mytem360 / Settings/ Contract Administration | |
Adding a new contract |
1. Go to Settings -> Contract Administration
2. Click on 'Add a contract'
3. The contract form page will open up and give you access to the minimum amount of fields to fill in at contract creation:
- Provider: Select the provider for which the contract is destined by clicking on the drop down list. If the provider is not available, you can click on the little + (only available if you have access to the 'Account administration' module). The + sign will redirect you to the provider creation screen.
- Agreement Name/Number: this is to make sure the contract is unique and not a duplicate of another one.
- Contract type (Contract, MSA - framework agreement, Other)
- Status (Active / in progress, Suspended, Closed)
- Effective date (start date)
- Minimum commitment (months)
- Renewal terms (Tacit, Express, None)
4. Fill in all these fields, and Submit:
5. This will take you to the next step of the process: the contract page.
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