Creating contracts from interviews

Creating a contract from an interview lets you answer specific questions to determine the articles and terms that are in a contract. An advantage to using an interview is that articles and terms must first be assigned before the contract can be activated. This helps to ensure that all necessary articles and terms are included before the contract is approved and activated.

To create a contract from an interview

  1. Access Lawson Contract Management.
  2. From the Actions menu, select Create From Interview.
  3. On the Contract Creation Interview form, use the following guidelines to enter field values:
    Contract Group

    Required. Select a contract group to assign the contract to.

    Short Contract Description

    Required. Type a description for the contract that you are creating from an interview.

    Supplier

    Required. Select a supplier to assign to the contract.

    Contract Type

    Required. Select a contract type to assign to the contract.

    Contract Classification

    Required. Select a contract classification to assign to the contract.

    Effective/Expiration Date

    Select the dates that the contract becomes effective and expires.

    Currency Code

    Required. Select a currency code for the contract.

  4. Click Next.

    A list of interview-related questions displays. The interview questions that display are defined by the contract type and contract classification that you selected.

  5. Answer the interview-related questions and click Next.

    • Questions marked with (*) require an answer before the contract can be activated or before the contract can be released (if terms are associated with the question).

    • Questions marked with (**) require a correct answer.

    Note: 

    If you answer a question that contains a Rebate response type, the Contract Rebate form displays.

    To add a rebate to a contract, see Assigning rebates to contracts.

  6. Click Create Contract Terms.

    The associated terms and conditions are created for the contract.

    1. If a required question is not answered, the number of unanswered questions is displayed. Choose Click Here to See Unanswered Required Questions to view the list of questions and provide an answer for each.

      - or -

      If a required question is answered incorrectly, the number of incorrectly answered questions is displayed. Choose Click Here to See Incorrectly Answered Questions to view the list of questions and provide the correct answer for each.

    2. Click Next. The number of unanswered and incorrectly answered questions displays "0."
    3. Click Create Contract Terms. The associated terms and conditions are created for the contract.
  7. Click Next. The interview process is complete and you can view the contract.
  8. Click the Contract button.

    The contract also displays on the Contract Management form on the In Progress tab.

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