Create an amendment to a customer contract

An amendment changes a contract signed with a customer: an assignment extended, a new period, a new rate, a withdrawal. In Nicoka, the amendment is a new contract created from the original one, to which it stays attached. The same mechanism exists on purchase contracts.

Create the amendment

1. Open the customer contract. Depending on your settings, it may be called Order or Contract.
2. Click Actions, then Create an amendment.
3. The account and the company of the contract are kept and cannot be changed. Enter the Date of the amendment and its Period. When the contract carries a billing plan, the Copy the billing plan box copies it onto the amendment, shifted to the new period.
4. Click Create an amendment. The amendment opens with its lines copied, ready to be edited.

Find the amendments of a contract

The original contract carries an Amendments tab listing the amendments created from it. An amendment created from another amendment shows in the Amendments tab of that amendment: to keep every amendment of an assignment in one place, create them from the original contract.

Numbering of amendments

By default, an amendment receives the next number of its type's numbering, like a new contract. For it to take the number of the original contract followed by its rank (for instance X-2026-00125-1 for the first amendment, X-2026-00125-2 for the second), enable the option in the sales settings:

In the settings of the Sales module, orders block, tick Amendments take the contract number and save.

The option applies to the amendments created from then on. An amendment created from another amendment continues the series of the original contract (-3, -4…), and the contracts themselves keep their numbering. A number strictly identical to the contract's is not possible: the number identifies each document and invoices refer to it. An amendment already created is renumbered by hand, through Edit header data, Number field.