1. Create/Edit Contract
Mandatory/Optional (By Default) | Field Name | Field Description |
|---|---|---|
Mandatory (auto generated/overridable) | Contract Number | Unique Number (automatically generated by CMx based on Company Profile->Settings or overridden by user while creating/editing the contract. |
Mandatory | Contract Title | Title of the contract record. |
Mandatory | Contract Type | Type of the contract record. |
Mandatory | Contract Owner | Owner of contract record. |
Optional | Contracting Parties | Parties (Internal or External) |
Mandatory | Effective Date | Effective date of the contract record. |
Optional | Description | Description of Contract record. |
Optional | Renewal Date | Renewal Date. Date in which the contract record gets renewed. This can be any date when the contract gets renewed. |
Optional | Contract Value | Contract Value Amount represented in the contract which is agreed upon by parties as part of the contract. Payment details tab in Create/Edit Contract auto-deducts each payment from the contract value and displays Remaining Balance in Create//Edit Contract → Payment Details Tab. |
Optional | Expiry Date | Expiry Date Date in which the Contract gets expired. This is usually a future date from the date at which the contract becomes active. |
Optional | Notification List | List of users who needs to be notified. This can be internal or external users. For example, an email can be added to notification list. |
Optional | Expiry Reminder | Reminder of expiration check box. Works only after selecting the expiry date field value. Checking this box ( After selecting expiry date field value) kicks in specific date reminders if a specific date has be mentioned to alert prior to expiry. this is in addition to the default 30,60,90 days prior expiration reminders. |
Optional | Contract Signers | Signers of contract record. |
Optional | Closeout Date | Closeout date of the contract. Usually the last “END” date of the contract period. |
Optional | Approval Workflow | Workflow selected for the current record |
Optional | Stage | CLM Stage of the contract. Refer here: https://www.contractexperience.com/resources/resources-main.html Authoring, Review & Approval, Execution etc
|
Optional | Status | Status of the contract record. Active Expired etc |
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