Visual guide
Prepare a supplier contract
Walk through the supplier contract wizard up to Review, checking the counterparty, commercial structure and terms before creating a record.
8 minutes
Step by step
Follow each step on screen
- 01
Open Costs and contracts > Contracts and select New contract.
- 02
Choose Supplier for purchases, supplies or subcontracts.
- 03
On General, select a project or organization supplier.
- 04
Choose the appropriate contract type.
- 05
Enter a title. The contract number is generated when it is created.
- 06
Review the currency and template before continuing.
- 07
Find and confirm the correct supplier.
- 08
Confirm the selected supplier.
- 09
Check the general information and continue.
- 10
On Line items, choose item based, lump sum or no contract amount. The example adds no items.
- 11
If using items, choose a budget and select items or add manual lines for the real contract.
- 12
On Terms, add the required contractual sections and conditions. These were left empty in the test.
- 13
On Schedule, leave it unlinked, create it from lines or link an existing one.
- 14
On Quality, create or link a check, or leave it for later.
- 15
On Review, check the supplier, type, amounts, items, schedule, quality and terms.
- 16
Create contract is the final save action. It was not tested; use only approved real data.
FAQ
Frequently asked questions
What was verified and what remains untested?+
The wizard was explored through Review. No supplier contract was created and its later detail was not tested. The zero amounts in the example are not a contract template.
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