Locking of Contracts

Locked contract versions are marked with the flag Locked set. Contract versions are locked in the following situations:

• A workflow was started on this contract version (only if the optional feature Workflow is available).This does not imply that the workflow is still active, but obviously a contract version which was sent around to collect approvals or comments must be frozen.

• There is already a new version of the contract.

Old versions must not be editable to prevent the user from updating old contract versions. It is possible though to select an old contract version and press Create A New Object: In this case a new version is created based on the selected version instead of the latest version available.

• The contract has a Current Status representing the system internal state Invoicing Allowed.

Locked means that the contents of the contract are frozen. It is still possible to enter remarks, to enter comments, to change the assignment rules, to upload documents as attachments, to deactivate the contract and to archive it. It is in particular NOT possible to add or delete services, to change prices, to edit the text part of the contract or to change basic other parameters of it.

Note: In order to avoid that too many contract versions pile up during testing, a test mode is available: It allows the user to change the status of a contract (quotation, sideletter) back from Approved (system internal status Invoicing Allowed) to whatever other status. During normal operation this will not be possible, as it must not be possible to change approved contract versions.