Proposed contracts

Users who cannot create contracts, such as requesters and suppliers, can propose contracts. Proposed contracts are reviewed by the contract primary contacts and approved in the Inbasket.

Setup

In the contract group, you can specify defaults for contract type, classification, and primary contact for requesters, suppliers, and item proposals. You can also perform this setup in Contracts > Processing And Reporting > Proposed Contracts > Contract Group Setup.

You can create contract proposal templates and require their use in proposed contracts.

Lastly, you can assign employees as creators and approvers of contract proposals. If you do not assign a default approver, requesters can select the approver in the contract proposal.

See the Supply Management Setup and Administration Guide.

Creation

Requesters create proposed contracts in Requisitions > Contracts > Propose A Contract. A contract group and a contract name are required. If a template is required, the requester must select a template. The fields in the proposed contract are then populated with the information from the template, including any questions and articles. If approval is required and no default approver is defined, then the requester must select the approver in the contract proposal.

Suppliers create proposed contracts in Supplier Portal. Suppliers specify the required contract title with the proposed contract's information, and attach the required contract document on the Create Proposed Contract form.

Item lifecycle coordinators can select to create a proposed contract when they approve a proposed item. The new item is used for cost defaulting after the contract is completed.