Proposing contracts

  1. Select Requisitions and click the Requisitions tab.
  2. On the Contracts pane, click Propose A Contract.
  3. Specify this information:
    Contract Group
    Select the contract group.
    Proposed Contract Name
    Specify the title or identifier of the proposed contract.
    Proposal Template Number
    Select the template used to create the proposal. The information on the template is used to populate these fields:
    • Template Description
    • Template Supplier
    • Template Supplier Contact
    • Template Default Account
    Description
    Provide a description of the proposed contract.
    Supplier
    Select the supplier or vendor associated with the contract.
    Supplier Contact
    Select the primary contact person of the supplier organization.
    Supplier Name
    Specify the legal or registered name of the supplier.
    Country/Jurisdiction
    Select the country or legal jurisdiction governing the proposed contract.
    Tax ID Type
    Select the classification of the tax identification number.
    Tax ID
    Specify the tax identification number of the supplier.
    Address
    Specify the street address of the supplier or contracting party.
    City
    Specify the city where the supplier or contracting party is located.
    State/ Province
    Select the state or province of the supplier or contracting party.
    Zip Code
    Specify the postal code of the supplier or contracting party’s address.
    Proposal Approver
    If an employee is assigned as the default approver for proposed contracts, that employee is automatically selected in this field. Otherwise, select a proposal approver.

    See the Supply Management Setup and Administration Guide.

    Default Account
    Specify the financial account to which the proposed contract will be charged by default.
    Proposed Total Amount
    Specify the total monetary value of the proposed contract.
    Effective Date
    Select the date when the proposed contract is intended to take effect.
    Expiration Date
    Select the date when the proposed contract is set to expire.
  4. Click Save.

    After you save the proposed contract, the Lines, Attachments, and Articles tabs are available.

  5. If contract lines are required based in the contract type, you must add lines on the Lines tab, or attach a document with line item information on the Attachments tab.
  6. If the template that you selected contains questions, click the Respond to Questions button and answer all required questions.

    If an answer that you provided is tied to a conditional question, then a message is displayed and the conditional question is added. You must answer all of the required questions, including conditional questions.

  7. To send the proposed contract for processing, click Submit.

    Submitted contracts and their approval status are available in View My Proposed Contracts.