Defining and maintaining provider contract information

Note: Not applicable if you are using Infor Learning Management.

Use this procedure to define contract information for a provider.

  1. Select Development Planning > Set Up > Providers And Contracts.
  2. Open the provider for which to define a contract.
  3. Click the Contracts tab.
  4. Click New > Create Proposed Contract or New > Create Active Contract.
  5. Specify this information:
    Effective Date
    Specify the effective date.
    Contract Number
    New > Create Proposed Contract the contract number.
    Note: A provider can have more than one contract with your organization. Each must have a unique contract number, which can be alphanumeric.
    Short Description
    Specify the contract name.
    Description
    Specify the contract description.
    Begin Date
    Select the date on which the contract begins.
    End Date
    Select the date on which the contract ends.
    Contract Amount
    Specify the total amount of the contract.
    Number of Resources Included
    Specify the number of resources included in the contract.
    Cost Per Person
    After you save the contract, the system calculates the cost per person.
    Legal Entity
    You can associate the contract with a legal entity. This field is informational only.

    For information about legal entities, see the Infor HR Talent User Guide.

  6. On the Details tab, specify this information:
    Expense Account, Activity
    This option is displayed only if your organization is configured to use Chart of Accounts) Specify an expense account (company, accounting unit, account. If applicable, specify also an activity and account category. These fields are used to interface expenses and activities to Infor Lawson Financials.
    Cost Center, Project

    Contract Document

    To attach a contract document, click the icon next to this field and browse to the document. This option is displayed only if your organization is not configured to use Chart of Accounts) Specify a cost center and project. These fields are used to interface expenses and projects to a financial system other than Infor Lawson Financials.

    Default Activity For Sessions

    If you already know the development activity for which the provider is contracted, select it in this field. This value will default on sessions for this development activity, but it can be overridden.

    Comments

    Specify comments as needed.

  7. Click Save.

    The Sessions and Payments tab become active.

    • Click the Sessions tab to view the sessions that are currently assigned with the contract or to assign a new session to the contract.

    • Click the Payments tab to view payments made on the contract or add new payments.

      See Entering and tracking provider contract payments.

    Maintaining provider contracts:

    • To approve a proposed provider contract, open the contract, and select Actions > Approve Proposed Contract.

    • To cancel a provider contract, open the contract, and select Actions > Cancel Contract.

    • To update a provider contract, open the provider contract, make your changes, specify the effective date, and click Save.

      Note: If the contract is active, you can change only the contract dates, contract amount, contract currency and the number of resources included. You cannot change the currency after payments have been entered against the contract.

    • The option is displayed only if your organization is not configured to use ChartTo delete a provider contract, open the provider contract, specify an effective date, click Delete, and click Yes to confirm.

      Note: You cannot delete a contract that is assigned to a session.