Administrator setup tasks for Contract Management
You need to complete the following setup tasks so that contracts can be created and processed in Contract Management. The required setup involves initial setup in the S3 enterprise applications, as well as Contract Management setup.
| Step | Task | Reference |
|---|---|---|
| 1 | Set up procurement groups and procurement company in Purchase Order (PO). | Access Procurement Group (PO00.1). Procurement groups let you consolidate the purchasing for multiple companies. The procurement groups you create in Purchase Order must have the same ID as their associated enterprise groups in Contract Management. Also, access PO Company Setup (PO01.1) to set up your company. For more information, see the Purchase Order User Guide. |
| Set up buyers in Purchase Order (PO) and item groups in Inventory Control (IC). |
Access Buyer (PO04.1) to set up buyers, including purchasing authority and limit. They are required for use with service agreements and standing agreements. For more information, see the Purchase Order User Guide. Access Corporate Item Group (IC00.1) to set up item groups. For more information, see the Inventory Control User Guide. Note:
Other standard setup processes for General Ledger, Accounts Payable, Purchase Order, and Inventory Control may be needed, these steps show only the requirements needed to use Contract Management. |
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| 2 | Optional. Set up vendor items in Purchase Order (PO) and items in Inventory Control (IC). |
Items and vendor items can be setup in Contract Management, but they can also be set up in S3 applications. Access Vendor Item (PO13.1) in the Purchase Order application to optionally set up vendor items. Vendor items let you cross-reference a Lawson item with an item made by a vendor. For more information, see the Purchase Order User Guide. |
| Access Item Master (IC11.1) to set up items. You also need to set up your Inventory Control company and inventory locations by using Company (IC01.1) and Location (IC02.1), respectively. For more information, see the Inventory Control User Guide. | ||
| 3 | Set up commodity codes. |
Create a commodity code structure and create or import commodity codes. |
| 4 | Set up an enterprise group | Creating enterprise groups |
| 5 | Set up supplier groups and the Supplier Portal webapp | Creating a supplier group |
| 6 | Set up contract groups. | Creating contract groups |
| 7 | Set up an enterprise company. | Creating enterprise companies |
| 8 | Set up contract companies. | Creating contract companies |
| 9 | Set up action reasons. | Creating action reasons |
| 10 | If your role is to define articles, terms and conditions, award reasons, no bid reason codes, participant groups, categories, even templates, questions, contacts, event types, and so on, use the Setup menu in Contract Management. | For more information about general setup in Contract Management, see the Contract Management User Guide. |
Additional administrator tasks
There are some ongoing tasks that only an administrator role may be allowed to perform in Contract Management. This table lists some additional administrator tasks and where to find more information about them.
| Task | Reference |
|---|---|
| Create item master items from special items on vendor agreements | Creating item master items from special items |
| Import pricing information into Contract Management using Contract Import and Lawson Spreadsheet Designer | For more information about contract import, see the Contract Management User Guide.. |