Issue a Contract
- AMT
- Paula Dobrowolska (Unlicensed)
Once a Requisition is Active it can be Issued - sent to the subcontractor for review and signature.
Contracts can be issued by an authorized user with the proper Access Control Level (ACL).
Prerequisites:
- Create a Requisition
- Requisition Status: Active
- Contract Status: Pending
There are two steps when Issuing a Contract:
Issue a Contract
Contracts can be issued by an authorized user with the proper Access Control Level (ACL).
- Navigate to the Contracts Module and Click on the Company Name to Open an Active Requisition Document.
2. Click the Issue Contract button in the Contract section.
The Issue Contract screen is displayed.
3. Complete all of the Mandatory Fields *:
- Issue Date:* Defaults to the current date.
- Date of Agreement:* The Contract Date defaults from the requisition document.
- Notify Subcontractor?:*
If No: notification does not get sent out of Gate Three.
If Yes: a notification is sent to the contact as defined in the Contract Settings. - Comments: Editable text field.
4. Click the Issue Contract button.
The issued contract is sent to the subcontractor and the contact specified in the distribution list, as defined in the Contract Settings.
5. The Status of the Contract is Issued and Under Review.
6. The review comments are logged in the Review Comments and Attachment section.
Next Steps:
Approve or Revert an Issued Contract
Once a Contract is Issued - sent to the subcontractor for review and signature.
Requisitions can be created by an authorized user with the proper Access Control Level (ACL).
Prerequisites:
- Navigate to the Contracts Module and Click on the Company Name to Open an Active and Issued Requisition Document.
2. In the Contract section, Click the Approve or Revert link.
3. Enter Comments in the editable text field and click the Add Attachment button to upload the signed and returned copy of the Contract by the Subcontractor.
4. Click the Approve button.
5. The Review status updates and is displayed in the Contract View section.
6. The Approve or Revert comments are logged and displayed in the Review Comments and Attachment section.
