Entering Supplier Contract Details

This demonstration shows how to enter party details into a supplier contract.

This is the second in a series of related demonstrations that use the example of a contract to purchase desktop computers and related installation services. These cover:

∙ Creating a supplier contract

∙ Entering supplier contract details

∙ Entering supplier contract lines

∙ Reviewing contract terms and running Contract Expert

∙ Checking for deviations from standards and submitting a supplier contract for approval

∙ Managing purchasing for a supplier contract using contract fulfillment

Steps:

1. You are ready to enter contract details and lines after you finish creating the supplier contract as shown in a related demonstration.

   Step 1

2. Begin by navigating to the Header tab.

    

   This is where you enter information about the contract parties and attach contract documents.

   Step 2

3. Click the Parties link.

   Step 3

4. The application displays the parties and party contacts for the contract.

   Step 4

5. The application automatically adds the contract creator as a contact.

   Step 5

6. The creator is also specified as the contract owner.

    

   Each contract must have at least one internal contact that is specified as the contract owner. An owner receives notifications and sees the contract listed when searching for My Contracts.

   Step 6

7. Because you plan to create a purchase order for the items in this contract, you must also enter a buyer. In this contract, Catherine Baker can also serve as the buyer, so enter her again in this role.

    

   Click the Add button.

   Step 7

8. Click the Role list.

   Step 8

9. Click the Buyer list item.

   Step 9

10. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "Baker, Catherine"
    .
    Step 10

11. Now enter shipping information in the Locations region.

     

    Whatever you enter in the header is automatically copied over to the contract lines.

    Step 11

12. Enter the supplier site.

     

    Click the button to the right of the Supplier Site field.

    Step 12

13. Select the site.

     

    Step 13

14. Enter the ship-to organization.

     

    Click the button to the right of the Ship-to Organization field.

    Step 14

15. Click the Boston Manufacturing list item.

    Step 15

16. Enter the ship-to location.

     

    Click the button to the right of the Ship-to Location field.

    Step 16

17. Click the M2- Boston list item.

    Step 17

18. You are now ready to enter contract lines as shown in a related demonstration.

    Step 18

This concludes the demonstration of entering party details  into a supplier contract.

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