Updating the Phase and Cost Code in Flex
At times, it is necessary to update the phase, cost code and even the amounts in RedTeam Flex after the commitment has been emailed to the TeamPlayer vendor. In this article, we will discuss how this process works and cover a few potential issues that may arise before making any changes.
Updating Phase, Cost Code or amounts
First, you'd need to put your Commitment back into Draft status and go to the Edit screen.
In step 2 - Contract Terms, you can select the new cost code you need to assign to your commitment. Here you can select a new Cost Code, or a new phase
Tip!
If the default configuration of the commitment allows for the Commitment Value to be allocated to multiple Cost Codes, you'd need to verify each SOV line to make sure it's been allocated to the correct Phase/Cost Code. Only the first line will change by default with the new Cost Code entered in the Contract Terms step.
The remaining lines will maintain the previous Cost Code assigned.
To change the SOV line amounts, go to Step 3 - Products & Services, use the checkboxes next to the SOV lines to select the ones you need to update, and click Update when you are ready.
You can change the Description, Cost Code and Amount from this screen, Click Save when you are ready.
After you've made the necessary changes on your Commitment, you can go ahead and Commit it and the commitment documents and SOV lines will be updated in the background to reflect the changes in TeamPlayer, without having to resend the commitment to the vendor.
Where the Phase and Cost Codes are displayed in TeamPlayer?
The only place where the Phase shows up in TeamPlayer is in the contract documents, and the Cost Code shows on the Contract documents and in the SOV lines when the vendor is filling up the billing form.
