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Add a Contract by Vendor/Client   
Page last modified on Tuesday, August 24, 2021 3:45 PM (by Adam Widmeier) (initially created on Friday, May 4, 2012 12:46 PM)
Assigned to: Adding a Contract
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Adding a Contract by Vendor/Client

Before adding a contract into the Contract Insight system, it is best to verify with the Application Administrator that all departments, vendors, employees, locations, contract types, and status information has been entered.

1.  To Add a Contract by Vendor/Client, on the top navigation menu, go to Contracts > Add Contract by Vendor/Client.



2.  The Add New Contract Record screen displays. Enter the desired vendor/customer name, click Search, and select the Vendor/Customer name for whom you would like to add the new contract. 



3.  After selecting the Vendor/Customer you would like to add the new contract record with, you will then be asked to select the Contract Type of the new contract record.




Note: Depending on the contract type selected, the Add Screens will look slightly different from one another.  Your Application Administrator can alter the fields for each contract type in the Field Manager section of the Manage/Setup top menu selection.  Please be sure to enter all required fields.

4. After entering all required fields (marked by a *) on the Add New Contract screen, click Save & Continue to add the new contract.




Note: For long drop down lists (for example, Vendor drop down), click the drop down arrow for the drop down list to appear and begin typing the name of the vendor you would like to add. The system will automatically position to the area of the drop down that corresponds to what is being entered.


Note: Grayed out fields may be different in each Contract Insight system. Contact your Application Administrator if you have any questions about areas that need to be altered/edited.  Some fields may be automatically filled when clicking Continue.


 

Click Save & Continue to create the new Contract Record. The Contract Details screen for the new record displays.


 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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