Contract Addendums

A contract addendum is an addition to an existing contract. For example, a request to add an extra room to a contract. Rather than revise the entire contract, you can create an addendum to the existing contract.

Contract addendums display in the Contracts tab of the event and the Contracts page. The Contract ID is the same for the addendum as the Contract ID of the original contract. To see added addendums, display the Addendum column.

Changing the contract addendum status may also update the event status. Always proceed with caution when updating the contract addendum status.

Add an Addendum

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event with the contract.
3. Right -click and select Edit. The Edit Event window opens.
4. Select the Contracts tab.
5. Select the contract for the addendum.
6. Right-click and select Add -> Add Addendum. The Add Addendum window opens. The system will include all relevant bookings and service orders.
7. Mark for Delete any of the booking(s) from the Bookings tab or the service order(s) from the Service Orders tab that you do not want to include in the addendum.
8. Click OK. If you receive a prompt to create contract documents, click yes or no depending on your organization's processes. 

Change an Addendum

You can change the addendum after you have created it. If you don't want to update the already existing addendum, then you must add a new addendum using the steps in Add an Addendum.

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event with the contract addendum to update.
3. Right -click and select Edit. The Edit Event window opens.
4. Select the Contracts tab.
5. Select the contract addendum to update.
6. Right-click and select Edit. The Edit Addendum window opens.
7. Make the necessary changes.
8. Click OK. If you receive a prompt to create contract documents, click yes or no depending on your organization's processes.

Delete an Addendum

To delete a contract addendum:

1. Click the Events link from the Main Menu. The Events page opens.
2. Select the event with the contract to delete.
3. Right -click and select Edit. The Edit Event window opens.
4. Select the Contracts tab.
5. Select the contract addendum to delete.
6. Right-click and select Mark for Delete.
7. Click OK. If there is a payment plan associated with the contract addendum, you receive a message asking if you want to delete the payment plan. Selecting No keeps the orders on the payment plan on the event. Selecting Cancel stops the deletion process. If any invoices were issued for the payment plan, you cannot delete the payment plan but the system asks if you wish to remove all the orders from the payment plan.

Contract Addendum Security

Add/Change/Delete Contracts by Contract Status Limit

This access privilege controls who can add, change or delete contracts by checking the assigned contract status value for each role/user and comparing it to the status of the contract. You can assign each role/user a status level and the role/user can add, change or delete contracts with status levels at or below the assigned status level. For example, a role/user with a security level of 30 can add, change or delete contracts with a status of 30 or lower. A blank value or no value is the same as not assigning the role/user to the privilege. If a role/user is not assigned to the privilege and others are, then the role/user cannot add, change or delete any contract regardless of the status level of the contract. If no roles/users are assigned to the privilege, it is considered inactive, and all roles/users can add, change or delete any contract.

Allow Cancelling of Contracts By Contract Status Limit

This access privilege controls who can cancel contracts by checking the assigned contract status value for each role/user and comparing it to the status of the contract. You can assign each role/user a status level and the role/user can cancel contracts with status levels at or below the assigned status level. For example, a role/user with a security level of 30 can cancel contracts with a status of 30 or lower. A blank value or no value is the same as not assigning the role/user to the privilege. If a role/user is not assigned to the privilege and others are, then the role/user cannot cancel any contract regardless of the status level of the contract. If no roles/users are assigned to the privilege, it is considered inactive, and all roles/users can cancel any contract.

Allow Contract Modification by Contract Rep

Allow Deleting of Cancelled Contracts

This access privilege controls who can delete cancelled contracts. Any roles/users assigned to the privilege can delete cancelled contracts while any roles/users not assigned to the privilege cannot delete cancelled contracts. A privilege with no roles or users assigned is considered inactive, and all roles/users can deleted cancelled contracts.

Allow Unlocking Contracts 

This access privilege controls who can unlock locked contracts. Any roles/users assigned to the privilege can unlock any locked contracts while any roles/users not assigned to the privilege cannot unlock locked contracts. A privilege with no roles or users assigned is considered inactive, and all roles/users can unlock locked contracts.