Modifying contract orders

Modifying contract orders helps you to adjust contact information, terms, quantities, or other details to reflect changing business needs or customer agreements. This ensures accuracy, improves compliance, and helps to maintain strong customer relationships by aligning orders with current expectations.

About this task

Some contract order fields can always be changed and some fields can never be changed. Other field permissions are controlled by modification rules. If modification rules are defined for you to modify a particular field, you can make changes. The status of a contract order also determines if you can modify a field. For example, you can delete a contract order, but only if it is in a draft status.

If a particular field does not show that actions are possible, it may be that changes can never be made to that field. Alternatively, you may need to redefine a modification rule to make any changes to the field. You use the Distributed Order Management module to configure modification components. For more information about configuring modification rules, see Modifying a status modification group.

These are the contract order-related fields and modification types that are governed by modification rules.
Table 1. Contract order fields that are controlled by modification rules
Field Modification type Modification level Process type
Contact name Change other attributes Order Contract order
Billing information Change bill to Order Contract order
Add lines Add line Order Contract order
Remove lines Remove order line Order line Contract order
Product class Change other attributes Order line Contract order
Quantity Add quantity/Cancel Order line Contract order

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. From the drop-down menu, select the account for which you want to view the contract order list.
  4. Click the flyout menu icon and select Contract orders.
  5. Select the contract order that you want to modify.
    • To modify a draft contract order, click the contract order number for which you want to modify the details.
    • To modify a confirmed contract order, click the Active tab. Then, either click the overflow menu and select Edit contract order, or click the contract order number that you want to modify, and from the Actions drop-down menu, select Edit contract order.
  6. From the first page of the contract order wizard, make the necessary changes to the fields.
    On the first page of the contract order wizard the following fields are controlled by modification rules.
    • Contact name
    • Billing information
    • Currency
    If you are unable make changes to these fields, reconfigure the modification rules. For more information, see the About this task section of this topic. In addition, the price list cannot be changed for a confirmed contract order.
  7. Click Save. The system confirms that your changes are saved.
  8. Click Next. The system displays the second page of the contract order wizard, which shows the contract order line details.
    Note: If you click Close without saving the changes, the Exit confirmation modal is displayed.
    • To ignore the changes, select Discard changes on the current page, then click Confirm.
    • To save the changes, select Save changes on the current page, then click Confirm.
    • To delete the entire draft contract order, select Delete draft, then click Confirm.

      You can only delete an entire contract order when the contract order is in a draft status.

    When you click Confirm, the system displays the second page of the contract order wizard.
  9. From the second page of the contract order wizard, make the necessary changes to the fields.
    On the second page of the contract order wizard, the following fields are controlled by modification rules.
    • Add lines
    • Remove lines
    • Revised price
    • Product class
    • Quantity
    If you are unable make changes to these fields, reconfigure the modification rules. For more information, see the About this task section of this topic.
    Note: If modification rules allow deletion of contract lines, you will see the remove lines action. Providing that deletion is allowed, you can remove either a single contract order line or multiple contract order lines at once.
    • To remove a single contract order line, scroll to the end of the line and click the trash can icon.
    • To remove multiple contract order lines, select the checkboxes for the contract order lines that you want to remove, click Remove lines, and then click Delete order lines.
  10. Complete the modification process.
    • To complete modifications for a draft contract order, click Confirm.
    • To complete modifications for an active contract order, click Finish.