Creating contracts from contract import records

Use this procedure to create a contract from contract import records. When you create a contract from contract import records, you can view the contracts created from the records and you can easily update contracts later, such as making cost changes.

You can create multiple contracts from one contract import header record.

Upload contract import lines from Microsoft Excel. Importing supplier catalogs using contract import

To create contracts from contract import records

  1. Access Utilities > Contract Import.
  2. On Imported Contracts, select Create Contract From Import from the Actions menu.

    or

    Open a contract import record and select Create Contract From Import from the Actions menu.

    The system creates a contract header from the contract import header and contract lines from all eligible contract import lines (lines that do not have any errors and have a value of Create in the Update Function field).

    The contract import record now has a Contracts Created From Import button.

    The contract import lines now have their Update Function set to Update and a field Contract Line Created On displays the date the contract line was created.