Create & Edit Contracts

last updated on 30th June 2022

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Creating Contracts

Step 1: Accessing Contract Management
Step 2: Create New Contract
Step 3: Fill in Contract Details
Step 4: Upload attachments
Step 5: Create Contract

Editing Contracts

Step 1: Click ‘View’ on a specific contract
Step 2: Edit Contract
Step 3: Input Amendment Reason
Step 4: View Activity Log

Creating Contracts

Step 1: Accessing Contract Management

Under Contracts, click ‘Contract Management’

Step 2: Create New Contract

Click ‘New Contract’ to create a contract

Step 3: Fill in Contract Details

  • Vendor Name- list of existing vendors maintained under My Vendors
  • Vendor Code- automatically pulled from what is maintained under My Vendors
  • Contract ID- ID linked to contract if any. If not, an ID will be automatically generated
  • Contract Name- name of your contract
  • Valid From- validity period of your contract
  • Contract Value- value of your contract
  • Billing Entity- list of billing entities maintained under Company Profile
  • Internal Comments- additional comments related to contract

Step 4: Upload attachments

Upload your contract documents by clicking on ‘Attachments’

Step 5: Create Contract

Once completed, click ‘Save’ to create your contract

Editing Contracts

Step 1: Click ‘View’ on a specific contract

Step 2: Edit Contract

Click ‘Edit’ to make changes to the contract

Input changes to your contract and click ‘Save’

Step 3: Input Amendment Reason

Input reason for making changes to your contract and click ‘Confirm’

Step 4: View Activity Log

You can view all changes & activity related to a specific contract by scrolling down to the ‘Activity Log’ section