Creating a contract that uses Redline Document Approval
In addition to other fields that are required to create and release a Contract, the following actions must be performed for Redline Document Approval:
- Attach a Contract Classification or Subclassification where the Type is set to "Approvals With Redlining On Document". If a subclassification is entered, its definition is used over the classification.
- When a Contract is created, if the Contract Classification or Subclassification indicates that it does Document Redline processing, the Redline Documents tab is displayed. Create a single Redline Document record (this is often a document provided by a supplier). This record must be a document that is stored in the shared drive folder defined in the CONTRACT_LOCATION Configuration Parameter record. This document is considered the latest revision of the Contract. The title of the attachment to this record is used to find the document in CONTRACT_LOCATION when the document is viewed in Process Automation.