Navigation:  Application Modules > Contracts > Configuration > Contract > Amendment Types

Within EnergySteward.com you are provided the capability of setting up an unlimited set of amendment types on your contracts.  These amendment types allow you to mark your contract with the various amendments that are found within the contract.  A few examples of these contract amendment types might include the following:

 

 

This configuration screen provides you with a method to setup various contract amendment types.  When working with your contracts, these amendment types will be listed in various pull down list boxes when you are adding or updating a contract into EnergySteward.com.  In addition, you can run queries and reports based on this amendment type (ie.. pull up a list (then maybe export to Excel) of all contracts which have a "Bonus Change" amendment, for instance).

 

Important note:  These configuration screens provide you with the mechanism for populating a standardized list for the actual contract setup screen.  You assign the amendments to various contracts at the time you add or update the contract within EnergySteward.com.  Also, it is important to note that when you setup an amendment to the contract you will be indicating both the amendment type (like "Bonus Change") and optional amendment text (to incorporate snippets of the contract document relevant to the amendment).  Again, associating these amendment types and any amendment text is done during contract setup.

 

The screen shot below shows the initial screen which lists out your available amendment types:

 

Add Contract Amendment Type (button) - Click this button to add a new contract amendment type.

 

View/Edit Grid Button (pencil) - Click this next to the applicable amendment type in order to change the information about this type.

 

Delete Grid Button (red x) - Click this next to the applicable amendment type that you want to permanently delete.  When you delete an amendment type, then all contract associations with this amendment type will be removed (contracts will still be there, just their association to this type will be permanently deleted). Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.

 

 

Contract Amendment Name - This can be any name for the amendment type which you want to define.  It is suggested that you make this name relatively descriptive for the contract amendment in question.  The name you post here is what will show up within the pull down list box when setting up a contract with this amendment type.

 

Notes - This is required and should just be a brief description for indicating what conditions might cause a contract to be assigned with this amendment type.

 

Is Contract Amendment Available (checkbox) - If checked, then this amendment type is considered active and will therefore show up in the pull down list boxes when setting up contract information.  If unchecked then historical amendment information is maintained BUT when assigning new amendments to contracts, the item will be unavailable (will not show up in the pull down list box).