Users with the Create Contracts role can create new contracts, in Unimarket.
You can read below to find out more information on Creating a Contract or watch this short video:
Create a New Contract
To view the Contacts screen, go to the Contracts module > select Create Contract.
From the Create Contract screen, the user is prompted to fill out the information across the horizontal tabs about the new contract. The below sections document any information about the contract that the user enters digitally in the simple, searchable format.
Counterpart
On the Counterpart tab, you can use the dropdown to select a Supplier that is available to your Community, which automatically populates the primary contact for the supplier into the Counterpart Contacts field at the bottom. If you would like to add a contact you can click on the +Add Counterpart Contact.
If the counterpart is not a connected Supplier in Unimarket, you can enter their name in the Supplier Name field (as a free-text) and add any relevant contact information by clicking Add Counterpart Contact.
For additional information about the Counterpart tab, refer to help article Contract - Counterpart tab.
Leadsheet
On the Leadsheet tab, users must complete required fields marked with a red asterisk. If a user does not enter a contract number, the system will automatically generate one for your Community.
For additional information about the Leadsheet tab, refer to help article Contracts - Leadsheet tab.
Bid
On the Bid tab, you can select Link to Unimarket Bid Request or Enter Bid Request Detail. If neither of these options applies you should select None. The Bid Request linked to Contract help article has a breakdown of the Bid Tab.
Documents
On the Documents tab, you can add documents to the contract by clicking +Add Document and fill in the fields marked with a red asterisk. This is where you will upload any attachments associated with the contract.
For additional information about the Documents tab, refer to help article Contracts - Documents Tab.
Members
On the Members tab, you can click on +Add Member if you would like to add more members to the contract. You can also edit existing members by clicking on the word Edit on the right hand side of their name. The Owner of the contract can only be changed on the Leadsheet.
For additional information about the Members tab, refer to help article Contract - Members Tab.
Alerts
On the Alerts tab, you can set alert notifications by clicking +Add Alert and fill in the fields marked with a red asterisk. This section is not mandatory.
For additional information about the Alerts tab, refer to help article Contracts - Alerts Tab.
Finish
Once your contract is complete, select Finish. If you need to go back to make any updates, you can do so by clicking on Contracts on left panel > select the desired contract to amend >click More Actions drop down on the top right and select Amend. You will then have access to all the tabs previously discussed and can make necessary updates.
Create a Contract via Upload
Users with the Create Contracts role can create contracts using a CSV file upload.
Go to Contracts > select More Actions in the top right hand of the screen > click Upload/Download.
On the Upload Contract screen, click Upload > a pop up screen will appear with two attachments available. Download Specification gives you a list of the requirements for the form and Download Template should filled out and uploaded.
Once your CSV template is completed, download your updated document, by selecting Browse.
The detailed information below, will assist with the Contract download template requirements:
| Column | Name | Description | Mandatory |
| A | Contract Type | An existing Contract Type name. | Y |
| B | Contract Name | The name you are giving to this contract. | Y |
| C | Description | A brief description of this contract. | Y |
| D | Contract Number | The contract number associated with this contract. | Y |
| E | Owner | An existing User name as it appears in Unimarket. | Y |
| F | Start Date | The contract start date. | Y |
| G | End Date | The contract end date. | N |
| H | Expiry Warning Date | Optionally enter a date here to be notified when this contract is expiring soon. | N |
| I | Default Contract | If yes, when this contract becomes active it will become the default for the counterpart supplier. | N |
| J | Value | Contract Value. | N |
| K | Alert Value | Enter a value here to be notified when Funds Remaining falls below this value. | N |
| L | Organization Unit | The Organization Unit that owns the contract. This can be used later for searching and filtering contracts by organization unit. | N |
| M | Purchasing Organization Unit | Members of these organization units will be able to purchase against this contract. | N |
| N | Category | An existing Category code. | N |
| O | Supplier Vendor ID | An existing Supplier Vendor ID. | N |
| P | Counterpart Name | N | |
| Q | Currency | An existing currency code. | N |
| R | Contact Title | N | |
| S | Contact Name | N | |
| T | Contact Email | Must be a valid email address. | N |
| U | Contact Phone | Prefix number-extension with length limits 5-20-20. | N |
| V | Contact Address Line 1 | N | |
| W | Contact Address Line 2 | N | |
| X | Contact Address Line 3 | N | |
| Y | Contact City | N | |
| Z | Contact Region/State | N | |
| AA | Contact Postal Code | N | |
| AB | Contact Country | An existing Country code. | N |
| AC | Document Visibility | If left blank will use the default set for your Community. Sets if the documents. Can be Set as Members Only or Always Visible. | N |
Once completed, select Continue to proceed forward. Cancel will end all entered contract information, to begin a new contract.
Create a Contract from a Pending Requisition or Order
Users with the Create Contracts role, can create a contract linked to a Pending requisition or an existing order.
From a Pending Requisition
To link a contract to a Pending Requisition, go to Transactions (on the left side panel) > select View Requisitions > locate the desired requisition > select the requisition number > select +Create Contract.
Once completed, the Create Contract screen will appear to begin creating a contract (refer to above instructions).
From an Order:
To link a contract to an order, go to Orders (on the left side panel) > locate the desired order > select the order number > click More Actions > select +Create Contract.
Once completed, the Create Contract screen will appear to begin creating a contract (refer to above instructions).
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Note: For additional information about Contracts Administration, refer to help article Contracts Administration Module. |