How to create Contract?

How to create Contract on the web browser?

Note: This is usually created by the procurement team. The system sends reminder and expiry notifications to the Contract Manager.

To create a new Contract

1. Select Add Contract under Vendor & Contract Management from the Menu.
2. Select the organization or area that the rate book is for.
3. Click on Add Organization/Area button to add the selected organization/area.
4. A successful message will be shown and the organization/areas added will be reflected.

5. 5. If the contract is to manage a certain asset type, select the respective asset type for the system to retrieve the list of the relevant assets in the chosen organization/area.
   6. Should the contract only maintain certain assets in the building due to service specialization, select the respective asset ID to be added by clicking on the arrow to include.

7. In the Details tab, fill in the compulsory fields marked with *.

8. Click on the Vendor tab.
9. Select the vendor involved in this contract from the list of vendors in the system.
10. Once the vendor is selected, the vendor’s information will be populated.

11. Select the Type of Service that the vendor must perform under this contract by ticking the box.
12. Under the Service Level Agreement, select either whether to use the Service Levels defined for the area or use a new set of service levels specific to this contract.
13. If a new set of service levels specific to this contract choice is selected, indicate the service level by and then click on Add Service Level button.

14. In the Terms tab, input the contract sum and association to any rates book.
15. In the Part Group, select to use rates book based on location or specific for this contract.
16. If the rate book is specific for this contract, need to select the respective rate book and click on Add SOR.

17. In the Misc tab, fill in the necessary fields for information purposes.
18. To save all the information of the contract, click on Save This Contract button.

19. Once the contract is created, a successful message will appear under the header.

More on this topic

• For a step-by-step guide to manage the contract, see How to manage contract on the web browser?.
• For step-by-step guides to using Vendor & Contract Management module, see Vendor & Contract Management Module.