Creating contract groups

Contract groups are similar to the procurement groups that you set up in the Purchase Order application. Complete the following steps to set up a contract group.

To create contract groups

  1. Access Administration > Contract Groups.
  2. From the Actions menu, select Create. Use the following guidelines to enter field values.
    Contract Group

    Required. Type the group ID to assign to the contract group.

    Note: 

    The contract group ID must match the related enterprise group and procurement group.

    For information, see About groups.

    Supplier Group Associated with This Contract Group

    Required. Select a supplier group to associate with the contract group.

    Note: 

    If the contract group is associated with a procurement group, the supplier group must then be associated with the correct vendor group.

    Default Currency

    Select a currency and click Select.

    Yellow Alert

    Type the number of days before a contract belonging to this contract group expires that you want to be notified.

    Red Alert

    Type the number of days before a contract belonging to this contract group expires that you want to be notified.

    Contract URL

    Type a URL for a document management system, including a contract number variable. When there is a value in this field, contracts will have a Document Management button that opens the URL in a web browser with the Contract Number variable replaced with the actual contract number.

    For more information, see Linking contracts to a document management system.

  3. Click Save.
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