Contract Management User Guide

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About this guide
Overview
Contract Management user roles
Integration of Contracts with other Infor solutions
Vendor contracts and types
General contract setup
OS Portal overview
Accessing FSM in Infor OS Portal
Contract creation
Methods for creating a contract
Creating manual contracts
Searching for contracts
Searching for contract lines
Distributor contracts
Creating distributor pricing on a contract
Assigning a distributor pricing member
Creating contracts from a template
Interviews
Creating contracts from interviews
Creating contracts from an existing contract
Creating contracts from contract interface records
Creating events from contracts
Creating events from contract lines
Contract details
Adding distributions to contracts
Adding lines to contracts
Adding contacts to contracts
Adding comments to contracts
Changing suppliers and vendors
Viewing replenishment items
Contract milestones
Creating contract milestones
Contract deliverables
Creating contract deliverables
Creating contract participants
Subcontractors
Adding subcontractors to contracts
Adding subcontractor information to contracts
Adding related documents
Showing healthcare information on contract lines
Terms and conditions
Attaching questions to contracts
Articles and terms
Assigning articles and terms to contracts
Changing the display order of contract articles
Changing the display order of contract terms
Tiered pricing
Tier members
Adding and releasing tier members
Distributor pricing
Pricing identifiers
Rebates
Assigning rebates to contracts
Assigning rebate qualifiers
Updating rebate due dates
Receiving rebate amounts
Analyzing rebates
Retainage
Adding retainage information
Commitments
Creating header and header spread commitments
Creating line and line spread commitments
Group purchasing organizations
GPO contract data load
Mapping members and suppliers
Mapping members
Mapping suppliers
Setting up contract groups for GPO
Associating a contract with a GPO
Creating new contracts from interface records for one supplier
Creating a contract from interfaced records
Creating GPO contract templates
When to create a new contract versus link to an existing contract
Associate a contract to a contract interface record
Create new GPO contracts by linking a contract
Manage interfaced GPO contracts
Cost changes
New items
Cost changes and new items
Tier updates
Finding new tier members
Interface change history for GPOs
Creating new distributor contracts
Handling exceptions
Viewing updated and mismatched vendor items
Viewing GPO interface contracts with errors
Viewing contract supplier changes
Viewing GPO contracts with errors
Missing GPO items
Deleting items from contracts
Updating GPO item UOM changes
Data integrity
Contract processing
Home page
Contract activation
Activating contracts
Rejecting contracts
Reactivating a contract to draft status
Placing contracts and contract lines on hold
Placing contracts on hold
Placing contract lines on hold
Closing contracts
Releasing contracts
Transitioning contracts to draft status
Creating contract documents
Creating amendments and addendums
Viewing proposed contracts
Creating contract evaluation
Cost changes
Methods to change costs on contracts
Creating cost changes using contract interface
Updating header dates on contracts with lines
Change orders and allowances
Creating change orders
Adding lines to change orders
Adding lines with allowances
Updating a line
Creating an allowance
Updating an allowance
Submitting change orders
Completing change orders
Cost comparison
Comparing contract costs
Comparing interface contract costs
Creating contract bid worksheets
Editing contract lines in bid worksheets
Exporting bid worksheets to CSV
Supplier messaging
Creating ad hoc messages
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