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Changing Contract Start Date

Upasana Mukherjee
  • Updated

Overview

You want to fix the contract start date to match the last renewal for an account. You want to change “Contract Date From” to a new date, keeping the Term and End Date the same.

 

Solution

Open a Support ticket with the below information:

  1. Account number 
  2. The new Contract Start Date or Contract Date From value

After the changes are made by the Support team, you will be informed about it.

<supportagent>

Prerequisites:

  • Write-Access to the Client database

  • Access to the client-specific CSR site (for Testing)

 

Steps:

It is required to update the corresponding dates for the Contract Start Date in both the tables RateDetail and RateTransition with the given date.

1. Run a select query to get CustID for the given customer.

select CustID from Customer c where c.CustNo='<client provided customer number>'

2. Run a select query to get RateTransitionID for the most recent entry.

select top 1 RateTransitionID, * from RateTransition where CustID=<as obtained in Step 1> order by 1 desc

3. Run an update query to update the EffectiveDate in RateDetail to the date shared by the client in the format YYYY-MM-DD 00:00:00.000.

update RateDetail set EffectiveDate='<date>' where RateTransitionID=<as obtained in Step 2>

4. Run an update query to update the SwitchDate in RateTransition to the date shared by the client in the format YYYY-MM-DD 00:00:00.000.

update RateTransition set SwitchDate='<date>' where RateTransitionID=<as obtained in Step 2>

</supportagent>

 

Testing

You can verify the updated Contract Start Date using the steps below:

  • Log in to the CSR site.
  • Search for the customer account number from the Search section in the top right section of the screen.
  • In the displayed result, under tab Customer Info -> section Account Information, the "Contract Date From" field should display the updated date.

 

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