Contracts
Authored from a template, held in one place, and enforced: the prices a contract fixes are what a purchase is checked against.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Contracts
- Screen: Contracts
Address in the console: /scm/contracts
List · 13 columns · 16 fields on its form · 1 of them required · 3 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Contract | Code | contract_no |
| Title | Text | title |
| Supplier | Text | supplier_name |
| Type | Status | contract_type |
| Value | Amount | total_value |
| Consumed | Text | consumed_pct |
| From | Date | start_date |
| To | Date | end_date |
| Days left | Number | days_remaining |
| Renewal | Status | renewal_state |
| Priced | Number | priced_items |
| Obligations | Number | open_obligations |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Supplier | Choice | Looked up from existing records | |
| Type | Choice | Configuration list | |
| Template | Choice | Looked up from existing records | |
| From sourcing event | Choice | Looked up from existing records | |
| Under contract | Choice | Looked up from existing records | A statement of work sits under its master agreement. |
| Currency | Text | ||
| Total value | Number | ||
| Starts | Date | ||
| Ends | Date | ||
| Renews automatically | Yes or no | ||
| Renewal term (months) | Number | ||
| Notice period (days) | Number | ||
| Owner | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Body | Long text |
What you can do here
Check a price
Is this price under contract?
Author primary
Write it from its template
Sign
Record the signature
Asks for: Signed by* Accept the unapproved deviations
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.