Adding related documents
Adding a related document lets you view all the related document numbers in one place.
Several related document types are automatically created by the application and cannot be added manually.
To add a related document
- Access Contract Management > In Progress tab.
- Select a contract for which you want to add a related document.
- Click the Related Documents tab.
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From the Actions menu, click Create. Use the following
guidelines to enter field values:
- Related Document Type
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Select a document type that you are relating to an existing contract:
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Distributor
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Group Purchasing Organization
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Manufacturer
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Previous Contract
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Project
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- Related Document
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Required. Type a name or title for the document that you are relating to an existing contract.
- Document Description
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Type a description for the document that you are relating to an existing contract.
- Working Contract
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Select this field to have the document display in the working contract field on the main contract form and in all lists and searches for contracts.
Only certain types of related documents can be the working contract, and you can have only one.
If you do not indicate that a particular document is the working contract, the contract number will be the working contract number, but will not create a related document.
- Click Save.