Create a Contract
- Click the Edit mode button on the Contract tab.
- Click the blue + Add button to add a new "contract".
- Enter a name for the contract. Select the contract type
Please note - the name should indicate what the purchase order is for, not just the supplier name. If you have many purchase orders to the same supplier, include a short description so you can tell them apart later.
- Click the Contract name to open the Details window on the right side of the screen.
- Enter the budget category that should be associated with this project. Please note that you need to have money budgeted for this category. If you do not have enough money budgeted, please create an internal budget transfer.
- Select the supplier. If you are having trouble searching for the supplier, please visit this help article.
- Enter the scope of work.
- Set up the billing periods. Visit this help article to learn more about setting up billing periods.
- Enter the procurement method. This field is required.
- Enter notes as needed.
- When all information has been entered and you are ready to submit the purchase order, scroll to the top and click the down arrow next to "Request Supplier Input" and select "Set as Pending Supplier Input".
This effectively skips sending an email to the supplier asking them to provide the quote and SOV.
- Immediately click the "Set as Submitted" button to indicate that the quote has been received.
- Immediately click the "Send" to start the review and approval workflow process. A new window will open and will give you the opportunity the update the subject, reviewers, or email message. You can cc yourself if you choose. If you do not want to send an email to the reviewer, you can click Skip; however, this is not recommended.
If a contract is not "Sent," it will never be reviewed and will not be executed. You must click "Send" to start the review process.
No Comments