F.6.1.1 Fully Executed Close Out: Contract Closed Out Can Be Completed Based on The SAP Close Out Guidelines

 

Description

The scope of work is completed.  There is no open balance in NexGEN or SAP.

 

Outcomes

The Contract will be closed in NexGEN and SAP.

This step should only be used when there is no open balance on a contract and the vendor has been communicated to outside of NexGEN that their contract is being closed.

 

The SAP team will use this notice to close the contract in SAP. 

 

If there is an open balance this process should not be used.  The Lean Change Order without CDs should be used by the Project Estimator.

 

No further Invoicing or Changes can occur on this contract once workflowed.

 

Detailed Steps

 

Step 1: Log in to NexGEN.

 

  1. Select Contract Management from navigation pane.
  2. Select Contracts.
  3. Select Contract to be closed from the Register View by double clicking it.

 

 

Step 2: Attach Close Out Documents as needed

  1. Click Add Attachments.
  2. Browse for file, Click open to attach.
  3. Click icon to make documents visible by Vendor.

Step 3: Fully Executed-Closed Out

  1. Click Workflow.
  2. Select Set to Fully Executed-Closed Out.

  1. Type a message in the Message field to include in the Email notification (optional).
  2. Click Execute.