Contract 25.3 Release Notes
This is a preview of the upcoming release. General release is available starting 21-APR-2025.
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Value-only schedule of values items – You can now add schedule of value items that have value, including negative and zero value, but have zero quantity. Value-only schedule items give you the flexibility to track and claim value without having to enter a quantity. Also, because schedule of value items are now valid, you can now copy limit line items.
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Import value-only schedule of value items – The Value only column has been added to all Schedule of values import templates, so you can import value-only schedule items. When the value in the Schedule value only column is set to Yes, only the value is imported.
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Import line items at the payment form level – Import and export functions have been added to the Payment form Line items page, so you can quickly add or update line items.
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Calculating Change order adjustment values when copying a vendor change order line item into a schedule of values – The calculations for the Quantity, Unit Price, and Value columns in the Change order adjustment section of the Schedule of values page have been updated to more accurately reflect the adjustment.
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Invoice net amount and invoice tax amount totals form Payment progress – Totals have been added for the Invoice net amount and Invoice tax amount columns on the Payment progress tab.
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Delete schedule of value items from a contract via a vendor change order – You can now delete a schedule of values item from a contract from the Vendor change order Schedule of values tab, to give you more flexibility when managing change orders.
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ERP Integration toggle restrictions removed – If you have the Edit contract configuration permission, you can switch the ERP integration toggle in the organization settings (Contracts > Contract configurations > Contract integrations) as needed. Previously, the toggle was locked after a contract had been created.
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Manual adjustments in Line items register – The Manual adjustments column has been added to the Changes section of the Line item register, so you can quickly see the total of all value changes. The values in the column are linked to the Manual adjustments drill-down section of the Changes view.
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Tax ID document type – A new document type of Tax ID form is now available in supporting documents. The document type has a mandatory field for capturing the vendor’s unique tax ID. Previously, you had to create a custom document type or use the Other category to show the vendor tax ID.
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Diversity participation percentage goal – The Percent field has been added to the Diversity participation section of the contract header, so you can enter the goal percentage. A Comments field has also been added.
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Logic for the Maximum contract value allowed without a change order setting – The setting Maximum contract overage allowed without a change order (%) (organization Settings > Contract > Configurations > Contract type configuration setup) has been renamed Maximum contract value allowed without a change order (%) and now validates both increases and decreases made to the contract without a change order.
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eSignature sender enhancement – The last step of the eSign status on the Supporting documents tab now shows the sender of the envelope with the annotation Receives a copy. Previously, the sender received a copy of the document, but it was not shown in the eSign status hover text.
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