At times, users with the Contracts Administrator or View Contracts role, may desire to export existing contracts, within Unimarket.
The export will provide a CSV file for with the contract Summary or Details.
Export Contracts
To export a contract, go to the Contracts module > select Contracts > click Filters.
To customize the export file, users can utilize the additional populated fields > select Export > click Export Summary or Export Details.
For a summary of details provided on each export, refer to the information below.
Once the option is selected, a pop-up box will appear > select here hyperlink.
The Background Jobs screen will populate > once the Contract Export file is in a Finished state > select Download.
Contract Summary Export
The contract summary export provides a summary of contract information, across all contract types including:
Contract Name, Contract Number, Start Date, End Date, State, Counterpart Name, Currency, Owner, Initiator, Value, Contract Type, Counterpart Type, Members
Contract Details Export
The contract details export provide the full details of the contract. It can only be exported for one Contract Type at a time as the available information can be different by type.
Contract Type, Contract Name, Description, Contract Number, Contract Link, Owner, State, Created Date, Start Date, End Date, Expiry Warning, Default Contract, Value, Alert Value, Funds Allocated, Funds Remaining, Organization Unit, Purchasing, Organization Units, Available to All Buyers, Category, Supplier Vendor ID, Counterpart Name, Currency, Contact Title, Contact Name, Contact Email, Contact Phone, Contact Address Line 1, Contact Address Line 2, Contact Address Line 3, Contact City, Contact Region, Contact Postcode, Contact Country, Renewal Start Date, Renewal End Date, Documents Visibility