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Modify a POB line

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Modify a POB line

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On the Revenue Contract Detail page, you make the following changes to a POB line with the line-level action menu if the line is eligible for the changes:

  • Change the POB name, expiry date, or template
    This is a POB-level operation. Switch to the POB view to use this menu option to change the POB name, expiry date, or POB template of the POB line.
    • If the POB line has been 100% released, you can change only the POB name of the line.
    • If the POB line has been partially released, you can change the POB name and the expiry date of the line.
    • If the POB line has not been released at all, you can change the POB name, expiry date, and the POB template.
  • Merge a POB line with another
    This is a POB-level operation. Switch to the POB view to use this menu option to merge a POB line to another POB line within the same revenue contract. This operation applies only to the POB line that has not been released.
  • Move a line to a POB
    This is a line-level operation. Switch to the Line view to use this menu option to move one line to a new or existing POB line. This operation is applicable only if the POB line containing the target line has not been released.

If a POB line has been released, you cannot change its POB template, merge it with another POB, or move a line to it. To make the POB line eligible for these operations, you must manually defer the line.

Change POB name, expiry date, or template

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the POB view. All the POB lines within the revenue contract gets listed.
  3. Hover the mouse over the target POB line, click the menu icon icon-meatball.png, and click POB Actions > Edit. The Edit POB window gets displayed for your input.

    image-editpob.png

  4. Specify the desired changes, provide your Comments, and click the save icon icon-save.png.

The specified changes will be applied to the selected POB line.

Merge a POB line with another POB

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the POB view. All the POB lines within the revenue contract are listed.
  3. Hover the mouse over the target POB line, click the menu icon icon-meatball.png, and click POB Actions > Change. The Change to another POB within RC window gets displayed.

    image-change-pob12.png

  4. Click the arrows to display other POB lines in the current RC for your selection.
  5.  In the Comments field, provide the necessary description and click the save icon icon-save.png.

The POB line will be merged into the one you selected in the Change to another POB within the RC window.

Move a line to a POB

  1. Search for the target revenue contract in the Workbench and open the Revenue Contract Detail page.
  2. In the Contracts/Orders tab, switch to the Line view. All the lines within the revenue contract are listed.
  3. Hover the mouse over the target line, click the menu icon icon-meatball.png, and click Line Actions > Move > New POB or Existing POB. 
  4. Depending on your selection in the last step, do one of the following:
    • If you clicked Move > New POB, in the Move to New POB window, select the appropriate POB template from the drop-down list and specify the POB name.

      image-moveto-newpob.png

    • If you clicked Move > Existing POB, in the Move to existing POB within RC window, select the name of one existing POB line in the RC.

      image-moveto-existing-pob.png

  5. In the Comments field, provide the necessary description and click the save icon icon-save.png.

The line is moved from the previous POB line to the selected POB line.