Creating manual contracts
Creating a manual contract lets you enter contract information without using the interview process. When you create a manual contract, articles and terms are not required.
To create a contract
- Access Contract Management > In Progress tab.
- From the Actions menu, click Create.
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On the Create Contract form, use the following guidelines
to enter field values:
- Contract Group
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Required. Select a contract group to be assigned to the contract.
- Contract
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Required. Type a name or short description for the contract that you are creating manually.
- Supplier
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Required. Select a supplier to assign to the contract.
- Supplier Contact
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Required. Select a supplier contact for the contract.
- Primary Internal Contact
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Select the person primarily responsible for the contract. This field is required before the contract can be released.
- Contract Type
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Required. Select a contract type to assign to the contract.
Note:If the Contract Type is for a vendor agreement, a vendor agreement reference and description are required prior to releasing the contract.
- Contract Classification
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Required. Select a contract classification to assign to the contract.
- Effective Date
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Optional. Select the date on which the manually created contract becomes effective.
Note:If you want to release the manually created contract, you must select an effective date in this field.
- Expiration Date
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Optional. Select the date on which the contract expires.
The contract still displays in the Active tab and the All Contracts tab.
- Yellow Alert
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Type the number of days before the contract's expiration date that you want to be alerted.
When you view the list of In Progress contracts, the yellow alert indicates the number of days remaining to expiration. You are prompted if an action needs to be taken.
- Red Alert
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Type the number of days before the contract's expiration date that you want to be alerted.
When you view the list of In Progress contracts, the red alert warns you of the number of days remaining to expiration.
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Click Save.
Information for the contract header is created. On the Update Contract form, click the active tabs and define additional contract information.