Creating a Contract Request
Based on user roles, the administrator has assigned Read and Create permissions on the ContractRequest object.
To initiate a contract request, follow the steps outlined in this task. Each step guides you through the necessary details and actions required to successfully create a contract request in the system.
- Click the App Launcher icon (
) and select Contract Apps.
- Go to the My Requests tab and click Create New Request.
- Enter the following details.
Field
Required Action
Contract Request Name
(Required) Enter the contract request name.
Contract Type
(Required) Select the contract type from the drop-down menu. The available options are:
- NDA
- MSA
Requester
Search and select the requester's name.
Description
Enter the description.
- Click Next.
On the Contract Request details page, clicking the Close button in any section raises the Unsaved Changes window.
Select one of the following options.
- Close & Save: Saves the entered details and redirects you to the Contract Request list view.
- Close & Discard Change: Discards the entered details and redirects to the Contract Request list view.
Performing any of the above operations creates a new contract request with an "In Progress" status. You can create multiple contract requests with an In Progress status. The values in the status category and status fields are updated to Request and In Progress.
Clicking the Contract Request Name hyperlink for an In Progress contract request directs you to the Contract Request details page, where you can edit the section details.
- Enter the following details in the Basic Information section.Note:
- Contract Name, Contract Number, and Contract Type fields are auto-populated.
- By default, the contract name is populated with the contract request name. To edit the contract name, see Editing a Contract Request.
Field
Required Action
Contract Number
Unique non-editable number assigned to the contract request by the system.
To edit this field before you submit the contract request form, an administrators must turn the "Editable Contract Number for Contract Request Form" setting on. For more information, see General Settings.
Account
(Required) Search and select the account name.
Contract Category
Select a contract category from the drop-down list.
Total Contract Value
Enter the total contract value.
Parent Contract
Enter the parent contract.
Executed Date
Specify the executed date.
Owner Type
Select the owner type from the drop-down list.
Owner
Search and select the owner.Note: An email notification about the contract ownership is sent to the members specified in the User or User Group. For more information, see the "To add group members" section in Creating User Groups.Notify owner(s)
Toggle this button on to ensure an email notification is sent to user group members whenever there is a change in contract request ownership.
Primary Contact
Enter the primary contact.
- Click Next and enter the following details in the Terms & Renewals section.
Field
Required Action
Contract Start Date
Select the contract start date.
Time
Specify the contract start time.
Contract End Date
Specify the contract end date.
Time
Specify the contract end time.
Term Months
Enter the contract term in months.
Contract Term Type
Enter the contract term type.
Renewal Term
Enter the renewal term.
- Click Next and enter the following details in the Key Dates section.
Field
Required Action
Retention Date
Specify the contract retention date.
Time
Specify the retention time.
Activated Date
Specify the contract activated date.
Time
Specify the activated time.
- Click Next and enter the following details in the Miscellaneous section.
Field
Required Action
Termination Date
Specify the contract termination date.
Time
Specify the termination time.
Termination Notice Days
Enter the contract termination notice in days.
- Click Next and upload the files in the Upload Documents section. You can drag and drop multiple files.Note:
- Supported file formats are .doc, .docx, .pdf, .png, .rtf, and .txt.
- A maximum of ten files can be uploaded at a time.
- Click Next to view the Summary section.A summary of all details entered in previous sections is displayed.
You can click the Edit icon (
) next to the section name to edit the details of that section.
- Ensure the details entered are correct and click Submit.This creates a new contract request and takes you to the Contract Requests list page within the My Requests tab. The newly created record is displayed at the top, and you can sort the list by clicking on the column name. The contract request's status on the contract request list page is updated to Submitted. The values of the status and status category of the contract request are both updated to Request.
The Contract Name field is now displayed as a hyperlink in the contract request list view. Clicking this hyperlink directs you to the contract details page, where you can edit the contract details.
Note:Once the contract request is submitted, it cannot be edited. If you try to resubmit, save or close a submitted contract request, an error message "
Cannot submit the request as it is already submitted." is displayed.
