Solutions

Contract Management

Karishma Sibal Jul-17th, 2015 10:47 1 0
It is used to create and track contracts and also ensures product quality.

Filter list:

Filter list is used to provide more efficient and effective searches. When you enter filter term in search box and when filter is applied then the particular list appears according to the filter that is applied.

Apply filter:

When all the details regarding the filter are filled then filter can be applied for the particular list of contracts. Depending upon the terms that are filled for the filter to be applied the list appears for the filters.

Add Contract:

Department:

The department for the contract is to be selected from the drop down.

Name:

The name of the contract is to be entered here.

Contract type:

The contract type is to be selected from the drop down.

Product:

The particular product for the contract is to be selected from here.

Vendor:

The particular vendor for the contract is to be selected from here.

License count:

The license count for the contract is to be specified here.

License type:

The particular license type is to be selected from the drop down.

Approver:

The staff agent who will approve the contract is to be selected from here.

Cost:

The cost for the contract is to be specified here.

Description:

The description of the particular contract is to be specified here.

Attach CI:

CI can be attached to the particular contract from this option.

Attach file:

A file can be attached to the particular contract from this option.

Start date:

The start date for the contract is to be specified here.

End date:

The end date for the contract is to be specified here.

Notify contract expiry:

If it is kept checked then a notification mail will be send to the client after the expiry of the contract within the number of days that is specified.

Add:

When the contract is added by the add option then in the listing the status for it is shown as Draft unless it is not approved.

Submit for approval:

It can be submitted for the approval to the particular staff member and depending upon this the contract can either be rejected or approved.

Update Contract:

One will be able to edit the particular contract unless it is not send for the approval ie. Its status is saved as a draft. The changes can be made and it can be updated from the Update option present at the bottom.

Vote

Was this article helpful?
1 out of 1 found this helpful