Creating contract templates

Before you can create a template, a contract group must already exist.

  1. Select Supply Management > Supply Management Setup > Contract Management > Contract Templates.
  2. Click Create Contract Template.
  3. Specify this information:
    Contract Group
    Select a contract group to assign to the new contract.
    Template
    Select a template to apply to the new contract.
    Supplier
    Select a supplier to assign to the contract.
    Supplier Contact
    Select a supplier contact for the contract.
  4. On the Contract tab, specify this information:
    Description
    Specify a description.
    Contract Type
    Select a contract type to assign to the contract.
    Contract Classification
    Select a contract classification for the new contract.
    Contract Subtype
    Select a contract subtype to further define a contract type.
    Contract Subclassification
    If a contract subclassification is assigned to the classification,then the rules that are defined in the contract subclassification take precedence.
    Manufacturer Contract
    Select this check box to identify the contract as a manufacturer contract.
    Distributor Contract
    Select this check box to identify the contract as a distributor contract.
    GPO Negotiated
    Select this check box if the contract was provided by a GPO.
    GPO Supplier
    Select the GPO Supplier. This value is used as the default for the GPO supplier on new contracts. It is also used to indicate the GPO supplier contracts that are used when updating records.
    Renewal Contract
    Select this check box if the contract is eligible for cost defaulting when the contract is released. Otherwise it is eligible when it is activated.
    Preferred Contract
    Select this check box if this is a preferred contract. A preferred contract cost is the default regardless of priority.
    Supplier Originated Contract
    Select this check box if this a supplier-initiated contract.
    Eligible for Even Creation
    Select this check box to set up the new contract as eligible for event creation.
    Currency Code
    Select a currency code.
    Document Template
    Select a document template. The template that you select is used as the basis for the full contract document.
    Yellow Alert
    Specify the number of days before the contract's expiration date to show an alert. When you view the list of In Process contracts, the yellow alert denotes the number of days remaining to expiration. You are prompted if an action is required.
    Red Alert
    Specify the number of days before the contract's expiration date to show an alert. When you view the list of In Process contracts, the red alert denotes the number of days remaining to expiration. You are prompted if an action is required.
    Proposed Total Amount
    This field allows calculations for subcontractor payments.
    Lifetime Maximum Amount
    Lifetime maximum amount is used for editing the contract purchases from Requisitions and Purchasing. It is also used in conjunction with notification percent. An email notification is sent when a certain percent of the total is reached
  5. Click Save.
  6. On the Articles tab, click Create and specify this information:
    Article Title
    Specify a title for the article. The title is not printed on the contract.
    Header Text
    Specify the header text that represents the article label. The header text is printed on the contract.
  7. Click Save.
  8. In the second section on the Terms tab, click Create to create terms. Specify this information:
    Title
    Specify a title for the term and condition.
    Header Text
    Specify a header text that represents the term and condition title. The header text is printed on the contract.
    Description
    Provide a description for the term. Right-click and select items from the Variables menu. Add pre-defined variables where the actual values are included when the term and condition is printed or displayed. The description is printed on the contract.
  9. Click Save.
  10. On the Attachment tab, click Create and specify this information:
    Attachment
    Select the attachment to add to the term and condition.
    Attachment Reference
    Specify a title for the attachment to be added to the term and condition.
  11. Click Save.
  12. On the Questions tab, click Create and specify this information.
    Question Text
    Specify the text for the question.
    Response Type
    Select a response type for the question:
    • Text: Descriptive text
    • Number: Numeric value
    • Date: Date format
    • List: Multiple choice answer. Provide the answers after adding the question.
    • Yes No: Yes or No answer
    • Yes No Text: Yes or No answer with additional descriptive text
    • Rebate: You can use Rebate types as answers and link to other rebate information.
    Allow Response Attachment
    Select this check box if a file can be attached to the question. For example, a file that contains a price list in Microsoft Excel spreadsheet format.
    Response Rules
    Select a response rule that indicates the way in which suppliers must respond to the question.
  13. Click Save.
  14. On the Participants tab, click Create and specify this information:
    Company
    Select a company to assign as a contract participant.
    Location
    Select a company location or department to add as a participant or tier member on a contract.
    Requesting Location
    Select a location or a requesting location, not both.
    Pricing Group
    Select a pricing group. The pricing group is used to assign a markup or discount on purchases that are made by the participants on the distributor contract.
    Tier
    Select a contract tier.
    Purchase Method
    Select a purchase method. A purchase method defines the contract type that a member purchases against.
  15. Click Save.