Changing parties on multiple contracts

The contract party update function allows publishers to change the contract party on many contracts at once. For example, if a publisher changes the reseller on all of their contracts, they can replace that company wherever it occurs.

When the contract parties are updated:

• Coupons, renewals, and contracts are updated automatically.
• The former contract parties can be made inactive so that orders can no longer be placed with them.
• Entitlements are updated with the new contract party information. Bill-to and ship-to contacts are automatically updated. If the new party does not have an active bill-to or ship-to party, an error displays.

To change the contract party on multiple contracts:

1. On the Administration menu, click Tools.
2. On the Tools menu, click Contract parties.

   The Contract Party Selection page displays.

3. In the Current Party to Update section, in the Company name field, enter or search for the company name of the party being updated. See Conducting searches for more information about searches.
4. Select a radio button to determine how you want to implement the change:

   To remove the selected company from all contracts and product families, and change the company's status to inactive, click Remove from all contracts and product families. Inactivate this company.

   To remove the selected company from all contracts and product families, but keep the company’s status active, click Remove from all contracts and product families. Do not inactivate this company.

   To remove this company only from certain product families, click Remove from certain product families.

5. In the New Party to Update to section, in the Company name field, enter or search for the company name to replace the current party.
6. In the Email confirmation to field, enter the email address to send a notification to when the update is complete.
7. To update all of the renewal orders associated with the current company, check the Update all associated renewal orders check box.
8. Click the Next button.

   If you opted to only remove the party for selected product families, the Select Party's Product Families page displays.

   For each product family to update to the new party, check the Deny check box.

   To use these selections to change the updated party's company restrictions, check the update restrictions check box above the product family list.

9. When you're finished selecting the product families, click Next.

   The Contract Party Selection Confirmation page displays a summary of the items that will be modified.

10. Click the Finish button.

    The Transaction Scheduled page displays.