Contract Management templates

Document Management is used in Contract Management to generate output documents.

Sign in as Supply Management Administrator and select Contract Management.

To use the IDM functionality in a contract classification or in a contract subclassification, select the Use IDM check box. The contract IDM template that is assigned in contract classification or subclassification gets defaulted to the contract record. You can override the contract IDM template at the contract level.

This table shows the location of template to use when setting up IDM templates:

Output document Sample document template location Upload IDM template location Set up IDM template location
Addendum Document Sample Contract Document templates > Addendum Contract Document IDM Templates > Addendum
  • Contract Classification:

    Contract Classification > Classification Detail tab

  • Contract Subclassification:

    Contract Classification > Subclassifications > Subclassification Detail tab

  • Contract Level:

    Contract Record > Contract tab > Contract Version
Contract Document Sample Contract Document Templates > Contract Contract Document IDM Templates > Contract
  • Contract Classification:

    Contract Classification > Classification Detail tab

  • Contract Subclassification:

    Contract Classification > Subclassifications > Subclassification Detail tab

  • Contract Level:

    Contract Record > Contract tab

Note: The Update IDM Template action is available if the contract status is Released, Negotiation, Final Approval, or Ready To Activate.
Contract Redline Document Sample Contract Document Templates > Contract Contract Document IDM Templates > Contract
  • Contract Classification:

    Contract Classification > Classification Detail tab Contract

  • Subclassification:

    Contract Classification > Subclassifications > Subclassification Detail tab

  • Contract Level:

    Contract Record > Contract tab