Create contract

A contract can be created in two ways, from the 'Award' menu or via the Contract Management module.

Create contract from 'Award'

Create a contract from the Contract Management module

Create contract from 'Award'

A contract can be created immediately after awarding an order to a supplier within the 'Sourcing & Tendering' module.

1. Open the request in which a contract is being created.

2. Open the left menu 'Award' and click on the 'Award' tab.

3. Move the cursor over the supplier and click 'Assign'.

4. The supplier's status changes to 'Awarded'.

5. Move the cursor over the supplier again and click 'Create contract'.

6. Enter the details of the contract, choose a template and file in which the contract will be saved. Click on 'Continue'.

7. Search for the company or click on 'New company' if it is a new company. Click on 'Continue'.

8. The page now leads to the Contract Management module.

9. Enter the contract details and click 'Save' at the top right.

Create a contract from the Contract Management module

1. Open the Contract Management module.

2. Click on 'New' at the top right.

3. Enter a name for the contract.

4. Click on the drop-down menu to select one of the available contract templates. Click on 'Continue' at the bottom right.

5. Click on the drop-down menu to select one of the available files. Click on 'Continue' at the bottom right.

6. Click on the green 'Confirm' button.

The contract has been created and can be completed further.

1. Click 'Choose' in the 'Supplier' field to search for an existing supplier or to create a new supplier.

2. Click on the 'New company' button to add a new supplier.

3. Enter the desired supplier information in the window that appears. Please enter at least the fields marked in red.

4. Click on the 'Confirm' button to create the supplier and add it to the contract.

5. Complete at least the mandatory (red marked) fields in the various tabs.

Click 'Save' at the top right.