GNM_SLM_Sales_Contracts_Processing_TS

• 1. .Introduction

     1. Purpose

The document GNM_SLM_Sales_Contracts_FS.docx is the functional specification that describes what business functions SLM supports in relation to syndication redistribution contracts.

This document is one of a set of technical specifications that provide details of how those functions are implemented in RCS.

• 1. Scope

This document focusses on the processing of redistribution contracts after they have been created. The initial entry of contracts and the contract term sheets are covered in separate documents.

This document is intended as a high-level technical document outlining how the relevant business functions are implemented in terms of software modules.

Importantly, this document does not aim to provide the level of detail that would be required in a programming specification in areas such as program structure, detailed business rules, data integrity, validation, locking considerations, data security, and calls to/from other software modules, performance considerations, and so forth.

For details of program logic and coding, the reader should refer to the program files themselves.

• 1. .Contract processing

All of the contract processing is carried out using the same screen rcs_scon_010_pc.fmb that is used to create new sales contracts.

When used to create new contracts, as described in the New contacts documentation, this screen is called from the Find a customer screen (rcs_ordr_010_pc.fmb) and on opening bypasses the list window shown below, and instead navigates directly to the contract details window with the context of the chosen customer.

However, for the various processing options described in this document this screen executes in a different mode, opening with a list window shown below.

The various queries (required for these screen versions) are defined by setting the block “default where” programmatically on entry to the screen, based on the value of the mode parameter passed in from each menu option.

• 1. Current contracts

The Current contracts screen lists all contracts that have not ended yet i.e. the end date is in the future or it is blank. The list is shown in alphabetic order of customer name. A customer may have more than one concurrent contract.

This instance of the screen is accessed from the following menu option:

Syndication → Current contracts

Pressing the “Show details” button navigates the user to another window that shows all the details of the highlighted contract, including: its duration and terms, client services, periods & products, any linked content, associated invoices, stored documents, delivery options, owners, alert recipients, and contacts. All of these sections for maintaining contract data are as described in the Sales contracts definition document in the documentation set.

• 1. Contracts not received

The Contracts not received screen lists all contracts that have been issued to the customer for signature but have not been received from the customer. This queue exists to help manage the process of getting paperwork signed and returned.

This instance of the screen is accessed from the following menu option:

Syndication → Contracts not received

Pressing the “Show details” button navigates the user to the details of the contracts, as described for Current contracts above.

• 1. Renew contracts

The Renew contracts screen lists all contracts whose latest contract period is due for renewal. A contract appears on this list when its latest period meets these criteria:

• • The contract is not a trial, and is defined as being renewable;

  • The renewable period is enabled, and has not been cancelled or terminated;

  • The period ends within 180 days; and

  • No later period exists under this contract.

This instance of the screen is accessed from the following menu option:

Syndication → Renew contracts

Pressing the “Renew >>” button navigates the user to the details of the contracts, as described for Current contracts above.

Renewal reminders alerts are sent to the owners of the contracts, starting 180 days from the contract end date, and thereafter 150, 120, 90, 60, 30, 23, 16, 9, 7, 6, 5, 4, 3, 2, 1, 0 days before the end date. The alert recipients can go into SLM and acknowledge the reminder which will then prevent them receiving more reminders for a given contract.

• 1. Invoice estimates due

The Invoice estimates due screen lists all contracts having invoice estimates that are due to be updated with actual invoice values so that the invoice(s) can be issued. These tend to be for the Ad share contracts where the customer reports volumes which are used to calculate the actual fee.

An invoice estimate is deemed due for amendment when:

• • The contract is not a trial;

  • The invoice is identified as an estimate, and is not cancelled;

  • The due date is today or earlier; and

  • The fee has not been billed by another system already (which can occur when contracts are migrated from another billing process to SLM).

This instance of the screen is accessed from the following menu option:

Syndication → Invoice estimates due

Pressing the “Invoices >>” button navigates the user to the details of the contracts, as described for Current contracts above.

• 1. Contracts handled by

The Contracts handled by screen lists all contracts handled by a particular SLM user. On entry to the screen the user is asked to choose the user whose contracts they wish to see. Upon choosing from the LOV a list of that user’s contracts is displayed.

This instance of the screen is accessed from the following menu option:

Syndication → Contracts handled by

Pressing the “Show details” button navigates the user to the details of the contracts, as described for Current contracts above.

End of Document