Adding related documents

Related documents can be added so that you can view all the related document numbers in one place.

Several related document types are automatically created and cannot be added manually.

  1. Select Manage Contracts.
  2. Select a contract.
  3. On the Related References tab, click Create.
  4. Specify this information:
    Related Reference Type
    Select a document type to relate to an existing contract. For example, Manufacturer, Parent Contract, Sourcing Event, Supplier, Requisition.
    Related Reference
    Specify a name or title for the document.
    Reference Description
    Specify a description for the document.
    Manufacturer Code And Division
    If the contract is for a specific vendor, then specify the manufacturer code and division.
    Working Contract
    Select this check box to show the document in the working contract field on the main contract form. It shows in all lists and searches for contracts.

    Only certain types of related documents can be the working contract, and you can have only one.

    If you do not indicate that a particular document is the working contract, then the contract number is the working contract number, but a related document is not created.

  5. Click Save.