Contracts

Learn how Contracts work within Unimarket and how you can create, view, and update Contracts.

Articles

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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,...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • Contract Exports

    The export feature allows users with the Contracts Administrator or View Contracts role to extract contract data into a CSV file. This is useful for high-level reporting, a...

  • 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...