Modifying a contract

You can modify a contract at any time, including the products or services attached to a contract.

You cannot delete a contract or contract part. Instead, set the contract period to "end" to stop it (for example, at the end of the current month). This should be applied to the relevant contract parts first, and then the contract itself. The contract will then be inactive, but will still be available when searched for.

To modify a contract

  1. In the management portal, go to Sales and billing > Sales.
  2. In the Contracts tab, click the contract you want to edit.

  3. In the right pane, modify the relevant contract details. Click the pencil icon in each relevant section; when done, click .

    For more information about the editable fields, see Creating a new contract.

    If block hours were enabled for a contract, you can renew the block hours manually by clicking Renew block hours. A new sale Item for block hours is automatically created and a confirmation message displayed.
  4. When done, click Save.