Amend an agreement
Change a live rebate agreement in ClaimDS the safe way — financial changes go through the amendment approval queue so nothing alters accruals without a second pair of eyes.
Rebate agreements change — a slab moves, a rate is renegotiated, the validity is extended. Because those changes move real money, ClaimDS doesn't let them happen silently: financial amendments go through an approval queue so a second person signs off before accruals shift.
What counts as a financial amendment
Changes that affect what the engine accrues — slabs, rates, the calculation basis, the validity window — are financial amendments and need approval. They're held in a pending queue, and the live agreement keeps its current terms until someone approves the change.
Make and approve a change
Follow the numbered steps below. The principle is the author-versus-approver separation that runs through ClaimDS: the person proposing a financial change isn't the only one who gets to make it real. Every amendment lands in the audit trail.
Step-by-step
Open the agreement
Go to Agreements, open the sales or purchase agreement you need to change, and review its current slabs, products, dates and Eligibility Criteria.
Make the change
Edit the term that needs to change. A change that affects the money — slabs, rates, basis, validity — is treated as a financial amendment rather than a quiet edit.
Submit the amendment for approval
Submit the change. Financial amendments are routed to the amendment approval queue instead of taking effect immediately, so a reviewer sees exactly what's changing.
Review in the pending queue
An approver opens Agreements → Amendments (pending), sees the before-and-after, and approves or rejects it. Until it's approved, the live agreement keeps its current terms.
Confirm the effect
Once approved, the amendment takes effect. Because the change is recorded, the audit trail shows who changed what and when — so a later question about why accruals shifted has a clear answer.
Frequently asked
Why can't I just edit a live agreement directly?
Changes to financial terms move what the engine accrues, so ClaimDS routes them through an approval queue. It's the same author-versus-approver principle that protects settlements.
Where do I approve pending amendments?
Under Agreements → Amendments (pending). It lists the financial change requests waiting for a reviewer's decision.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.