3.5.4. Create Contract

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 :   

• 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. 

6.Click on Access Restrictions Tab(Unlocked Icon in Right top Corner of Create Contract Page)

• Click on Unlocked icon and page displays with Access Restrictions tab.
• User can Specify both View Restrictions and Edit Restrictions for Particular Contracts

7.Click on Enter Tags Tab(Text area at Right top Corner of Create Contract Page)

• User can enter different tags to attach with the contracts.

After entering all these click on "Create" button.Contract creates successfully and displayed in the Manage contract Grid.

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