OKS Termination / Credits

Contract must be in active status

TERMINATE CONTRACT
1. Navigate to the Following Responsibility / Function
a. CMPC US CONTRACT ADMIN > Launch Contracts
b. The Launch pad is displayed. Select the Contract Navigator Tab.
c. From here you can search for the contract to terminate by browsing the Contract
Groups and their associated contracts or you can search the contract using the
Flashlight icon from the top icon toolbar, select the contract.
d. Once the contract has been identified, you can use the Tools Menu or the Context
Menu (right click on the contract results) to select the appropriate function. Select
TERMINATE from either menu.

2. Terminate the contract by entering the details of the termination.

a. The application will show the Termination Details form.
b. Enter the date of Termination. This date has to be within the contract Start and End
Dates.
c. Enter the Termination reason from the Credit Rebill Form.

d. Select the <REVIEW> button.

e. The application will unfreeze the Amount fields for their review.
f. The AMOUNT field will show the calculated credit due to the customer based on the
last billing period and the remaining time for that period.

g. Credit Issue options: You have the following options to manage that credit.
i. Direct Credit:
This will leave the amount As-Is and issue the customer a
Credit Memo for the amount shown.
ii. Override
This field allows you to enter a different amount for the
Credit:
Credit Memo. This amount CANT be a greater amount that
the shown in the AMOUNT field.
iii. Full Credit:
This option allows the user to issue a Credit Memo for the
TOTAL BILLING PERIOD AMOUNT and not only the unused
part.
iv. Suppress
This will remove any credit amount and no Memo will be
Credit:
created.

OKS Termination / Credits

h. Finish the process by selecting the <TERMINATE> button. If the contract was
successfully terminated, the application will show the SAVE confirmation pop up
screen.
i. Select OK to close the window.

3. Review the Credit issued to the customer.

a. From the Contract Navigator or the Search Form, find again the contract that was
just terminated. From the Context Menu or the Tools Menu select OPEN.
b. The application will open the contract.
c. Navigate to Summary / Pricing Billing Tab.
d. In the upper right part of the header you can see the Contract Total amount, tax and
terminated.

e. From the Summary/Pricing - Billing Tab, select the <BILLING> button located in the
middle of the form.
f. The Billing schedule window is displayed.
g. From there, you can review what the actual credit amount was issued to the
customer, what was billed during the life of the contract and what was terminated in
the case of billing periods remaining.

1.
2.
3.
4.
5.
6.

4
2
6

Total value of the Contract

Total Amount Billed.
Amount Credited to the customer (From the billed amount).
Total amount Unbilled (Including the credit issued to the customer)
Final amount billed
Overridden amount

CONTRACT MUST BE IN ACTIVE STATUS

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OKS Termination / Credits

TERMINATE CONTRACT LINE
1. Navigate to the Following Responsibility / Function
h. CMPC US CONTRACT ADMIN > Launch Contracts
a. The Launch pad is displayed. Select the Contract Navigator Tab.
b. From here you can search for the contract to terminate the line by browsing the
Contract Groups and their associated contracts or you can search the contract using
the Flashlight icon from the top icon toolbar.
c. Once the contract has been identified, you can use the Tools Menu or the Context
Menu to select the appropriate function. Select EXECUTION from the Tools Menu or
double click the contract results to get the menu. The Contract Execution form is
displayed.

2. Terminate the Contract Line.

a. From the Execution module you can review different data details for the current
contract.
b. From the Overview TAB select the Line to be terminated.
c. You can use the Context Menu or the Tools menu to terminate the Line. Select
Terminate Line from either menu.

d. The application will show the Termination Details form.

e. Enter the date of Termination. This date has to be within the Line Start and End
Dates.

f. Enter the Termination reason from the Credit Rebill Form.

g. Select the <REVIEW> button.
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OKS Termination / Credits

h. The application will unfreeze the Amount fields for their review.
i. The AMOUNT field will show the calculated credit due to the customer based on the
last billing period and the remaining time for that period for the specific line to
terminate.

j.

Credit Issue options: You have the following options to manage that credit.
i. Direct Credit:
This will leave the amount As-Is and issue the customer a
Credit Memo for the amount shown.
ii. Override
This field allows you to enter a different amount for the
Credit:
Credit Memo. This amount CANT be a greater amount that
the shown in the AMOUNT field.
iii. Full Credit:
This option allows the user to issue a Credit Memo for the
TOTAL BILLING PERIOD AMOUNT and not only the unused
part.
iv. Suppress
This will remove any credit amount and no Memo will be
Credit:
created.

k. Finish the process by selecting the <TERMINATE> button. If the contract line was
successfully terminated, the application will show the SAVE confirmation pop up
screen.
l. Select OK to close the window.

OKS Termination / Credits

CONTRACT MUST BE IN ACTIVE STATUS
TERMINATE SUBLINE
1. Navigate to the Following Responsibility / Function
i. CMPC US CONTRACT ADMIN > Launch Contracts
a. The Launch pad is displayed. Select the Contract Navigator Tab.
b. Once the contract has been identified, you can use the Tools Menu or the Context
Menu to select the appropriate function. Select OPEN from either menu.
c. Once the Contract has been opened, navigate to Lines / Pricing Products Tab.
d. Select the Sub-Line to be terminated.
e. From the Context Menu or the Tools menu, select TERMINATE SUB-LINE.

2. Terminate the contract sub-line by entering the details of the termination.

a. The application will show the Termination Details form.
b. Enter the date of Termination. This date has to be within the Line Start and End
Dates.

c.
d.
e.
f.

Enter the Termination reason from the Credit Rebill Form.

Select the <REVIEW> button.
The application will unfreeze the Amount fields for their review.
The AMOUNT field will show the calculated credit due to the customer based on the
last billing period and the remaining time for that period for the specific line to
terminate.

g. Credit Issue options: You have the following options to manage that credit.
i. Direct Credit:
This will leave the amount As-Is and issue the customer a
Credit Memo for the amount shown.
ii. Override
This field allows you to enter a different amount for the
Credit:
Credit Memo. This amount CANT be a greater amount that
the shown in the AMOUNT field.
iii. Full Credit:
This option allows the user to issue a Credit Memo for the
TOTAL BILLING PERIOD AMOUNT and not only the unused
part.
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OKS Termination / Credits

iv. Suppress
Credit:

This will remove any credit amount and no Memo will be

created.

h. Finish the process by selecting the <TERMINATE> button. If the contract line was
successfully terminated, the application will show the SAVE confirmation pop up
screen.
i. Select OK to close the window.