Contract Settings - Custom Contract Fields and Contract Types

Contract Settings are accessible under the Contracts section at the very bottom of the Contracts Dashboard. These settings are strictly only accessible to the Organization Admin:

mceclip0.png

 

When you expand the Settings you will see 2 sections:

mceclip0.png

 

Contract Types

You can now create your own Contract Types as an Organization Admin.

Users can assign Custom Contract Fields to either be applicable to all contracts or specific Contract Types.

For example, you could create an "IT / Software" Contract Type then add a custom Field "# of Licenses" on it. Now when a user creates a Contract they will only need to fill in the # of Licenses when it's an "IT / Software" contract.

mceclip0.png

 

Custom Contract Fields

  • Allows you to add your own Fields to a Contract beyond the default attributes in Bonfire
  • If you assign a Custom Field to one or more Contract Types, it will only appear when creating a Contract of that specific Contract Type, otherwise, it'll appear for all contracts.
  • Value Types to choose from (these attributes enforce validation when the user enter values on the contract): 
  1. Number
  2. Short Text: A single line of text
  3. Long Text: Multi-line text
  4. Date
  5. URL
  6. Options (dropdown list)
  7. Automatic Increment: Increments a certain value with the creation of each new contract

 

Let's take a closer look at the Custom Contract Fields section.

In the example below there are 5 custom Contract Fields that have been defined (# of Licenses, Cost Center, DBE Status etc...). End/Start date as well as value are all default fields.

mceclip0.png

 

The Adjustable option allows you to specify whether a field may be changed or modified at a later date. You'll notice that by default, "Start/End Date" as well as the contract "Value" are all adjustable fields (and this cannot be changed).

An adjustable contract field can be changed through contract terms or change orders (more on that here).

If a field is not adjustable, then it is an attribute of the contract which can then be edited in the Edit Contract window. 

The Allow Multiple Options? option only applies to fields with a value type of Options. If an Options field has Allow Multiple Options? turned on, this means that more than one of the specified options can be selected. In the example above, this would mean that a contract could apply to any combination of the IT, Admin, and Maintenance Cost Centers.

 

To create a new contract field, click on the Add a Custom Contract Field button and fill in the Add a Custom Contract Field modal: 

mceclip0.png

 

If you have any further questions please reach out to us at Support@GoBonfire.com

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk