Contract Details

When you select a contract you will be taken to the Contract Details page. This page displays a visual timeline of the contract. You can use your mouse wheel to scroll up/down or to zoom in/out of the timeline. This allows you to focus in or out on a specific date.

Restart_Project_Manager_For_Bam.jpg

 

Auto-renewable: This is a flag used to denote contracts that will automatically renew unless you take action to cancel them (eg. a rental agreement will automatically switch to month-to-month at the end of the lease unless someone cancels it)


Extendable: You have the *option* of extending this contract into future Contract Terms. If you do not change the active Contract Term, then the contract will end when the currently active Contract Term expires.

The remainder of the Contract Details page is broken up into 4 main sections:

  1. Vendor Contacts
  2. Documents
  3. People
  4. Reminders

Each section is comprised of columns that are fully sortable by clicking on the column heading. In the upper right hand corner of each section you will see a button allowing you to add/create additional items to the section (i.e. add additional Vendor contacts, documents etc...).

Let's have a closer look at each section:

 

Commodity Codes 

Commodity codes allow the Buyer to tag a contract with a Commodity Code.

Commodity Codes are displayed along with titles and descriptions. You can search for Commodity Codes by code or by keyword. Click on the corresponding "+" icon to add a particular code to the Contract.

HVAC_Maintenance___Repair_Services.jpg

 

Terms & Change Orders

Terms and Change Orders allow a user to create and track terms and change orders in a contract.

The active term is shown by the highlighted and check-marked value under the Term/Change Order column. Inactive terms can be deleted by clicking on the small garbage bin icon next to the term. Terms and Change Orders can be added to the contract by clicking on the "+Add Term" and "+Add Change Order" buttons at the bottom of the section. 

Lastly, all of the terms shown in the Terms & Change Orders table can be exported to Excel by clicking on the download button at the bottom of the section.

HVAC_Maintenance___Repair_Services.jpg

 

Vendor Contacts 

Contact names are displayed along with email and phone numbers. You can edit or delete the contact by clicking on the corresponding Actions button. You can filter out the list by typing a string into the Search bar in the upper right hand side. Searches are performed on all information displayed in the various columns

 

Documents

Documents are displayed along with the document type and description. You can edit/delete/view/download a document by clicking on the corresponding Actions button. You can filter out the list by typing a string into the Search bar in the upper right-hand side. Searches are performed on all information displayed in the various columns.

The documents can be viewed by anyone who was explicitly added to the contract (see People below), and anyone with department level access in the module.

Restart_Sr__Data_Architect_For_MDOT_Lamp.jpg

 

People

People associated with the contract are displayed along with their contact email and their access. You can edit or delete a person by clicking on the corresponding Actions button. You can filter out the list by typing a string into the Search bar in the upper right-hand side. Searches are performed on all information displayed in the various columns.

Every person added under this section will have the ability to view all of the contract details and documents. You can, in addition, grant the person full control over the contract which will allow them to edit all aspects of the contract.

 

Reminders

Contract reminders are displayed along with their dates and the people the reminders are set for. You can edit or delete a reminder by clicking on the corresponding Actions button. You can filter out the list by typing a string into the Search bar in the upper right hand side. Searches are performed on all information displayed in the various columns.

 

 

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk