The Leadsheet contains the parameters for the contract.
The Leadsheet is used provide a name, contract number and details, associated with the contract. If a user does not enter a number, the system will automatically generate one.
When creating the contract, a Contract Type may be required and was configured by a Community Administrator.
Additionally, Forms may be required to additional information, dependent upon how the Community Administrator has configured Contract Types. For additional information about Forms, refer to help article Create Community Forms.
Access the Leadsheet Tab
To access the Leadsheet, click on the Leadsheet tab.
For the Leadsheet field requirements and details, refer to the list below.
- Contract Type: Desired option will define the type of the contract.
- Name: The contract name is entered as free text, searchable from the View Contracts page.
- Contract Number: The contract number that is assigned to the contract outside of the Unimarket system or decided by the user. If no number provided, the system will generate one. The contract sequence number must be created by a Unimarket Customer Success Manager.
- Owner: This field allows you to differentiate between the Initiator who created the contract and the Owner/Manager of the contract, if different.
- Description: Short summary of the contract, in additional to the main fields on the Leadsheet. Entered as free text and searchable from the View Contracts screen. The character limit is 2,000 characters.
- Start Date: The past, present, or future date when the contract starts.
- End Date: The future date when the contract ends. This date is also used as the Start Date if the Auto Renew option for the contract, is enabled. An alert will be sent on this date to alert members of the contract expiry.
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Expiry Warning Date: Setting an Alert date to remind members the contract is approaching the end of its' terms. The alert will be sent on date/time selected.
- Default Contract: If enabled and the contract is active, the contract becomes the default contract for all orders created for the Counterpart supplier. The buyer can remove/change this when creating the requisition, if desired.
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Value: The total dollar value of the contract throughout the life of the contract term.
If entered, this value is the maximum funds that can be allocated against this contract. Any orders will be validated & checked against the value, to ensure the value has not exceeded. A user attempting to checkout against this contract may receive an error if the value is exceeded, or an inbound Marketplace Integration message may fail returning a 400 error response.
(If this happens, some common solutions are to amend the contract to increase the amount, create a new contract, or wait until a new contract is established).
- Alert Value: The dollar value entered will trigger an alert to the contract members. If a value is entered, the email alert will be triggered when the total amount of orders purchased against the contract reaches the value entered.
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Organization Unit: Select the Organization Unit that 'owns' the contract (for example, the department who signed/negotiated the contract). This can be used later for searching and filtering contracts by Organization Unit.
- Available to All Buyers: If enabled, the contract will be available to all Buyers in your Community.
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Purchasing Organization Units: Members of the Organization Units specified in this field, will automatically have the contract defaulted as the selection at checkout and those purchases will be tracked against this contract. Any users not in the specified Organization Unit, will not be able to select the contract to link on Checkout screen.
- Category: Select a UNSPSC code to associate with the contract for searching and reporting on the contracts.
Once completed, select Continue to proceed forward. To go back to the Counterpart tab, select Back. Cancel will end all entered contract information, to begin a new contract.
Note: For additional information, refer to help articles: Viewing & Managing Contracts or Creating a New Contract - Manually. |