Contract Creation

Creating a new Contract record

Contract creation can be started from Home or from Contracts, both pages display a + Contract option, select this.

A four step wizard will be displayed which will guide you through the process of creating a new record.

Step 1 - Required Information

Mandatory fields with an asterisk and must be populated at this stage. If the Contract Number is left blank, this will be automatically generated upon creation of the record, as each record needs a unique ID number.

Once complete, there is an option to create the contract at this stage however it is recommended that you progress through the setup wizard and select Next.

It is best practice to populate all the available fields during contract set up, however there are crucial fields within the wizard. For the Recommended tab, these are the start and end dates for the contract, the contract type and the value of the contract. These are vital information for the contract record but also unlock further tools for the contract. While they all make up part of the contract health list, the contract type also determines the Contract Checklist that is applied to the record.

Within this tab of the creation wizard, there are also fields for contract category, whether it is a revenue or an expense contract and the required insurances and certifications for the contract. These should all be populated if these details are known.

Again, at this stage, there is an option to create the record. If you wish to do this, select Create contract at the bottom of the screen, to continue and add more detail to the initial contract record, select Next.

Step 3 - Optional Information

At this stage, there are fields to populate more data to the contract record in order to make it as complete and data rich as possible. These fields will not affect the contract health or checklist but enable higher quality contract management going forwards.

The most important field in this page is the options/rights of renewal available as part of this contract, but there are also fields for Primary Supplier contact, Contract manager, and the collaborating teams on the contract.

Once you have reached this stage, select Next for the final step.

Step 4 - Summary

This page allows the user to review all the data that has been entered for the contract record before the record is created. If there are any changes to be made, the Back button can be selected until the appropriate page has been reached and the information can be edited. Once the contract detail has been reviewed, select Create contract.

Upon creating the contract record, the user will be taken directly into the record.

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Assigning Classification(s) against a Contract record

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