How to Create a Contract

How to Edit a Pending Request

How to Amend a Contract

How to View a Contract by Amendment

How to View a Contract by Date

How to Create or Modify and Address, Contact, or Address Group

How to Print a Contract

Replacement Shipper - How to elevate a secondary point

Releasing Shipper - How to elevate and amend a point

Replacement Shipper - How to amend a contract

Navigation

Navigate to the Contracts application and click the + (plus sign) to view the expanded contents. Click the + (plus sign) next to the Contract Maintenance folder; then double-click the Create or Amend Contract sub-folder to display Select Contract to Amend screen.

How To Create a Contract

1. Click the Create Contract button at the bottom of the screen to display the Steps to Create a Contract screen.
2. Type in the Service Requester Prop number in the Service Requester Prop field, or click the Choose Service Requester Prop drop-down menu. Highlight the appropriate company name and click the Accept button.
3. Click the down arrow in the Choose Transportation Service Provider field and select the service provider from the list. Click the Accept button. Or, enter the TSP in the field.
4. Click the Type of Service drop-down menu. Highlight the appropriate Type of Service and Type of Contract and click the Accept button.
5. Click the Contract Effective Date drop-down calendar and select the appropriate date. Or, enter the date in the field.
   NOTE: The Contract Effective Date is required.
6. Click the Contract Effective Thru-Date drop-down calendar, and select the appropriate date. Or, enter the date in the field.
   NOTE: The Contract Effective Thru Date field (step 6) is not allowed for the following types of services: ISMA, ISPA, IT, IT-X, LMSMA, LMSPL, LMSPA, PTR, PTRD, SA, and Rollup. For these types of services, the Effective Thru Date field will default to NULL.
7. Click the Save button. As the entry is saving, a contract number appears in the New Contract Number field at the bottom of the screen. A new screen appears that displays the following tabs: Details, Quantity, Assigned Address, Comments, Contract Terms, and Validation Messages. The Details screen is active.

Details Tab

NOTE: The Service Requester Name, Contract, TOS, Service Requester, Service Requester Prop, and Transportation Service Provider fields displayed in the header on this and succeeding screens contains information entered on a previous screen and are not editable here.

1. If you need to change the Eff Date or Eff Thru Date that was entered in the previous screen, either date can be changed by clicking the Eff Date field and enter the appropriate date.
2. Click the Eff Thru Date and enter the appropriate date.
3. Click the Amnd Desc field and enter a description of the base contract or use the system default (Amendment 0 for the current contract).
   NOTE: For new contracts, the Amnd field on the right side should be 0.
4. For further identification, type in a description of the contract in the Req ID field or use the system default (current contract number).
5. Click the Save button.

NOTE: Edit the Amend Status only after all screens are completed and ready to be transmitted.

Quantity Tab

1. Click the Quantity Tab depending on the type of service contract created and select the Transportation Location(s) or Storage Location(s) option.
   NOTE: For IT and SA service, do not enter any information in the Transportation Location/This Request screen.
2. For IT-X and IS service, complete the following fields: Location Prop, Loc Purp of Receipt/Delivery or Injection/Withdrawl indicators.
3. For PTR service, complete the following fields: Loc Prop and Loc Purp of Delivery.
4. For all other service types, complete the following fields: Location Prop, Loc Purpose, and Requested Quantity.

Transportation Location(s)/This Request Tab

1. Click the Add New button at the bottom of the screen to add a new location. Type the Location Prop in the field, and press Enter or the Tab key to display details for the record. Or, click the Location Prop field drop-down menu and select the appropriate Location.
   NOTE: Complete this step for all delivery and receipt locations. When the entries are saved, the field(s) will be updated to contain the entered information.
2. Select the Location Purpose Code for the Delivery (D) and Receipt (R) locations from the drop-down list. Or, type an R or D in the Location Purpose field.
3. Enter the Requested Quantity for the Delivery and Receipt locations.
4. Click the Save button.
5. Click the Validate button to ensure that locations are valid and that the contract receipt quantities equal the contract delivery quantities. If the validation fails, go to the Validation Message tab to view the error messages.

Transportation Location(s)/Cumulative Quantity Tab

NOTE: You cannot enter any data on the Transportation Location(s)/Cumulative Quantity screen.

Transportation Location(s)/Cumulative Leg Zone Quantity

NOTE: You cannot enter any data on the Transportation Location(s)/Cumulative Leg Zone Quantity screen.

Contract/This Request Tab

1. Click the Contract/This Request tab. Click the Sum button if the TOS is a contract with location quantities (excluding storage contracts). The grid on the screen will update with a contract total based on the calculation of the saved location quantities for this amendment.
2. Click Add New and enter the new quantity requested in the Requested Quantity field if the TOS is an FS-MA, FS-PA, LNGS, IS-PA, IS-MA, IT, IT-X, Park or Loan contracts.
3. Click the Save button.

Contract/Cumulative Quantity Tab

NOTE: You cannot enter any data on the Contract/Cumulative Quantity screen.

Storage Location(s)/This Request Tab

1. Click the Storage Location/This Request tab for storage contracts and click the Add New button to enter the injection and withdrawal locations.
2. Type the information for the injection location in the Loc Prop field. Select the Loc Purpose of Injection. Then enter the injection quantity in the Req Qty field. This quantity must be 1/150th of the MSQ entered.
3. Type the required information for the withdrawal location in the Location Prop field. Select the Loc Purpose of (W) Withdrawal and enter the withdrawal quantity in the Req Qty field. This quantity must be between 1/30th and 1/365th of the MSQ.
   NOTE: The Location Prop fields can be completed by clicking the drop-down menu and selecting the appropriate location proprietary code for the injection and withdrawal locations.
4. Click the Save button.
5. In the Ratchet Components section, the following fields are shown: Ratchet 2 (MDWQ), Ratchet increment 1, and Ratchet increment 0.
   NOTE: The MDWQ field will be populated with the withdrawal quantity previously entered.
6. Enter the appropriate Ratchet increments in the three Ratchet Component fields, if this is a ratcheted contract.
7. Click the Save button.
   NOTE: For IS-MA, IS-PA and LNGS contracts the Loc Prop must be entered but no volume should be entered.
8. Click the Validation button. If the Validation fails, go to the Valid Message tab to view the error messages.

Storage Location(s)/Cumulative Quantity Tab

NOTE: Entries cannot be made on the Storage Location(s)/Cumulative Quantity screen.

Assigned Address Tab

1. Click the Assigned Address tab to add or modify a notice and billing address. If addresses have been designated as billing default (BILDF) and notice default (NOTDF), these defaults will be shown on this screen and can be changed if necessary.
   NOTE: For instructions on setting up a default address, see "How to Create or Modify an Address, Contact or Address Group."
2. Click the New button to add a new address. Click the drop-down menu in the Group Number field. The available address groups appear in the left pane, and their currently assigned address group contract number, TOS, TOC, and TSP can be viewed in the right pane.
3. Highlight the address pertinent to this contract and click the Accept button.
   NOTE: One billing and one notice address per contract are required.
4. Click the Save button to save the assigned addresses.
5. To modify an existing default address, click the Group Number to be replaced. Type in a new Address Group number. Or, click the drop-down menu in the Group Number field. All available address groups, the address groups currently assigned contract numbers, TOS, TOC, and TSP appears on the screen.
6. Highlight the address pertinent to the contract to be amended. Click the Accept button. The new address group replaces the old one in the grid at the top of the Assigned Address screen.
   NOTE: One billing and one notice address per contract are required.
7. Click the Save button. When a billing agent has been assigned, the agent and address are also displayed.

Comments Tab (Optional)

1. Click the Comments tab to add a comment; then click the Add New button. Click the down arrow in the Comment Type field and select the appropriate comment type from the drop-down list. For external customers, the comment type will automatically be populated when the Add New button is clicked. Type any comments in the field on the right.
   NOTE: Comments do not become a part of the contract.
2. Click the Save button. The Chg User and Comment Date fields update automatically.

Contracts Terms Tab (Optional)

Click the Contracts Terms Tab to add a Nonstandard Term or a Special Term.

Nonstandard Terms Tab

1. Click the Add New button to add a nonstandard term. Click the drop-down arrow in the Term Code field, and from the drop-down list select the terms negotiated for this contract. The Eff Date field is updated automatically with the effective date on the contract.
   NOTE: Steps 2 and 3 apply to Load Management Service—Pipeline (LMS-PL) contracts only. If the contract being created is not an LMS-PL contract, save the nonstandard terms entered in Step 1 by clicking the Save button. The Status, Chg User, and Time Stamp fields update automatically.
2. For LMS-PL contracts, the system will add the Imbalance Tolerance terms, the pipeline tolerance level (Percentage), the pipeline tolerance level volume (Volume) and the Penalties fields. Locate the Percentage and Volume fields on the right. In the Numeric Value column, enter a value in one, but not both fields. The numeric value for Volume can be 1 (one) or greater. The numeric value for Percentage can be from 1% to 100%, where 100% is the same as payback in kind.
3. On the Properties screen, the system will add the Penalty indicator to the Description column and place an N (no) in the Value column. This entry can be changed to Y (yes) prior to submitting the contract to the system, if necessary.
4. Click the Save button. Once the terms are saved, the Status, Chg User, and Time Stamp fields are updated automatically.

Special Terms Tab (Optional)

1. Click the Special Terms tab to add a special term. Click Add New to add special terms.
2. Enter the special terms in the right hand side of the screen in the Special Terms box.
3. Click the Save button. Once the terms are saved, the Chg User and Time Stamp fields are updated automatically.

Validation Message Tab (Internal Users Only)

The Validation tab contains any error messages encountered while creating a contract.

Submitting the Contract

1. After all relevant information has been entered, click the Details tab. In the Amnd Status field, click the drop-down menu and submit the contract to the pipeline by changing the contract status to Transmitted.
2. Click the Save button.

See Also

How To Amend a Contract
How To Edit a Pending Request

1. After the contract has been approved, navigate to the Review/Maintain a Contract folder.
2. Click the Search button, or to narrow the search, enter the contract number and click Search.
3. Highlight the appropriate contract and click the Continue button. The Contract Amendment screen appears.
4. Locate the Amnd Status field. Click the drop-down menu and execute the contract by changing the status to Executed.
5. Click the Save button.

Purpose

A contract request that has been saved but not transmitted can be revised on the Edit Pending Request screen. This edit feature can be used to revise a contract that was saved for later processing or was not transmitted due to an error encountered during transmittal.

Navigation

Navigate to the Contracts application and click the + (plus sign) to view the expanded contents of the application. Click the + (plus sign) next to the Contract Maintenance folder; then double-click the Edit Pending Request subfolder to display the Pending Request screen.

NOTE: On the Pending Request screen, you can query the Contract, Amendment Number, Service Requester, Service Requester Name, Service Requester Prop, or Request ID fields. Make queries individually or in any combination.

How To Edit a Pending Request

1. Enter the Contract Number in the Contract Number field and click the Search button to locate the contract to be amended. Or complete the Service Requester, Service Requester Prop, Contract, TOS, TOC, Amnd Status, or TSP Name fields, in any combination, to locate the appropriate contract. A list of contracts appears.
2. Select the contract to be edited and click the Continue button at the bottom of the screen.
   NOTE: Except for the Type of Service field, the fields that can be added during the Create Contract process can be edited on the Pending Request screen.
3. Click the appropriate fields and make the necessary revisions.
4. Click Save on every screen where a change is made.
5. After the contract has been completed, click the Details screen and change the Amnd Status to Transmit. Click Save.

Navigation

Navigate to the Contracts Application and click the + (plus sign) to view the expanded contents of the application. Click the + (plus sign) next to the Contract Maintenance folder; then double-click the Create or Amend a Contract sub-folder to display the Select Contract to Amend screen.

How To Amend a Contract

1. Enter the contract number in the Contract Field, and click the Search button to locate the contract to be amended. Or complete the Service Requester, Service Requester Prop, Contract, TOS, TOC, Amnd Status, or TSP Name fields, in any combination, to locate the appropriate contract. A list of contracts appears.
2. Highlight the contract to be amended and click the Create Amendment button. The Create Amendment screen appears.
   NOTE: The system creates the Contract Details pane on the left side of the screen. This information is not editable. The Amendment Details pane is located on the screen’s right side. The PASSKEY system automatically numbers amendments once saved and displays the amendment number in the Amnd # field on the next screen.
3. Click the Amnd Desc field and enter a description of the amendment to the contract.
4. Type a description in the Req ID field to further identify the contract.
5. In the Effective Date field, enter a date by clicking the down arrow and using the scroll bar. Or, type in a specific date.
6. Click the Save button, and the Details screen appears.

Details Tab

1. Locate the Amnd # field in the screen’s right pane. The PASSKEY system will number amendments as they are received and list each amendment number.
2. Locate the Amend Desc field. This field contains the Amend description entered on the previous screen. If necessary, changes to the description can be made by clicking in the field.
3. The Req ID field contains the information that was entered in the previous screen. If necessary, changes can be made by clicking in the field.
4. The Eff Date field will contain the date entered when the contract amendment was created. Changes to the date can be made by clicking the Eff Date field and correcting the data.
5. Click the Save button to save any changes made to this screen.
   NOTE: The TOC, Prcs Code Desc, Eff Date, Eff Thru Date, Actual Term Date, Evergreen, Term Cond, Term Notification, Billing R/D Code, and Interest Term fields displayed on this screen are not amendable.

Quantity Tab

Click the Quantity tab. Depending on the Type of Service (TOS) contract to be amended, select either the Transportation Location(s) or Storage Location(s) option.

Transportation Location(s)/This Request Tab

1. Click the Cumulative Quantity tab to change existing location quantities.
2. Select the Location(s) to be amended. Click the Copy button to copy the selected location(s) to the Transportation Location(s)/This Request screen. To select more than 1 (one) location, hold the Control (Ctrl) key and click on the blue bar to the left of the location field.
3. Click the Transportation Location(s)/This Request tab and enter the new Requested Quantity for the contract Delivery (D) and/or Receipt (R) locations.
4. Click the Add New button at the bottom of the screen to add new locations.
5. Type the appropriate Location number in the Loc Prop field and press Enter or Tab to populate the line. Or, click the drop-down menu in the Location Prop field and select the appropriate location proprietary code; then click the Accept button.
6. Click the down arrow on the Location Purpose Code for each new location or type an R (Receipt) or D (Delivery) in the Location Purpose field. Enter the total requested quantity for each of the amended locations.
7. Click the Save button to save the amended quantity entries.
8. Click the Validation button to validate the information entered.

Transportation Location(s)/Cumulative Loc Quantity Tab

This tab displays the contract’s existing meters and quantities. The information on the Transportation Location(s)/Cumulative Quantity screen can be copied to the This Request screen.

Contract/This Request Tab

1. Click the Contract/This Location tab if the TOS is a contract with location quantities (excluding storage contracts).
2. Click the Sum button. The grid will be updated with a contract total based on the calculation of the saved location quantities for this amendment.
   • If the TOS is an FS-MA, FS-PA, IS-MA, IS-PA, LNGS, IT, or IT-X contract:
3. Click Add New and enter the new quantity requested in the Requested Quantity field.
4. Click the Save button.

Storage Location(s)/This Request Tab

1. Click the Cumulative Quantity tab, and select the location(s) to be amended. Click the Copy button to copy the selected meters to the This Request screen. To select more than one location, hold the Control (Ctrl) key and click on the blue bar to the left of the location field.
2. Click the Storage Locations(s)/This Req tab and enter the requested quantity (i.e., total desired at the location) for all injection and withdrawal locations.
3. Locate Ratchet Components on the right pane of the This Request screen. The fields Ratchet 2 (MDWQ), Ratchet increment 1, and Ratchet increment 0 are shown. Changes can be made here only for contracts with Conditional Deliverability or Ratchet contracts.
4. Click the Save button to save all entries.
5. Click the Validate button to ensure that the contract injection and withdrawal quantities meet storage requirements. If quantities do not pass validation, make changes. Save and Validate again.

Assigned Address Tab

1. Click the Group Number to amend the appropriate addresses attached to the base contract. Type in a new Group Number, or click the drop-down menu in the Group Number field. The available address groups appear in the left pane, and their currently assigned contract numbers, TOS, TOC, and TSP can be viewed in the right pane.
2. Highlight the address pertinent to the contract to be amended. Click the Accept button. The new address group number replaces the old one in the grid at the top of the Assigned Address screen.
   NOTE: There is only one billing and one notice address per contract.
3. Click the Save button to save the assigned addresses. The screen will be updated with the new address information. When a billing agent has been assigned, the agent and address will also be displayed.
   NOTE: To Add or Modify an address or contact, or to add or modify an address group, see "How to Create or Modify an Address, Contact or Address Group".

Comments Tab (Optional)

1. Click the Comments tab. Click the Add New button to add comments to a contract, and click the drop-down menu in the Comment Type field. Select the appropriate Comment Type from the drop-down menu and click Accept. For external customers, the comment type will automatically be populated when the Add New button is clicked.
2. Type your comment in the comment space on the right side of the screen.
3. Click the Save button. The Chg User and Comment Date fields are updated automatically.

Contract Terms Tab (Optional)

Click the Contract Terms tab to add either a Nonstandard Term or Special Term.

Nonstandard Terms Tab

1. Click the Add New button. Click the drop-down menu in the Term Code field found in the Nonstandard Terms tab.
2. Select the terms negotiated for this contract from the menu. The Eff Date and Eff Thru Date fields can be updated for all nonstandard terms.
   NOTE: Steps 3–5 apply only to Load Management Service–Pipeline (LMS-PL) contracts and need to be updated only if new tolerances and penalties have been negotiated. Skip to step 6 if the contract being amended is not an LMS-PL contract.
3. For LMS-PL contracts, the system automatically adds the Imbalance Tolerance term, the pipeline tolerance level percentage (Percentage), and the pipeline tolerance level volume (Volume) fields on Amendment 0. To change these fields on amendments other than 0, click the Add New button, select Imbalance Tolerance from the Term Code field and click Accept.
4. Locate the Percentage and Volume fields on the grid. In the Numeric Value column, enter a value in only one of the fields. The value for Volume can be 1 (one) or greater. The Value for Percentage can be from 1% to 100% where 100% is the same as payback in kind.
5. The PASSKEY system automatically adds the Penalty indicator to the Description column and adds an N (no) in the Value column. When necessary, change the Value column entry to Y (yes) prior to submitting the contract to the system.
6. Click the Save button. The Status, Chg User, and Time Stamp fields are updated automatically.

Special Terms Tab

1. Click the Special Terms tab. Click the Add New button.
2. Type the special terms in the comment space on the right of the screen.
3. Click the Save button. The Chg User and Comment Date fields update automatically.

Validation Message Tab

The Validation Message tab contains error messages encountered during the Create An Amendment process.

Submitting the Contract Tab

1. After recording entries on all relevant tabs, return to the Details tab.
2. In the Amnd Status field, click the drop-down menu and submit the amendment to the pipeline by changing the amendment status to Transmitted.
3. Click the Save button.

See Also

How To Create a Contract
How To Edit a Pending Request

1. After the amendment has been approved, navigate to the Review/Maintain a Contract screen.
2. Click the Search button, or to narrow the search, enter the Contract Number and click Search.
3. Highlight the appropriate amendment and click the Continue button. The Contract Amendment screen appears.
4. Locate the Amnd Status field. Click the drop-down menu and execute the amendment by changing the amendment status to Executed.
5. Click the Save button.

Purpose

The Contract Summary View allows the customer to view a contract either by amendment or date. To review the capacity release and amendment history information, the customer can select the View by Amendment feature.

Navigation

Navigate to the Contracts Application and click the + (plus sign) to view the expanded contents. Click the + (plus sign) next to the Contract Maintenance folder; then double-click the Contract Summary View sub-folder. The Select a Contract screen appears.

How To View a Contract

1. Query on a single field or multiple fields at the top of the screen by entering the search criteria and clicking the Search button. Highlight the appropriate contract to be viewed.
2. Click the View Contract By Amendment button to display the Review/Maintain screen.
3. Highlight the amendment to be viewed and click the Continue button. The View by Amendment screen appears and displays the following tabs: Details, Quantity, Assigned Addresses, Comments, and Contract Terms.
   NOTE: The base contract amendment, Amendment 0, must be executed to view amendments. Pending requests will not be displayed.

Details Tab

1. The Details Contract Amendment screen is displayed. The following information can be found on this screen: Type of Contract, Effective Dates, Evergreen, Special Term Status, Amnd Status, Service Requester Name, Serv Requester, Contract Number, TOS, TSP, Serv Req Prop, and Amendment Number.
2. Click the Release button on the right side of the screen to view the capacity release information on an Assignment Contract or amendment.
   NOTE: The Release button displays information when the amendment is a capacity release amendment or the contract was created by a Capacity Release. A Capacity Release amendment displays replacement shipper details; an amendment created by a Capacity Release displays releaser details.
3. Click the Bid Room/Capacity Review Info tab to view the following fields: Open Season Number and Date (the capacity was sold), Cap Review Status, Svc Pt (storage contracts only), AQL Ind, Flow Direction, and other information.
4. Click the Amendment History tab to view the dates the contract amendment was transmitted, approved, executed, recalled, or reput.
5. Click the Fuel Option selection to view the Fuel Purchase Indicator.
6. Click the Validation Message tab to view the system messages associated with the amendment.

NOTE: Because only failed messages are returned here, this tab should be blank.

Quantity Tab

1. Click the Quantity tab. The Transportation Location tab and the This Amnd tab shows the following: Approved/Requested Quantity, Total Billable, Requested Change Quantity, Quantity Type, Loc, Loc Prop, Loc Name, and other information associated with any location changes made on the amendment.
2. Click the Cumulative Loc Quantity tab to view the Total Volume, Billable Quantities, all locations and location information effective as of the date of this amendment.
3. Click the Cumulative Zone/Leg Quantity tab to view the Zone and Leg quantities.
4. Click the Contracts tab. The This Amend tab shows the Total Requested and Approved Contract Quantity for this amendment.
5. Click the Cumulative Quantity tab to display the Total volumes and Billable quantities for the contract as of the effective date of this amend.
6. Click the Storage Location/This Amend tab to view the following fields: Loc, Loc Prop, Loc Purpose, Approved/Requested Quantity, Ratchet Quantities, and other information associated with the storage contract amendment.
7. Click the Cumulative Quantity tab to view the total injection, withdrawal and ratchet quantities for a storage contract as of the effective date of this amendment.

Assigned Addresses Tab

Click the Assigned Addresses tab to view the addresses associated with a contract. Click the Group Type field on the upper left box to display the addresses on the right.

NOTE: Assigned addresses are not amendment-specific and can be viewed from any amendment.

Comments Tab

Click the Comments tab to view any comments attached to the contract by the Service Requester. If more than one comment has been entered, highlight the Amnd Number and the comment will be displayed on the right-hand grid.

Contract Terms Tab

1. Click the Contract Terms tab to view the non-standard terms and special terms. Click the Nonstandard Terms tab to view predefined terms that are specific to the contract such as, Flexible Deliveries, Pipeline Tolerance, Recallable, and other terms.
2. Click the Special Terms tab to view any special terms on the contract. If more than one special term exists, highlight the Amnd Number and the Special Term will be displayed on the right.

Purpose

The Contract Summary View allows the customer to view a contract either by amendment or by date. To review location meters and quantities on a contract for a particular date or date range, the customer can select the View by Date feature.

Navigation

Navigate to the Contracts application and click the + (plus sign) to view the expanded contents of the application. Click the + (plus sign) next to the Contract Maintenance folder; then double-click the Contract Summary View sub-folder to display the Select a Contract screen.

How To View A Contract by Date

NOTE: Only contracts and amendments that are in Executed status can be viewed.

1. To find a contract, enter the search criteria (in any combination) at the top of the screen; then click the Search button. Highlight the appropriate contract and click the View Contract by Date button and the View by Date screen appears showing the following tabs: Details, Quantity Assigned Addresses, Comments, Nonstandard Terms. The Details screen is active. It displays general information associated with the contract such as Type of Contract, Effective Dates, Effective Thru Date, Evergreen Clause, and other information.
2. Click the Quantity tab. The Transportation Location tab is displayed with a Begin Date and End Date query field. The Begin Date and End Date defaults to current date but can be modified. To view the quantities and locations for a certain time frame other than the current day, change the Begin Date and End Date and click the Search button. The locations and associated quantities are displayed.
3. Click the Zone/Leg tab to view the total quantity by Zone and Leg. The Begin Date and End Date can be changed to view the data for another day or date range. Click the Search button after changing the dates.
4. Click the Contract tab to view the total quantity available for nominations and billable quantities. The Begin Date and End Date can be changed to view the quantities available on another day. Click the Search button after changing the dates.
   NOTE: The individual locations are not displayed.
5. For a Storage Contract, click the Storage Location(s) tab. Change the Begin Date and End Date and click the Search button. The locations and associated quantities are displayed.
6. Click the Assigned Addresses tab to view all current addresses associated with the contract.
7. Comments and Contract Terms can be viewed by clicking each respective tab.

I. How To Add or Change an Address and/or Contact

Navigation

Navigate to the Contracts application and click the + (plus) sign to view the expanded contents of this folder. Click the + (plus sign) next to the Address Maintenance folder; then double-click the Create/Modify Addresses/Contacts subfolder to display the View Address/Contact screen.

How To Add Addresses

1. To add an address, click the Create New Address button to display the Create New Address screen. Enter the appropriate address information on the screen. The drop-down boxes must be used for State and Country. Click the Save button to save the information.
2. If additional addresses need to be added, click the New button to refresh the screen. Enter the appropriate address information and click the Save button.
3. To return to the View Address/Contact screen, click the Search Again button, or to exit the screen and return to the navigation tree, click on the X in the upper right side of the screen.

How To Add Contacts

To add a new contact, click the Create New Contact button from the View Address/Contact screen to display the Create New Contact screen. Enter the appropriate information on the screen. Enter a phone number and a fax number and enter an email address if available. A description of the contact can be entered in the Comments field. Click the Save button to save the information.

NOTE: To return to the View Address/Contact screen, click the Search Again button, or to exit the screen and return to the navigation tree, click on the X in the upper right side of the screen.

How To Modify Existing Addresses

1. To modify an existing address, click the Search button on the View Address/Contact screen to display a list of valid addresses and contacts. Select the address to be changed and click the Modify Address button to display the Modify Service Requester Address screen. Make the appropriate changes on the screen and click the Save button.
2. To return to the View Address/Contact screen, click the Search Again button, or to exit the screen and return to the navigation tree, click on the X in the upper right side of the screen.

How To Modify Existing Contacts

1. To modify an existing contact, click the Search button from the View Address/Contact screen to display a list of valid addresses and contacts. Select the contact to be changed and click the Modify Contact button to display the Modify Service Requester Contact screen. Make the appropriate changes and click the Save button.
2. To return to the View Address/Contact screen, click the Search Again button, or to exit the screen and return to the navigation tree, click on the X in the upper right side of the screen.
3. To remove any existing address or contacts, select the address or contact from the View Address/Contact screen. Click either the Modify Address or Modify Contact button. Change the status on the next screen from Active to Inactive and click Save.

II. How To Add or Change an Address Group

Navigation

To create or modify an address group such as a billing address group, notice address group, or default address groups, select the Contracts application. Select the Address Maintenance folder; then double-click the Create/Modify Address Group subfolder to display the View Address Group screen.

How To Create Address Groups

1. Click the Create Address Group button to create an address group and to display the Create Address Group screen.
2. Select an address group type by clicking the down arrow in the Addr Group Type field. Select the appropriate group type by highlighting the Addr Group and clicking the Accept button.
3. Click the down arrow in the Addr Seq Number field to add the address. A list of available addresses appears. Highlight the appropriate address and click the Accept button.
4. Click the down arrow in the Attn Seq Number field to add a contact. A list of available contacts is displayed. Highlight the appropriate contact and click the Accept button.
5. The Addr Grp Comments field is optional. You can enter information to further identify the purpose of the address group.
6. Click the Save button to save the information.
7. To create another address group, click the New button to refresh the screen. Enter the information and click the Save button.
8. Click on the X in the upper right side of the screen to exit the screen and return to the View Address Groups screen.

How To Modify Address Groups

1. To modify an existing address group, click the Search button on the View Address Group screen to display a list of valid address groups. Highlight the group to be changed, and click the Modify Address Group button to display the Modify Address Group screen.
2. Click the down arrow in the Addr Seq Number field to change the address and to display a list of available address. Highlight the appropriate address and click the Accept button.
3. Click the down arrow in the Attn Seq Number field to change a contact and to display a list of available contacts. Highlight the appropriate contact and click the Accept button.
4. The Addr Grp Comments field is optional. You can enter information to further identify the purpose of the address group.
5. Click the Save button to save the information.
6. Click the X in the upper right side of the screen to exit the screen and return to the View Address Groups screen.

Navigation

Navigate to the Contracts application and click the + (plus sign) to view the expanded contents of the application. Click the + (plus sign) next to the Contracts Maintenance folder; then double-click the Hardcopy Contract sub-folder to display the Select Contract to Hardcopy screen.

How To Print a Contract

1. Select the contract or amendment to be printed by highlighting the appropriate contract.
2. Click the Printer button at the bottom of the screen. The contract appears online.
3. From the File menu, click Print.

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Replacement Shipper - How to elevate a secondary point  

A replacement shipper may elevate a secondary point(s) to primary under the following conditions.