Creating events from contracts

Use this procedure to create an event from a contract or from a contract line. Before you start, you must have completed setup of both Contract Management and Strategic Sourcing.

The contract that you create from the event must already be released and activated. The original contract must be set up as Eligible for Event Creation.

  1. Select Create Events From Contracts.
  2. In the Available Contract Lines section, click Select Contract For Event.
  3. Specify this information:
    Contract Group
    Select a contract group to create an event and an event worksheet.
    Contract
    Select a contract to create an event worksheet.
  4. Click Submit.
  5. In the Selected For Event section click Create Event.
  6. Specify this information:
    Company
    Select a sourcing company to which to assign the event.
    Apply Event Template
    Select a template to apply to the event.
    Name
    Specify a name or title for the event.
    Description
    Provide the description.
    Reference
    Specify the contract reference.
    Type
    Select the contract type.
    Buyer
    Select a buyer to assign to the event.
    Currency
    Select a currency.
    Allow Responses In A Different Currency
    Select this check box if responses are allowed in a different currency than selected.
    Category
    Select a category.
    Sub Category
    Select a sub category.
    Supplier Portal Posting Options
    Select a portal posting option.
    Create Amendments
    Select this check box to create amendments.
    Allow Supplier Q and A
    Select this check box if questions and answers are allowed.
    Send Amendment Notifications Only To Responding Suppliers
    Select this check box if amendment notifications should only be sent to responding suppliers.
    Allow Add On Charge
    Select this check box if add on charges are allowed.
    Require Bid Bond
    Select this check box if bid bonds are allowed.
    Bid Bond Percent
    Specify the percent for bid bonds.
    Two Step Bidding
    Select a value for two step bidding.
    Best And Final Offer
    Select this check box to define this event as a best and final offer event.
    Dates Not Required On Event
    Select this check box if dates are not required on the event.
    Preview
    Select a date that this record is available for preview.
    Open
    Select the date that this record is open.
    Close
    Select a date that this record is closed.
    Q And A Open
    Select the date that the question/answer section is open.
    Q And A Close
    Select the date that the question/answer is closed.
    Dispute Close
    Select the date that the dispute is closed.
    Effective Date
    Select the date that this record is effective.
    Expiration Date
    Select the date that this record expires.
  7. Click Submit.