Modify Contract Owner Assignments

After running the Contract Owner Assignment Report, you can modify and upload contract owner assignments in bulk. There are two steps to this process:

  1. Modify contract owner assignments on the Contract Owner Assignment Report

  2. Upload modified contract owner assignments

Prerequisites

Before modifying contract owner assignments, you must run and download the Contract Owner Assignment Report. For more information, refer to the following topic:

Modify Contract Owner Assignments on the Contract Owner Assignment Report

Note: You can only add a contract owner to an unassigned contract, modify an existing contract owner assignment, or remove an existing contract owner assignment. You cannot create new contract owners, new contracts, new sources, or new manufacturers.

To modify contract owner assignments on the Contract Owner Assignment Report:

  1. Locate the Contract Owner Assignment Report on your workstation.

  2. Modify the contract owner assignments as necessary.

    1. To add or modify an assignment, select the new contract owner from the Contract Owner dropdown list in the template.

    2. To remove an assignment, select <Unassigned> from the Contract Owner dropdown list in the template.

  3. Save the modified Contract Owner Assignment Report. You can now upload the modified assignments.

Upload Modified Contract Owner Assignments

To upload modified contract owner assignments:

  1. Navigate to Configuration > Contract Owners.

  2. Select the Assign Contract Owner tab.

  3. Select Choose File in the Upload Contract Owners section.

  4. A dialog box opens. Search for and select the Contract Owner Assignment Report you modified.

  5. Select Upload Contract Owners. The Contract Owner Assignment Report is uploaded to CCXpert for your review.

  6. Review the contract owner assignments on the Clean Contract Owner tab to ensure the assignments are accurate.

  7. Review the contract owner assignments on the Problem Contract Owner tab to discover what errors are preventing the assignments from being uploaded.

    1. Fix the errors in the Contract Owner Assignment Report and reupload it before continuing the process.

  8. Select Upload Clean Contract Owner. The Contract Owner Assignment Report is uploaded to CCXpert, and a success message appears.

    Note: You can select Upload Another Clean Contract Owner to restart this process with a new Contract Owner Assignment Report.