Account Management: Contract Detail

The authority to edit contract details requires an American Modern Licensing & Contracts Profile Administrator security profile.

The Contract Detail page provides a place for you to complete or edit the contract details of the current Contract Holder. This page must be completed in order to activate a Contract Holder. Sections include:

• Contract Summary

• Contract Processing

• Contract Addendum Processing

Contract Summary

The Contract Summary section indicates answers to the initial questions as entered by the Sales Rep or Agency Contract Coordinator.

 

Contract Processing

The Contract Processing section provides a place for you  to enter/edit contract details prior to activating the Contract Holder.

Contract Processing fields include:

Section	Field	Description
Contract Processing	Guaranty Received Date	Date the Contract Holder signed the Guaranty.
	Execution Date	Date the Contract Holder signed the contract. This field is required to activate the CH.
	1st Mailing Date	Date the contract was first mailed to the Contract Holder when the contract kit is not utilized.
	2nd Mailing Date	Date the contract is mailed to the Contract Holder after being amended.
	Contract Received Date	Date the signed contract is received from the Contract Holder. This field is required to activate the CH
	Processor Agreement	Indicates if the contract stipulates that the CH will do their own processing.
	RVP Approval for Unsigned Contract	Indicates if a Regional Vice President (Sales) has approved an unsigned contract.
Contract Image Processing	Image Sent / Contract Addendum Date	Date the contract image is sent to Filenet.
	Image Received/ Contract Addendum Date	Date the contract image is
	Image Identifier	Filenet reference; not utilized.
Rescind Contract	Rescind Reason	Reason for rescinding the contract.
	Rescind Date	Date contract rescinded.

 

Contract Addendum Processing

The Contract Addendum section lists addenda that have been assigned to the contract being viewed. Addenda can be edited, removed or added. As part of a CH termination, each addendum must have termination dates entered.

To complete addendum processing:

1. Select the check box to the left of the corresponding addendum.

2. Click View/Edit.

The Contract Addenda Details page opens.

3. Follow the steps to edit the addenda details.

To remove addenda:

1. Select the check box to the left of the corresponding addendum(-da). To select all addenda, select the topmost check box.

2. Click Remove.

The Contract Processing page refreshes with the addenda removed.