Editing Contracts

Edit Run Date on a Contract

You can edit the run date for both time-based line and issue-based line items.  

Note: You may notice that your sales reps do not have the ability to edit a contract or line item. If this is the case, check out this article.

To edit the run date of an issue-based line item on a Won contract: 

  1. Navigate to Delivery using the left-hand navigation menu.
    Screen Shot 2021-07-27 at 10.33.19 AM
  2. Click the View button to display the Line Item Details panel. 

    Screen Shot 2021-08-11 at 3.48.58 PM

  3. Click the Edit button to edit the insertion details. 

    Screen Shot 2021-08-11 at 3.50.59 PM

  4. Use the Issue drop-down to select your new date(s).

    Screen Shot 2021-08-11 at 3.51.53 PM
  5. Click the Update button to save your changes.

To edit the run date of a time-based line item on a Won contract: 

  1. Navigate to Delivery using the left-hand navigation menu.
    Screen Shot 2021-07-27 at 10.33.19 AM
  2. Click the View button to display the Line Item Details panel. 

    Screen Shot 2021-08-11 at 3.48.58 PM

  3. Click the Edit button to edit the insertion details. 
    Screen Shot 2021-08-11 at 3.55.10 PM
  4. Use the Run Dates drop-down to select your new date(s).
    Screen Shot 2021-08-11 at 3.54.31 PM
  5. Click the Update button to save your changes.