There are two configurations for recording contract variations within the Atamis system;
- Using Contract Variations Records
- Using Parent/Child Relationships
Contract Variation Records
Contract Variation Records can be used to record and manage the approval of financial variation orders. These are viewed and managed on the Contract page:
Using the related list on the Contract Detail page, click New Contract Variation to set up details of a variation order:
- Description
- Variation Amount
- Requested Date
- Requested By
- Justification
- Approved?
- Approved Date
- Implemented Date
- Comments
Workflow Rules can be applied by your system administrator to alert designated users with the required permissions needed to approve contract variations.
Unapproved, or pending Contract Variations can also be summarised via a dashboard.
Validation checks run in the background to ensure that a contract’s estimated value is equal to the initial estimated value plus the sum of all approved contract variations, and the results are displayed via the variation discrepancy flag.
To include documentation supporting a Contract Variation
- Click on the Contract Variation Detail page
- Click on Upload Files button on the DocuSign tab to add a document to the variation record.
Parent/Child Relationships
Parent/child relationships may also be used to record variations in the form of subordinate contract records. In this configuration, Atamis will provide a number of requisite fields:
- Parent Contract
- Contract Type
In order to link a Parent record to a Child record,
- On the Details tab edit the Parent Contract field.
- User the search function to select the Parent contract
Enter the details of the Contract Variation.
The Contract Type picklist allows differentiation between different types of variations
Contact support@atamis.co.uk to add more values.
The parent contract field is used to subordinate a contract to the original, parent contract.
Click on the picker icon to open the contract lookup dialog box.
Searching for, and selecting, the parent contract, will create the parent-child link.
Once all details are entered, click Save to create the child contract.
Other automation, for example to the parent contract end date, is also possible.
Updated