ITEA-PC-Implement Contract Compliance

Open [In Process]

20% complete, updated on Fri 7/18/25 3:21 PM by Jennifer Stokes

Changed Percent Complete from 10% to 20%.
Completed to date: 

• Demo of Contract Compliance
• Discovery of system options
• Test basic contract setup
• Test invoice against contract
• Test PO against contract

• Complete setup of live examples
• Make and document all business decisions in order to write final business process
• Make and document any configuration or template changes
• Understand reporting
• Change management
• Training

• Focus on Release Contracts
  • Make and document all business decisions
  • Make and document all configuration changes required
  • Make and document all template updates required
  • Understand reports available

• Focus on non-release Milestone Contracts
  • Make and document all business decisions
  • Make and document all configuration changes required
  • Make and document all template updates required
  • Document changes to invoicing process
  • Understand reports available

• Change Management & Training
  • Include additional staff from buyer group for training and business process changes
  • Include AP staff for invoice process changes
  • Refine business processes
  • Document use case criteria for new process
• Reporting
  • Determine how to handle contract-based reporting

• Obtain approval to implement new business process
• Move all configuration and template changes to production.