This guide provides an overview of how to access, search for, and manage contract records within the Unimarket Contracts module.

Access and Permissions

To view and manage contracts, you must be assigned one of the following roles:

• Contracts Administrator: Full access to all contracts and administrative actions (like Archiving).
• View Contracts: Can view all tabs for all contracts but cannot make changes.
• Create Contracts: Can only view or edit contracts where they are specifically listed as a Member.

Searching for Contracts

Navigation: Go to the Contracts module and select Contracts.

Use the Filters button to refine your search results using these fields:

• Search Contracts: Performs a keyword search across the contract number, name, description, and attachment titles.
• State: Filter by Active or Pending. Check Include Closed to find Expired or Canceled records.
• Counterpart: Filter results by the specific supplier or entity involved.
• Buyer: Filter by the contract Initiator or Owner.
• Organization Unit: View contracts assigned to specific departments you have access to.

Contract Actions (More Actions Menu)

Once you have opened a contract, you can perform several management tasks via the More Actions menu:

Amend, Copy, and Renew

• Amend: Use this to update existing details (e.g., changing the description or adding an alert).
• Copy: Uses the current contract as a template for a brand-new record with a new contract number. Ideal for recurring agreements with different suppliers.
• Renew: Extends the agreement while maintaining the same contract number. This links the new version to the previous one for historical tracking.

Cancel and Archive

• Cancel: Ends the contract immediately. You must provide a reason. Canceled contracts are saved and can still be searched or copied later.

• Archive: (Contracts Administrator Only) An irreversible action that permanently stores the contract. Archived contracts cannot be modified and are essentially "locked" forever.

Linking and Sharing

• Link Contract: Manually define relationships between contracts (e.g., linking a sub-agreement to a Master Agreement). These links appear on the Leadsheet for easy navigation.
• Share Contract Link: Generates a direct URL to the contract that you can copy and send to other Unimarket users who have the appropriate permissions.

Summary Table of Actions