Contracts
Learn how Contracts work within Unimarket and how you can create, view, and update Contracts.
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Contracts Administration Module
The Contracts Module is a powerful tool for storing, managing, and approving institutional agreements. For users with the Community Administrator role, the module is manag...
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Contract Validation for Retrofit Orders
To ensure more accurate spend tracking and compliance. Unimarket has updated the logic used to validate contract status, at checkout for retrofit orders.This logic applies ...
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Create a New Contract - Manually
This guide outlines the two primary methods for contract creation: Manual Setup and Transaction-Based creation. Role RequirementTo create a contract in Unimarket, a user mu...
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Create a New Contract - Upload
Before starting your upload, it is critical to remember: Contracts must be uploaded separately for each Contract Type. Because different Contract Types (e.g., Master Agreem...
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Contract - Counterpart Tab
The Counterpart tab is the first step in creating a contract. It identifies the supplier, individual, or entity with whom the agreement is made. Properly linking a counter...
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Contracts - Leadsheet Tab
This reference article defines the fields and parameters available on the contract leadsheet. The leadsheet is used to provide a name, contract number, and specific detail...
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Contract - Bid Tab
Linking a bid request to a contract allows you to connect a contract to its original bidding event for better traceability and consistency. This is particularly useful when...
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Contracts - Documents Tab
The Documents tab within the Unimarket Contracts module serves as a secure, centralized repository for all paperwork associated with an agreement. By digitizing these file...
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Contracts - Members Tab
The Members tab defines who has visibility into a contract and what actions they can take. By managing members, you ensure that relevant stakeholders (e.g., legal counsel,...
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Contract - Alerts Tab
The Alerts tab in the Unimarket Contracts module is a critical tool for ensuring proactive contract management. These automated email notifications help contract owners and...
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Contracts - Comments Tab
The Comments tab in the Unimarket Contracts module, provides a centralized space for internal stakeholders. To collaborate, document milestones, and maintain a permanent au...
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Contract - Workflow Tab
Contract Workflows ensure that all agreements created, are reviewed and approved by the appropriate stakeholders. These workflows are tied specifically to Contract Types. A...
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Contracts - Transactions Tab
The Transactions tab provides a real-time view of the financial activity, associated with a specific contract. It allows contract members to monitor spend, track order hist...
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View & Manage a Contract
This guide provides an overview of how to access, search for, and manage contract records within the Unimarket Contracts module. Access and PermissionsTo view and manage co...
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Amend a Contract
The Amend function is used to modify an existing contract when its terms or original parameters change. This ensures that the digital record (in Unimarket) always matches t...
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Renew a Contract
The Renew feature is designed to extend the life of an existing agreement. Unlike creating a new contract from scratch, a renewal maintains the same Contract Number. And cr...
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Cancel an Existing Contract
Canceling a contract is a formal action taken when an agreement is no longer valid, was created in error, or needs to be replaced entirely. Unlike "Archiving," a canceled c...
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Contracts - Bulk Change Owner
This administrative tool allows for the rapid reassignment of contracts from one user to another. This is typically used during departmental restructures or when a staff me...