Price Reconciliation / Change Orders
Price Reconciliation / Change Orders at a glance
Features
- Bid tool export — pull the current unit structure directly from Salesforce in the original bid format
- Change order import — re-upload the updated bid workbook to process price and unit changes in batch
- Unit reconciliation record — tracks previous vs. new unit price, previous vs. new budgeted units, and the billing delta by period and by unit
- Automatic reconciliation billing milestone — created without manual intervention, tagged as a price change recon and ready to add to the next invoice
- Handles multiple change types simultaneously — unit price changes, budgeted unit quantity changes, new units added, unit-level discounts
- Out-of-scope unit reconciliation — previously unplanned OOS units pulled into the reconciliation billing automatically
- Full audit trail — every reconciliation record stores previous and new values side by side with a history log
Change Orders Shouldn't Stop Your Billing
Multi-year clinical trials almost always go through price changes mid-study — whether it’s a sponsor renegotiation, inflation adjustment, or a scope change that triggers new contracted rates. Without a systematic process, calculating what’s owed retroactively across dozens of units and multiple periods of already-delivered work is a manual, error-prone spreadsheet exercise that delays billing and creates reconciliation risk.
This accelerator closes that gap. When a price changes, the system automatically calculates the delta across every previously delivered unit, creates a reconciliation billing milestone, and queues it for the next invoice — no off-sheet calculation, no manual re-entry, no risk of missing delivered units. The same process handles unit quantity changes and new units added mid-study, keeping the project record and the billing record in sync at all times.
