Creating contract templates

A contract template is used to define information for a contract. A contract template is similar to a contract, except that it remains in the repository where it can be reused. Templates are useful because they let you decide how much information to default to a contract.

Before you can create a template, a contract group must already exist.

After you create a contract template, you can create a contract from the template itself.

To create a contract template

  1. Access Setup > Contract Templates.
  2. From the Actions menu, select Create Contract Template.
  3. Use the following guidelines to enter field values:
    Contract Group

    Required. Select the contract group to which the template is to belong.

    Template Description

    Required. Type the name of the contract template.

    Supplier

    Optional. Select the supplier with which you are negotiating a contract.

    Supplier Contact

    Optional. Select the contact person for the supplier.

  4. Click Save.
  5. Add details to the contract template.
    1. On the Contract tab, add information about the contract description, type, classification, and approval status.
    2. On the Terms tab, add the articles and terms and conditions.
    3. On the Participants tab, add the contract participants.
    4. On the Lines tab, add contract lines.
    5. On the Rebates tab, add rebate information.
    6. On the Related Documents tab, add any related documents.
    7. On the Contacts tab, add the contact information.
    8. On the Comments tab, add any comments.
    9. On the Retainage tab, add the retainage information.
    10. On the Milestones tab, add contract milestone information.
    11. On the Deliverables tab, add any contract deliverables.
  6. Click Save.
Related topics