Note: To create a Contract, a Position must be a member of one of the following System Security Groups:
Create Contract,
Administrators - Contracts,
Administrators.
A new Contract can be added from:
The Contracts list page,
The Contract page.
To add a new Contract record:
Access the Contracts list page.
Hover over, or click the Menu Options icon, then click the ‘ New Contract’ 1 option.
Or, from the ‘Contracts’ list page, click on a Contract record in the list to open the ‘Contract’ page. Hover over, or click the Menu Options icon, then click the ‘ New Contract’ 1 option.
The ‘New Contract’ window opens. Complete the Contract details in the window (see New Contract window elements for details on each field).
Click the Save 23 icon to complete adding the new Contract record. The Contract page will display with this new record. Clicking the cancel 24 icon will close the ‘New Contract’ window without saving the record.
‘New Contract’ window elements
|
| ‘New Contract’ window elements |
ID | Element | Description |
1 | ‘Show Page Help’ icon | If shown, click this icon for information on creating a Contract record. |
2 | ‘Number’ field | Enter a unique number for this Contract record. |
3 | ‘Title’ field | Enter the title of this Contract. |
4 | ‘Description’ field | Enter the description of this Contract. |
5 | ‘Contract Type’ selector | Select the Contract Type of this Contract. |
6 | ‘Contract With’ selector | Select the other party the Contract is With. |
7 | Add Contract With icon | If the Contract With is not in the Contract With selector 6, click this icon to add a new Contract With. Once added, this new Contract With can be now be selected. |
8 | ‘Our Entity’ selector | Select which of our Entities the contract is with. |
9 | ‘Contract Owner’ selector | Select the Position which is the Owner of the Contract record. |
10 | ‘Material Contract’ checkbox | Select if this is a material contract. |
11 | ‘Advised Date’ field | Enter or Select the Advised date of this Contract. |
12 | ‘Business Unit’ selector | Select the Business Unit for this Contract. |
13 | ‘Renewal Term’ selector | Select the Renewal Term of this contract. |
14 | ‘Start Date’ field | Enter or select the Starting date of this Contract. |
15 | ‘Execution Date’ field | Enter or select the Execution Date of the Contract. |
16 | ‘Initial End Date’ field | Enter or select the Initial Ending date of the Contract. |
17 | ‘Notice Period’ fields | Enter the Notice Period of this Contract. |
18 | ‘Send_Renewal_Task’_checkbox | Select this if a Renewal task is required, or un-select for just a notification, to be sent to the Contract Owner 9. |
19 | ‘Reminder 1st’ field | Enter the first reminder days. This is the number of days before the first notification date. |
20 | ‘Reminder 2st’ field | Enter the second reminder days. This is the number of days before the first notification date. |
21 | Security | Assign Record Security Rights to Security Groups (see About Record Security Rights). |
22 | ‘Show Members’ icon | Click this icon to display the Positions contained in this Security Group. |
23 | ‘Save’ icon | Click this icon to save this new Contract record. |
24 | ‘Cancel’ icon | Click this icon to Close the ‘New Contract’ window |