To ensure more accurate spend tracking and compliance. Unimarket has updated the logic used to validate contract status, at checkout for retrofit orders.

This logic applies specifically to Retrofit Orders. 

For standard (forward-looking) requisitions and POs, the system continues to validate that the contract is active, at the time of the current transaction.

Validation Logic

The system validates the contract status based on the Order Date selected on the checkout screen. Rather than, the date the user clicks "Checkout."

• Contract Status: Unimarket checks if the contract was Active, on the specific date the goods or services were actually ordered.
• The Benefit: Communities can accurately record spend against the correct, and historically active contracts. Even if, the data entry occurs after the contract's formal expiration date.

Impact on Users & Administrators

For Buyers:

• Backdated Accuracy: When entering a Retrofit Order, ensure the Order Date field accurately reflects when the commitment was made.
• Validation: If the contract was active on that date, the system will allow the association. Even if, the contract status is currently "Expired" or "Closed" in the present day.

For Community Administrators:

• Spend Reporting: This ensures that Contract Spend reports are more reliable. Spend will be attributed to the contract that governed the purchase, at the time of the transaction.
• Audit Trail: The audit log will show that the contract was validated against the historical order date. Providing a clearer path for internal and external auditors.

For Contract Managers:

• Close-out Periods: You no longer need to keep contracts in "Active" status, purely to allow for late retrofit entries. You can close or expire contracts on their actual end dates, without fear of blocking legitimate historical data entry.