox to focus on changes.