Contract 23.12 Release Notes

Updated 09-FEB-2024

• Restrict overpayment of line items – You can now configure whether overpayment of line items is allowed. The new Allow overpayment on line items toggle in the organization-level Contract type configuration (organization > Settings> Contract> Configurations > Contract type configuration setup) lets you indicate whether you can pay more than the line item current value. Read more Watch video

  Setup

  

  When the Allow overpayment on line items toggle is set to Yes, you can specify the maximum over payment percentage allowed per line item. You can also select the Unlimited check box.

  By default, you will continue to receive a warning if you attempt to overpay line items, but you are not stopped from overpaying unless the setting is turned off.

  For information about the overpayment settings, see Contract type configuration setup.

  Payment form overpayment tolerance

  When the Allow overpayment online items toggle is set to Yes, and you have entered a percentage instead of checking the Unlimited check box, Contract validates that the total of all approved payment forms does not exceed the overpayment percentage before submitting the form. A red warning icon is shown on the Line items tab of the payment form. If the project is set up for auto submission, the payment form is not submitted.

  When multiple payment forms are submitted on a line item, and one of the payment forms changes the overpayment calculation to exceed the overpayment tolerance, the auto submission of the form now fails, even if it had been approved. Contract sends an email to let you know the submission failed due to the overpayment tolerance.

  Also, when the project is set up for auto submission of approved payment forms and during the approval process, the Allowed per item setting is changed to a lower value, the submission of the approved payment form fails. You must recall the approval.

  The overpayment tolerance is based on the setting by the contract type.

  For more information about payment form overpayment tolerance, see Overpayment tolerance.

• Copy vendor-submitted values in a payment claim – You can now quickly copy the information from the Vendor submission column of the Payment claims > Schedule of values register to the Certification section. Copying the vendor submission information can reduce the chance of input errors and save time. Read more

  

  Click the Copy vendor submissions button in the Certification section heading of the Payment claims Schedule of values register to copy and paste the information.

  For information about using the Payment claims Schedule of values register, see Schedule of values.

• Payment claims schedule of values import template updates – You can now import vendor submission values using Microsoft Excel. The fields in the Vendor submission section of the template are now optional. Previously, these fields were ignored when importing. For information about using the Payment claims Schedule of values register, see Schedule of values. For information about importing, see .Imports and exports

• Payment claim document templates – You can now generate Payment claim documents from templates. A Payment claim template type has been added to the Contract documents templates. General tags and collection table tags for payment claims for all payment claims fields have also been added. For more information about document templates, see Template types subtab.

• Schedule of values tabs enhancements – The Payment claims section of the Contract > Schedule of values tab now includes the Pending quantity, Pending value, and Pending delta columns that function as placeholders for uncertified claims. The columns let you easily see the certified and pending claims for the schedule item. For more information aobut the Schedule of values tab, see Schedule of Values Tab.

• Edit dates in a payment claim – You can now indicate whether users can edit dates in a payment claim. The Allow users to edit dates in a payment claim toggle was added to the Payment claim configuration at the project level (project > Settings > Contract > Configurations > Payment claim configuration). Read more

  

  When the toggle is set to Yes, you can add dates or remove the default dates. When the toggle is set to No, you cannot add new dates or remove the default dates.

  For more information about payment claim dates, see Payment claim details.

• Payment claims project-level import – You can now import payment claims at the project level. For more information about importing payment claims, see Payment claims register.

• Line items column management improvements – The Line items tab has been updated to show only the columns for Details and Budget and commitment sections by default to improve register loading time. This is applicable for new views or if you reset to the default. Read more

  You can now add other sections and columns as needed. After you have added sections or columns, they remain in the view until they are removed, or you reset the defaults in the Column Selector Builder.

  For more information about line items column management, see Line items column management.

• Contract totals slide-out panel update – A line for Manual adjustments has been added to the Contract totals slide-out panel, so you can quickly see if any manual adjustments were made outside of a vendor change order. Read more

  

  Previously, you had to run the procurement summary or buyout review report to see that there were manual updates. For more information about the Contract totals slide-out panel, see Contract Creation.

• Schedule of values tab update – The Change orders section has been added to the Schedule of values register, so you can quickly see the executed quantity and amounts for the schedule item and the associated vendor change order. Read more

  The import template for the Schedule of values register has also been updated to include the Change orders, Payment claims, and Payment forms sections.

  For more information about the Schedule of values register, see Schedule of Values Tab.

• Master agreements Progress section enhancement – The Associated quantity and Associated values column have been added to the Progress section of the Master agreements Line items register. Read more

  The Associated quantity is the sum of all associated quantities for the line item. The Associated value is the sum of all associated values for the line item.

• Contract writer update – When you generate a contract document, the option to create individual documents is now the default for the Generate document as field in the Generate contract wizard. The Generate file type as field now defaults to Download as template file type. For more information about Contract writer, see Contract Writer.

• Enhanced Approval date collection table tags – Collection table tags for approver dates, including Contract approvers: Date, VCO approver: date, Payform approver: date, and Claim approver: date, now generate the time stamp along with the date of the approval. Previously, only the date was included.

• Back charges register update – You can now export the Back Charges to a Microsoft Excel spreadsheet like other registers. For more information about exporting, see Imports and exports.

• Payment form Line items tab update – The total has been added to the Tax column of the This submission section of the Payment forms Line items register, so you can identify the total tax without having to open the Details tab. Read more

  

• Owner legal name general tag – The owner legal name contract writer tag has been added to match the new field added to the project details page.

Due to lack of use, Harmonized Systems / Schedules functionality will be deprecated in the 24.5 release. This will include the settings, contract header field, line item fields, and any associated tags. Please contact customer support with any questions or concerns.