The Leadsheet holds the parameters for the contract.
When creating the contract this may require a contract type, which can be configured by a Community Administrator. The contract type may also require additional forms to be filled out, depending on how your Community Administrator has configured your contract types. Users will use the leadsheet to create a name and contract number associated with the contract. If a user does not enter a number, the system will automatically generate one for them. Users are also prompted to give a short description of the contract, allowing extra details to describe the contract.
|
Field Name |
Description |
|
Contract Type |
Contract Types can be created by the community administrators and can be assigned a custom form to create additional fields to add to the default list of fields defined in the leadsheet. |
|
Name |
The contract name is entered as free text, searchable from the View Contracts page. |
|
Document Visibility |
Sets the default visibility of Documents for the contract. Can be set as Members Only or Always Visible. This setting can be different at the Community, Contract and Document level. |
|
Contract Number |
The contract number that is assigned to the contract outside of the Unimarket system or the contract number that is configured to be created by Unimarket if no other number is defined. the contract sequence number must be created by a Unimarket admin or your account manager. |
|
Owner |
This field allows you to differentiate between the Initiator that created the contract record and the Owner/manager of the contract if they are different. |
|
Description |
Short summary of the contract in additional to the main fields on the leadsheet. Entered as free text, searchable from the View Contracts page. the character limit for this field 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. |
|
Expiry Warning Date |
Setting an Alert date to remind members of the contract that a contract is approaching the end of it's terms. This is sent on the date selected. |
|
Default Contract |
If the Default Contract is selected 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 required). |
|
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 this to ensure the value has not been 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 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 that triggers an alert to the contract members. If the Alert Value is entered, the email alert will be triggered when the total amount of orders purchased against this contract reaches the Alert Value. |
|
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. |
|
Purchasing Organization Units |
Members of the Organization Units specified in this field will automatically have the contract defaulted as the selection in checkout and those purchases will be tracked against this contract. Any users not in the specified Purchasing Org Units will not be able to select the contract for tracking in checkout. |
|
Category |
Select a UNSPSC code to associate with the Contract for searching and reporting on the contracts. |
For more information on contracts see Viewing & Managing Contracts or Creating a New Contract.