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Contract Management User Guide
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Contract Management overview
About Contract Management
About Contract Management users
How Contract Management works together with other applications
Vendor agreements
About vendor agreements and types
General setup
General contract setup tasks
Contract types
About contract types
Creating contract types
Contract classifications
About contract classifications
Creating contract classifications
To create contract classifications
To create contract subclassifications
About preferred manufacturers and manufacturer codes
Creating preferred manufacturers
Categories
About categories
Creating categories
To create a category
To create a subcategory and assign it to a category
Articles
About articles
Creating articles
Terms and conditions
About terms and conditions
Creating terms and conditions
Updating terms and conditions if approval is required
Adding attachments to terms and conditions
Questions and answers
About questions
Creating questions
Assigning and updating answers to questions
Assigning articles and terms to questions and answers
Subcontractors
About subcontractors
Creating subcontractors
Supplier setup
Suppliers
About suppliers
Registering suppliers who do not self-register
Vendors
Creating vendors from suppliers
Creating vendor locations from supplier contacts
Assigning diversity codes
About supplier and vendor compare
What is compared
Creating supplier and vendor compare records
Viewing and maintaining supplier and vendor compare records
Supplier contacts
About supplier contacts
Creating supplier contacts
About inactivating and reactivating suppliers and supplier contacts
Supplier performance
About supplier performance
Creating a supplier evaluation template
Evaluating supplier performance
Viewing supplier performance scores
To view supplier metrics
To view supplier evaluations
Contract setup
Contacts and contact types
About contacts and contact types
Setting up contacts
Setting up contact types
Participant groups
About participant groups
Setting up participant groups
To set up participant groups
To add a participant group line
Rebate types
About rebate types
Setting up rebate types
Templates
About templates and documents
Creating contract templates
Adding document templates and addendum document templates
Contract Import
Importing supplier catalogs using contract import
To import a supplier catalog using EDI
To import a supplier catalog using Lawson Spreadsheet Designer
Next steps
Contract creation
Methods for creating a contract
About contracts
Creating manual contracts
Creating manufacturer contracts
Creating distributor contracts
To create a distributor contract
To create distributor pricing on a contract
To assign a distributor pricing member
About interviews
Creating contracts from interviews
Creating contracts from an existing contract
Creating contracts from templates
Creating contracts from contract import records
Creating events from contracts
To create an event from a contract
To create an event from a contract line
Creating vendor agreement information
Adding contract details
Adding lines to contracts
Creating special items on vendor agreements
Adding distributions to contracts
Adding contacts to a contract
Adding comments to a contract
About contract milestones
Creating contract milestones
To create a contract milestone
To add comments
To add milestone contacts
About contract deliverables
Creating contract deliverables
To create a contract deliverable
To add comments to a contract deliverable
To add deliverable contacts
Creating contract participants
Adding subcontractor information to a contract
To attach a subcontractor to a contract
Optional. Add a diversity code to the subcontractor
Optional. Enter a payment percentage for the subcontractor
Option. Indicate if a lien release is required or completed
Optional. Enter subcontractor payments
Optional. Enter subcontractor comments
Adding related documents
Terms and conditions
Attaching questions to contracts
Assigning articles and terms to contracts
To assign articles and terms to a contract
To create a new article or new terms
To change the display order of contract articles
To change the display order of contract terms
About supplier negotiation of terms
Tiered pricing
About tiers and tier qualifiers
Assigning tiers and tier qualifiers to contracts
To assign a tier to a contract
To assign a tier qualifier to a contract
About tier members
Adding and releasing tier members
About distributor pricing
About pricing identifiers
Rebates
About rebates and rebate types
Assigning rebates to contracts
To assign a rebate to a contract
To assign a rebate qualifier
To update a rebate due date
To enter received rebate amounts
Calculating rebate amounts
Analyzing rebates
Retainage
About retainage
Adding retainage information
Contract processing
Contract states
About contract states
Analyzing contract status
Contract release
Releasing contracts
Transitioning a contract to draft status
Contract activation
Activating contracts
Rejecting a contract
To reject a contract
To reactivate a contract to Draft status
Placing contracts and contract lines on hold
To place a contract on hold
To place a contract line on hold
Closing contracts
Inactivating and reactivating vendor items
To inactivate a vendor item
To inactivate and replace a vendor item
Contract approval
Approving contracts
Contract documents
Creating contract documents
Amendments and addendums
Creating amendments and addendums
Updating contracts
Updating blank item numbers on contracts
Creating item master items from special items
About cost changes
Methods to change costs on contracts
Making cost changes using contract import
Contract Redline Document Approval
Setup for Contract Redline Document Approval
Configuration parameters
Process Automation setup
Role assignment for Contract Approval
Action reasons
Setup in Contract Management
Processing Contracts using Redline Document Approval
Creating a contract that uses Redline Document Approval
Contract Internal Approval
Finishing the Internal Process
Negotiation with the Supplier
Preparing for Supplier Negotiation
Negotiating with the Supplier
Reporting and analysis
About Available Reports
Contract compliance report
Item cost variance report
Off contract purchasing report
Rebates by due date report
Projected rebate distributions report
Contract rebate activity report
Contract tier detail report
To report on contract tier detail (initially)
To report on contract tier detail (subsequently)
Contracts by expiration date report
Spend analysis and cost modeling
About Spend Analysis
Loading invoice data for Spend Analysis
Creating consolidated records for Spend Analysis
About cost modeling
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