Accounts tab: Increase or decrease a current fiscal year allocated amount and account, add a future fiscal year account and amount. Non Encumbered Accounts: Main tab, User Defined tab (if applicable), Subcontractor tab, and Insurance tab information. Accounts tab: Increase or decrease a current fiscal year allocated amount and account, add a future fiscal year account and amount. Prerequisites Before you can successfully change a contract, you must ensure that the necessary settings and codes are in place. If settings and codes are not set up, or not set up correctly, you may need to contact your Munis system administrator to have them updated or added into the Munis system. Confirm the following: You have menu access to the Contract Entry program. You have the appropriate user permissions for Contract Management: Maintain Own Posted Contracts View Contracts by Department: Limited to own departments Create/Maintain Amounts by Segment Active general ledger accounts exist in the General Ledger Accounts program. There must be a valid e-mail address for your user ID in the User Attributes program. The Use Workflow for Posted Contract Changes check box must be selected in the Contract Settings program. Procedure Use the following steps to make changes to a contract: Open the Munis Contract Change Orders program. Financials > Purchasing > Contract Management > Contract Change Orders Click Search to search for the contract to change. the applicable search criteria. Search criteria might include the contract number, vendor, or project. According to permissions, you are restricted to viewing contracts for your department. Click Accept initiate the search. If you find more than one contract, scroll through the list to to find the contract to change. Changes to Informational Details To update information on the Main, User Defined, Subcontractor, or Insurance tabs: Update. The program displays the Change Order Reason box. Enter the reason and click Save on the File menu. Click Exit on the File menu to return to the contract record. Make the required changes, and then Accept to save the changes.
Accounts tab: Increase or decrease a current fiscal year allocated amount and account, add a future fiscal year account and amount. Non Encumbered Accounts: Main tab, User Defined tab (if applicable), Subcontractor tab, and Insurance tab information. Accounts tab: Increase or decrease a current fiscal year allocated amount and account, add a future fiscal year account and amount. Prerequisites Before you can successfully change a contract, you must ensure that the necessary settings and codes are in place. If settings and codes are not set up, or not set up correctly, you may need to contact your Munis system administrator to have them updated or added into the Munis system. Confirm the following: You have menu access to the Contract Entry program. You have the appropriate user permissions for Contract Management: Maintain Own Posted Contracts View Contracts by Department: Limited to own departments Create/Maintain Amounts by Segment Active general ledger accounts exist in the General Ledger Accounts program. There must be a valid e-mail address for your user ID in the User Attributes program. The Use Workflow for Posted Contract Changes check box must be selected in the Contract Settings program. Procedure Use the following steps to make changes to a contract: Open the Munis Contract Change Orders program. Financials > Purchasing > Contract Management > Contract Change Orders Click Search to search for the contract to change. the applicable search criteria. Search criteria might include the contract number, vendor, or project. According to permissions, you are restricted to viewing contracts for your department. Click Accept to initiate the search. If you find more than one contract, scroll through the list to find the contract to change. Changes to Informational Details To update information on the Main, User Defined, Subcontractor, or Insurance tabs: Update. The program displays the Change Order Reason box. Enter the reason and click Save on the File menu. Click Exit on the File menu to return to the contract record. Make the required changes, and then Accept to save the changes.
JeffCo%20Munis%20Financial%20End%20User%20Process%20Document-Final%2008032015.docx