Creating a Contract Request

Prerequisite

Based on user roles, the administrator has assigned Read and Create permissions on the ContractRequest object. For more information, see Managing Roles and Permissions.

To create a contract request

1. Click the App Launcher icon () and select Contract Apps.
2. Go to the My Requests tab and click Create New Request.

3. Enter values in the details.

   Field	Action Required
   Contract Request Name	(Required) Enter the contract request name.
   Contract Type	(Required) Select the contract type from the drop-down list for this record. The available options are: NDA MSA The default contract type is NDA.
   Requester	Search and select the requester's name.
   Description	Enter the description.

4. Click Next to display the Contract Request page.

5. Enter the following details in the Basic Information section.

   

   • 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	Action Required
   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, 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 if you created the current contract request as a child or linked it as a child.
   Executed Date	Specify the executed date.
   Owner Type	Select the owner type from the drop-down list.
   Owner	Search and select the owner.
   Send email notification for owner change	Turn this setting on to send an email notification for owner change.
   Primary Contact	Enter the primary contact for the contract request.

   

   The values in the Status and Status Category fields are automatically updated as In Progress or Request based on whether the contract request is in progress or submitted. 

6. Click Next and enter the following details in the Terms & Renewals section.

   Field	Action Required
   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.

7. Click Next and enter the following details in the Key Dates section.

   Field	Action Required
   Retention Date	Specify the contract retention date.
   Time	Specify the retention time.
   Activated Date	Specify the contract activated date.
   Time	Specify the activated time.

8. Click Next and enter the following details in the Miscellaneous section.

   Field	Description
   Termination Date	Specify the contract termination date.
   Time	Specify the termination time.
   Termination Notice Days	Enter the contract termination notice in days.

9. Click Next and upload the files in the Upload Documents section. You can drag and drop multiple files.

   

   • Supported file formats are .doc, .docx, .pdf, .png, .rtf, and .txt.
   • A maximum of ten files can be uploaded at a time.

   When you click the Close button, the Unsaved Changes window appears. Select one of the following options.

   • Close & Save: The details entered are saved and you are redirected to the Contract Request list view.
   • Close & Discard Changes: The details entered are not saved and you are redirected to the Contract Request list view. 
10. Click Next to view the Summary section. You can view a summary of all the details entered in previous sections.
11. Click the Edit icon ( ) next to the section name to edit the details of that section.

12. 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 values of the Status and Status Category fields on the Contract Details page are both updated to "Request".

    

    • The contract request's status is updated to Submitted on the contract request list page.
    • You can create multiple contract requests with an In Progress status.
    • You can open an "In Progress" contract request and edit its details.