Checking for Deviations from Standards and Submitting a Supplier Contract for Approval

This demonstration shows how to review a supplier contract for any deviations  from company standards and how to submit that contract for approval.

This is the fifth 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. Begin by navigating to the Contract Terms tab of the contract you created as shown in related demonstrations.

   Step 1

2. Before submitting the contract for approval,  check to see if the contract conforms to company standards.

   Step 2

3. Click the Actions menu.

   Step 3

4. Click the Review Contract Deviations list item.

   Step 4

5. The application lists any deviations from company standards in a report that can be attached to the notification sent to the contract approvers.

   Step 5

6. There are no clause deviations in your contract.

   Step 6

7. But you do have one deviation from company policy: the payment terms in the contract.

   Step 7

8. View the details of the deviation.

    

   Click the Payment terms deviation link.

   Step 8

9. The application displays the details in the Policy Deviation window.

   Step 9

10. The recommended terms are Net 30.

    Step 10

11. Click the Done button.

    Step 11

12. Because the Generate for approval option is selected, a copy of this report will be attached to the approval notification for the contract.

    Step 12

13. You can enter a note for the contract approvers about the deviation in the Approval Abstract field.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     "Supplier OK with new payment terms."
    .
    Step 13

14. Click the Save and Close button.

    Step 14

15. You are ready to submit the contract for approval.

     

    Click the Submit button.

    Step 15

16. The application automatically validates the contract after you submit it for approval. There are no errors so you can submit again.

    Step 16

17. Click the Submit button.

    Step 17

18. Notice the contract is now pending approval. You cannot edit it until it has been approved or rejected.

    Step 18

This concludes the demonstration of reviewing a supplier contract for deviations from company standards and submitting the contract for approval.

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