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

Access & Permissions

Search for Contracts

• 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