To Create a Contract:
- Click on Create Contract link from menu,or go to Manage contract,click on Create contract Tab.
Create/edit contract screen is displayed with different tab sections as mentioned below.
(1) Main :
(2) Documents:(3) Clauses:(4) Milestones :(5) Notes.- Under "Main" Tab,create contract page displays.
- Enter contract number and Title.
- Select Contract Type and Contracting Party
- Choose an effective date
- Enter the description
- Select the Risk level,Department and Contract owners.
- Choose an Expiry date(optional)
- Enter contract value and select the currency.(optional)
- Select Notification list and workflow (optional)
- Enter renewal term in days.(optional)
2.Now Click on Documents tab.
- Click on Choose files,select the file which has to be uploaded for the specific contract,enter file description if any .
- If there are more than 1 file,click on Add file,and attach the document .
- Click on "Create" button.
- Attached files are displayed in a grid in the same page.
3. Click on Clauses tab.
- On click of Clauses tab,page displays with Contract clauses grid and Add clauses tab.
- Click on Add clauses tab,displays list of clauses which are pre loaded.
- check the clauses which are to be added for the specific contract,click on Add.
- The selected clauses are added and displayed in the grid.
4. Click on Milestone tab.
- On click of Milestone tab,page displays with Milestone grid and Add Milestone tab.
- Click on Add Milestone tab,displays Milestone entry field,end date and Milestone reminder check box.
- Enter the Milestone of a contract and end date.
- On Checking the Milestone Reminder check box,Alert Before Days filed pops up.
- Enter Alert before days and click on "Save" button.
- The created Milestone are displayed in the grid.
5.Click on Notes Tab
- On click of Notes tab,page displays with Notes grid and Add Notes tab.
- Click on Add Notes tab,displays Notes entry field.
- Enter the Notes of a contract .
- Click on "Save" button.
- The created Notes are displayed in the grid. d
After entering all these click on "Create" button.Contract creates successfully and displayed in the Manage contract Grid.
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