Difference between revisions of "Contract Creation"
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#*Click the ''Copy contract'' icon | #*Click the ''Copy contract'' icon | ||
#Once you have found the contract that you wish to copy, click the icon ''Copy contract''. | #Once you have found the contract that you wish to copy, click the icon ''Copy contract''. | ||
| − | #You will need to select a template from the list (you can select the template used in the previous contract or a new one from the ones available in the list). | + | #You will need to select a template from the list (you can select the template used in the previous contract or a new one from the ones available in the list).Click ''Next'' in order to move further with your contract’s creation. |
| + | #Select the details you wish to copy or add. Click ''Apply'' to create the new contract. | ||
| + | #You will be able to see the newly created contract in the list and it will be | ||
| + | named “Copy of…” . The newly created contract copy will always have “Copy of” as the first two words of its name. You can change the name when you edit the contract. The contract can be edited by clicking ''Edit contract''. | ||
Latest revision as of 02:32, 27 February 2014
Contract Set up[edit]
New contract from a template[edit]
To create a new contract, please follow carefully the below steps:
- From the left hand menu, in the “Contract” module, access the “Contract list”:
- In order to create a new contract, click New
- The platform proposes you to select one contract template.
Note that a new contract can only be done from a template. Before selecting the contract template you can preview the clauses by clicking the corresponding icon.
Select the contract by ticking the empty box then click the Apply icon Select the template you want to use for your new contract by clicking on Apply.
Information regarding the templates :
With ST6 Contract Management, contract templates created by expert matters gives quick access to an electronic version of a new purchasing contract. These templates are a combination of:
- Standard contract content (header, header details, conditions and positions of the
contract).
- Standard documents associated to the contract (general conditions, non disclosure
agreement, terms, etc.).
- Standard validation workflow.
These templates are created in the Backoffice by Contract Management experts such as legal specialists. They can then be selected by contract non-specialists (purchasing,procurement, sales, or accounting…) in order to create new contracts in some minute’s time.
New contract from a copy[edit]
To create a new contract from a copy, please follow carefully the below steps:
- Once Contract search page opens, click the icon Search. Please note that you can use the copy function only for your own contracts
- Search the contract you wish to copy by typing the name or ID of the contract and than clicking the Search button
- Click the Copy contract icon
- Once you have found the contract that you wish to copy, click the icon Copy contract.
- You will need to select a template from the list (you can select the template used in the previous contract or a new one from the ones available in the list).Click Next in order to move further with your contract’s creation.
- Select the details you wish to copy or add. Click Apply to create the new contract.
- You will be able to see the newly created contract in the list and it will be
named “Copy of…” . The newly created contract copy will always have “Copy of” as the first two words of its name. You can change the name when you edit the contract. The contract can be edited by clicking Edit contract.
