Amendments - Revision history

IDT-1 at 05:18, 16 September 2022

2022-09-16T05:18:44Z

IDT-1 at 05:18, 16 September 2022

2022-09-16T05:18:23Z

IDT-1 at 05:17, 16 September 2022

2022-09-16T05:17:32Z

IDT-1 at 05:15, 16 September 2022

2022-09-16T05:15:26Z

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WikiSysop at 06:35, 3 September 2022

2022-09-03T06:35:46Z

WikiSysop at 06:34, 3 September 2022

2022-09-03T06:34:49Z

WikiSysop at 06:34, 3 September 2022

2022-09-03T06:34:18Z

WikiSysop at 06:33, 3 September 2022

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WikiSysop at 06:09, 3 September 2022

2022-09-03T06:09:19Z

WikiSysop at 06:03, 3 September 2022

2022-09-03T06:03:41Z

@@ Line 60: / Line 60: @@
 You can also create such amendments by using the Bulk Upload functionality of Excel Add-in.
 == Amending expired agreements &nbsp; ==
 Expired agreements can be amended in the same way as an agreement that is currently in the executed state. The expired agreement is revived, and its expiry date is updated once the amendment is executed.&nbsp;

@@ Line 5: / Line 5: @@
 An amendment is a change made to an executed or signed agreement. In Icertis Contract Intelligence, you can amend an executed agreement whether it is in executed, terminated, or expired state.&nbsp;
@@ Line 11: / Line 12: @@
 On the History tab of an Agreement, by clicking on '''Show Changes''' in the '''Detail''' column, you can see the changes made to attribute values in an amendment.
-[[File:Amendment 003.png|RTENOTITLE]]
+[[File:Amendment 003.png|620px|RTENOTITLE]]
-[[File:Amendment 004.png|620px]]
+<br/> [[File:Amendment 004.png|620px|Amendment 004.png]]
 This applies to amendments created through the UI, Excel Add-in, and API calls.

@@ Line 5: / Line 5: @@
 An amendment is a change made to an executed or signed agreement. In Icertis Contract Intelligence, you can amend an executed agreement whether it is in executed, terminated, or expired state.&nbsp;
 == Identifying amendment changes ==
@@ Line 12: / Line 13: @@
 [[File:Amendment 003.png|RTENOTITLE]]
-&nbsp;
+[[File:Amendment 004.png|620px]]
-−
-[[File:Amendment 004|RTENOTITLE]]
 This applies to amendments created through the UI, Excel Add-in, and API calls.
 == Saving and editing amendments&nbsp; ==

@@ Line 75: / Line 75: @@
 By default, only primary owners and contract managers can add amendments to terminated agreements. This setting can be enabled or disabled by administrators based on business requirements.&nbsp;
 == Amending an Agreement ==
+#To add Amendment to an executed, terminated, or expired Agreement, on the Agreements page, in the Create drop-down, click Add Amendment.&nbsp;
-To add Amendment to an executed, terminated, or expired Agreement, on the Agreements page, in the Create drop-down, click Add Amendment.&nbsp;
+#On Contract Type Details page, select the options as required, and then click Next. &nbsp;
-<ol start="2">
+[[File:Amendment 006.png|RTENOTITLE]]
-<li>
-On Contract Type Details page, select the options as required, and then click Next. &nbsp;
-</li>
-</ol>
-−
 [[File:Amendment 006.png]]
 <ol start="3">
-<li>
+<li>On the Attributes tab, make changes to the information that you want to update, and then click Next. To select a previous amendment, you can use the Select Amendment Document Lookup.&nbsp;</li>
 On the Attributes tab, make changes to the information that you want to update, and then click Next. To select a previous amendment, you can use the Select Amendment Document Lookup.&nbsp;
 </li>
 </ol>
 <ol start="4">
-<li>
+<li>Select a template and click Next.&nbsp;&nbsp;</li>
 Select a template and click Next.&nbsp;&nbsp;
 </li>
 </ol>
 <ol start="5">
-<li>
+<li>On the Verify tab, verify the information that you have updated, and then click Create. The Amendment moves to the Draft state.&nbsp;</li>
 On the Verify tab, verify the information that you have updated, and then click Create. The Amendment moves to the Draft state.&nbsp;
 </li>
 </ol>
 <ol start="6">
-<li>
+<li>On the Amendment Details page gives the following action options:&nbsp;</li>
 On the Amendment Details page gives the following action options:&nbsp;
 </li>
 </ol>
 = Adding an Amendment to an Agreement =

@@ Line 41: / Line 41: @@
 &nbsp;
 == Template selection when creating amendments&nbsp; ==
@@ Line 46: / Line 47: @@
 Here are some points to note when selecting templates for amendment.&nbsp;
 *If a template is not selected from the available templates and the agreement is created using Own paper, the parent agreement’s template is selected.&nbsp;&nbsp;
-If a template is not selected from the available templates and the agreement is created using Own paper, the parent agreement’s template is selected.&nbsp;&nbsp;
+*The parent template’s metadata (such as, Name, and Version) can be used to search and report on the amendments and for creating rules and notifications for them. &nbsp;
-−
-−
 The parent template’s metadata (such as, Name, and Version) can be used to search and report on the amendments and for creating rules and notifications for them. &nbsp;
-−
-−
-−
-Values of attributes used as template variables with inheritance enabled are copied from the base agreement template.
 &nbsp;
-[[File:Amendment 005.png]]
+[[File:Amendment 005.png|RTENOTITLE]]
 == Amending agreements without parent agreements&nbsp; ==

@@ Line 24: / Line 24: @@
 You can continue the amendment creation process at any time from the three dots menu on the agreement page.
 == Inheriting attributes from parent agreements ==
@@ Line 33: / Line 34: @@
 If an attribute is not inheriting value from the parent agreement, it may be due to the following reasons:&nbsp;
 *Inheritance is set to Off for an attribute. Do note that if the attribute has a default value, it is auto-populated in amendments except for amendments created through Bulk Actions.&nbsp;
 Inheritance is set to Off for an attribute. Do note that if the attribute has a default value, it is auto-populated in amendments except for amendments created through Bulk Actions.&nbsp;
-−
 &nbsp;
-A technical configuration is set to exclude inheritance for the Contract Type.&nbsp;
 &nbsp;

@@ Line 1: / Line 1: @@
 = Adding an Amendment to an Agreement =
@@ Line 64: / Line 193: @@
 .&nbsp;'''Click''' Add Amendment on the executed base Agreement, the Attributes page of the Amendment creation process opens.
-<div class="image-green-border">[[File:AddmAmend new.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|650px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
+<div class="image-green-border">[[File:AddmAmend new.png|600px|AddmAmend new.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The attributes which have inheritance enabled for amendments will have their values copied from the base agreement and are auto-filled on the Attributes page. For example, attribute Contract Value has its value USD 85.00 copied from the agreement.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Amd2.png|650px|Amd2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Note''':&nbsp;</div>
 *The Is Inherit On Amendments attribute property is only available for Agreement contract types &nbsp;and Template variables.
 *When the Is Inherit On Amendments is set to Off for an attribute, its value will not be inherited to its amendment. However if that attribute has any default value, it will be auto-populated in amendment s except for amendments created through Bulk Actions.
@@ Line 86: / Line 215: @@
 You can also create Amendments without referencing their parent Agreements which may be difficult to identify or retrieve, in cases like legacy mergers and acquisitions. So, you can now amend Terms and Conditions of all such Agreements that are not stored in ICI.&nbsp;Support for creation of such Amendments is also available using the Bulk Upload functionality of Excel Add-in.
-<div class="image-green-border">[[File:Amd without PA.png|600px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div>
+<div class="image-green-border">[[File:Amd without PA.png|600px|Amd without PA.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''&nbsp;'''</div>
 == Adding Amendments on expired agreements&nbsp; ==

@@ Line 352: / Line 352: @@
 . '''Verify''' the details and click Update. The Contract Type will be updated
 = '''&nbsp;'''Amending previously amended agreements =
@@ Line 359: / Line 360: @@
 Points to note:&nbsp;&nbsp;
+#If you select a previously amended contract, the attributes information on Add Amendment page will be updated according to selected Amendment document.&nbsp;&nbsp;
-If you select a previously amended contract, the attributes information on Add Amendment page will be updated according to selected Amendment document.&nbsp;&nbsp;
+#If you do not select a previous Amendment, then the parent agreement is used. &nbsp;
+#You can also add one or more associations of the amendment you select to the new amendment.&nbsp;[[File:Amendment 001.png]]
-−
 If you do not select a previous Amendment, then the parent agreement is used. &nbsp;
-−
-−
 You can also add one or more associations of the amendment you select to the new amendment.&nbsp;
-−
-−
-<image>
 &nbsp;
@@ Line 379: / Line 372: @@
 Use this procedure to configure this setting for users.&nbsp;&nbsp;
 #On the home page, click Configure > Contract Types.  &nbsp;
-On the home page, click Configure > Contract Types.  &nbsp;
+#On the Contract Types index page, open the contract type for which you want to configure this setting.&nbsp;
+#On the Contract Type details page, click Edit.&nbsp;
-<ol start="2">
+#Go to the Association tab, and set the Copy Association During Amendment toggle to Yes.&nbsp;
-<li>
+<div class="image-green-border">[[File:Amendment 002.png|720px]]</div>
 On the Contract Types index page, open the contract type for which you want to configure this setting.&nbsp;
-</li>
-</ol>
-<ol start="3">
-<li>
 On the Contract Type details page, click Edit.&nbsp;
-</li>
-</ol>
-<ol start="4">
-<li>
 Go to the Association tab, and set the Copy Association During Amendment toggle to Yes.&nbsp;
-</li>
-</ol>
-−
-<image>
-−
 '''Related Topics:'''&nbsp;[[Agreement_Details_Page|Agreement Details Page]]&nbsp;|&nbsp;[[History|History]]&nbsp;|&nbsp;[[Agreement_Details_Page_Reports|Agreement Details Page Reports]]&nbsp;