How to amend contracts and handle common amendment scenarios

Creating an Amendment

To amend an existing contract:

1. Go to the contract you want to modify
2. Click on the 3-dot menu
3. Select "Amend"
4. Make your necessary changes
5. Process the quote

Common Amendment Scenarios

Renewed Contracts Cannot Be Amended

Once a contract has been renewed, the original contract can no longer be amended. You'll need to amend the new renewed contract instead.

Early Renewals Cannot Be Undone

Early renewals create credits and update many records in the system, making them impossible to reverse. If you accidentally process an early renewal instead of an amendment:

• You cannot pull back the early renewal status
• Consider adding approval rules on early renewal quotes to prevent this in the future
• You may need to create a new contract for the specific period you want to bill for

Minimum Commit Products

For minimum commit products, amendments can only be made at billing period boundaries (typically at the beginning of the contract or at renewal). Mid-period changes are not supported because minimum commits represent contractual obligations for the entire period.

Amendment Date Boundaries

When adding new offerings to an amendment quote, the offering dates must fall within the contract's effective start and end dates. If you're amending a future contract (like an auto-renewed contract), you may encounter errors when trying to add offerings with today's date.

When Amendments Aren't Possible

If you cannot create an amendment, consider these alternatives:

• Create a one-time invoice for the specific charges
• Create a new contract for the specific period needed
• Cancel the existing contract and create a replacement contract

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Important: If both an amendment and renewal are created but the renewal is signed before the amendment, the amendment will automatically be cancelled and superseded by the renewal. Always process amendments before renewals when possible.