Changing Limits
You can change limits on a contract after the contract is effective. However, if CAR has accumulated any amounts against the limits, certain restrictions apply:
• The limit record cannot be deleted, nor can the contract line and contract.
• The limit amount cannot be lowered below the accumulated amount.
• The effective dates cannot be moved inside the range defined by the call open date of the first and last call with accumulating amounts.
If you must make a change, modify the covered amounts in Call Activity Recording or Call Invoice Recording. If the invoice for the amounts has been posted, you cannot modify the records associated with it.
Adding Additional Limit Records
You might need to add limits to an open contract, for example, if some of the contract is renegotiated. The system prevents this change if any call lines reference the contract header or line for coverage. Adding limits could result in invalidating those that currently exist.
To prevent limit consumption at invoice post from not matching consumption in CAR, limit records cannot be added to a contract until you post all open call reports.
Example: A limit line provides 50% coverage for the Labor invoice sort. A call references this limit and the covered amount is based on it. Now you add a limit record to the contract for work code TECH and service category LABOR1 for 25% coverage. This new record applies to the line currently open that used the Labor invoice sort coverage. When the invoice is posted, the limit that now applies—work code and service category—is not the one applied in CAR.
Changing Contract Start and End Dates
The effective dates on limits are related to the start and end dates at the associated contract level. As a result, you cannot always change the contract dates. When open calls reference limit records, you cannot move the contract start or end date within the range defined by the open dates of the first and last call with accumulated amounts.
Example: A contract starts on 11/01/07 and ends on 12/30/07. You take a call on 11/15/07 for an item covered by a contract line and record activity that consumes limits in Call Activity Recording. You cannot move the contract start date after 11/15/07 or the end date before it.
The system only checks for accumulated amounts. Additional calls may have been opened based on the current contract open date and activity not yet recorded. When you access the call in CAR, the contract coverage will no longer be valid.
Changing Service Types for Contract Lines
The system uses the service type on the contract header by default for each line item added. However, you can use a different service type for a particular line item. If you change the service type when adding a new line to the contract, the system uses the price list, limits, and product line associated with the new service type for this item.
If you change the service type after adding a line to the contract, the system must make additional checks. If you are using contract limits when you change the service type, you are prompted to delete the old limits and copy in the ones from the new service type.
If you respond Yes, the system attempts to delete the old limits and apply the new. However, if any amounts have been accumulated against the current limits, they cannot be changed. Instead, a warning message displays.
You are also prompted to see if you really want to change the price of coverage for the item. If you respond Yes, the system changes the price; otherwise, it does not.
Changing the service type after a contract is in effect is not recommended and could have unpredictable results.