This article explains how Administrators can create, edit, and delete Contract Types within the Contracts Management module.
Contract Types are essential because the selection determines the required setup steps, the visible sub-areas in the contract Details tab, and the available registers when managing the contract. VendorPanel - a Unimarket Company provides default Contract Types that can be retained, overwritten, or deleted.
Prerequisites
Role: You must be an Administrator for the Contracts Management module.
Locate the Contract Types List
To access the configuration screen for Contract Types:
Navigate to the Contracts Management module, either via the app launcher icon in the menubar or the navigation tile on your Homepage.
Click on the Manage Module tab in the top right to open the module settings.
Select the Lists tab and then click on the Contract Types heading to expand the list of existing Contract Types.
Create a New Contract Type
Click on the plus (+) symbol to the right of the Contract Type list. A pop-up will appear.
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Enter the required details in the pop-up:
Name of the contract type
The term used for the second party of the contract (e.g., Vendor, Supplier, Customer, Funder)
Prefix (only applicable if the Contract Type is required for the system-generated contract number)
Setup Configurations
This area defines which information is required during the contract setup process.
Select the Setup configuration area.
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Set which information is required to be input. The available steps include:
High Level Details: Includes specifying a contract name, number, summary, department, category, subcategory, and uploading or linking a document.
Vendor (Second Party): Includes specifying a second party by selecting an existing vendor record or creating a new one.
Procurement Details: Includes specifying free-text summary, reference #, or linked/attached documents related to the contract's establishment. This step is optional if enabled.
Value: Captures the initial contract value and an option to specify an expenditure type and cost centre. This step only applies to Standalone and Subcontracts; the value of Head Agreements is the sum of linked Subcontracts.
Duration: Includes specifying the initial contract duration and entering details of any known extensions.
Roles: Includes allocating a Contract Manager (required) and optional roles like Contract Owner or Sponsor.
Management Configurations
This area determines what information and registers are available to users when viewing and managing the contract.
Registers
Registers are used to capture specific information (e.g., KPIs, risks) or perform actions (e.g., custom reminders) against a contract.
Click the Refresh List button at the bottom of the list to pull an up-to-date list of all available registers.
Tick/untick the box next to each register to enable/disable it for this contract type.
Note: The available registers vary depending on whether you have a Lite or Advanced Contracts Management license. System Administrators choose which registers to enable at a system-wide level, and then they can be enabled/disabled per contract type.
Details (Sub-areas)
The contract Details tab is where key contract information is displayed. This information is organised into various sub-areas that can be enabled or disabled per contract type.
Click the Refresh List button at the bottom of the list to pull an up-to-date list of all sub-areas.
Tick/untick the box to enable/disable these sub-areas to determine what is visible on the contract Details tab.
Other Settings
This section allows you to determine whether to display the vendor's details under a dedicated tab on the contract record.
This includes the vendor's name and a link to their vendor record.
Clients with an Advanced license can also link vendor contacts and compliances in this section.
Saving the Contract Type
Once all configurations are complete, click on the Save and Close button in the top-right corner of the pop-up.
Edit an Existing Contract Type
Any changes made will reflect on all existing contracts using that type and be effective for all new contracts.
With the Contract Type list expanded, click on the contract type you wish to edit. The configuration details will open in a pop-up.
Make any required changes (refer to the steps in Create a New Contract Type above).
Click the Save button in the top-right corner of the pop-up.
Delete a Contract Type
Deleting a contract type removes it from the list available when creating a new contract but does not remove or impact existing contract records using that type.
With the Contract Type list expanded, click on the contract type you wish to delete. The configuration details will open in a pop-up.
Scroll to the bottom of the pop-up to find the Click here to delete this record heading.
Click on the heading, then on the Yes - delete this record button to confirm the action.
What's Next / Related
Troubleshooting
If you cannot access the Manage Module tab, confirm you have the necessary Administrator role for Contracts Management.
If your changes don't save, ensure all mandatory fields (like the Name) are filled in the initial pop-up.
If a specific register isn't available to enable, check with a System Administrator that it has been enabled system-wide and confirm your license type (Lite vs. Advanced).