Viewing and processing proposed contracts

  1. Select Contracts > Processing And Reporting.
  2. On the Proposed Contracts pane, click Proposed Not Accepted to view the list of pending contract proposals.
  3. Review the contract information.

    You can review these details from the Contracts Proposed Not Accepted list or you can open the contract to view more information.

  4. If you do not accept the proposed contract, click Reject and Close, and provide Action Comments explaining the reason for the rejection.

    In an open contract, you can click Reject Proposed Contract.

  5. If more information is required, click Return For More Information and provide Action Comments explaining why the proposal is being returned to the requester.

    This action is only for contracts that are proposed by requesters. The requester must update and resubmit the proposed contract.

  6. If the proposed contract lacks a supplier, click Change Supplier And Vendor to select an existing supplier or click Create Supplier.
  7. To accept a proposed contract, click Accept.

    In an open contract, you can click Accept Proposed Contract.

    Before you accept a proposed contract, these fields must be complete:

    • Supplier
    • Supplier Contact
    • Primary Contact
    • Contract Type
    • Contract Classification

    The proposed contract must include lines if they are required based on the contract type. After you accept the proposal, if an approver is defined, the contract is sent to the approver's Inbasket. You can view accepted contracts in the Accepted Not Approved list.