h. Contracting Party

Contracting party is the business entity that enters into a legally binding contract with the current organization who creates the contract. where the user can manage contracting party details. 

Manage Contracting Party:

Manage the Contracting  Party screen displays the list of all existing contracting  Party. To view the manage screen, click on contracting  Party link in the menu under External Parties.

In the Manage contracting  Party screen, click on Create button to create a new contracting  Party, click on Edit button to update an existing record, click on delete button to delete the record.


Create Contracting  Party

To create a new Contracting  Party enter the following fields.


  • Contracting Party Name*

  • Select Contracting Party Type from the drop-down.

  • Description* 

  • Address Line 1*

  • Address Line 2

  • Select Country from Dropdown.*

  • Select State*from Dropdown.

  • City*

  • Zip Code*

  • Primary Contact :
           

    • Email ID*

    • First Name*

    • Last Name*

    • Business Phone

    • Mobile Phone

  • Active (Y/N)

  • Click on Create button
  • New Contracting Party is created in the system and navigates to the Manage screen, displaying the newly created Contracting Party.

Edit Contracting Party

To edit an existing Contracting Party: 

  • Click on the Edit button in the manage screen
  • Contracting Party edit screen is displayed
  • Edit the required field.
  • Click on Update button
  • Changes to the Contracting Party are updated in the system

Delete Contracting Party

To delete an existing Contracting Party

  • Click on the Delete button in the manage screen
  • A Message box is displayed for confirmation of delete action
  • Click the OK button in the displayed message box
  • Contracting Party record is deleted in the system.


On this page: