The Transactions tab will display orders or invoices related to the contract, for members on the contract. If there are not any transactions against the contract, the Transactions tab will be hidden.
Additionally, users with the Create Contract role can link requisitions and orders that will appear on the Transactions tab.
Once the order linked to the contract is invoiced, the invoice will appear in the Transactions tab.
Access the Transactions Tab
To access the Transactions tab, select the Contracts module > click Contracts > locate the desired contract > click the contract name > select Transactions.
Locate Orders
To locate orders, select the Orders tab > in the Created Date field, select "x" to clear the field or customize the search by select Filters.
Locate Invoices
To locate invoices, select the Invoices tab > in the Search Invoices/Orders field, enter the desired invoice number or customize the search by select Filters.
Link Orders/Requisition to Contract
There are three ways to link a transaction to a contract.
During Checkout - On the Checkout screen, scroll down to the Contract section > in the Contract field, select the dropdown > choose the desired contract number, associated with the supplier.
From a Pending Requisition - Go to the Marketplace module > select Transactions (on the left side panel) > click View Requisitions > locate the Pending requisition > select the requisition number > select +Link Contract.
From an Existing Order - Go to the Marketplace module > select Orders > locate the desired order > select the order number > click More Actions > select +Link Contract.
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Note: For additional information, refer to help articles: Viewing & Managing Contracts or Creating a New Contract - Manually. |