Create a Contract from an Awarded Supplier Response

  • Updated

Create a contract in Contract Management directly from an awarded supplier response in Go to Market. This reduces double handling and human error.

Prerequisites

  • User Roles: Access to both Go to Market and Contract Management modules.

  • System State: You have selected the successful supplier(s) for your market request.

  • Optional Data: If Procurement Planning was used, ensure the plan is associated so that contract types (Standalone, Head, or Subcontract) and specific details like duration and extension options flow through automatically.

Steps to Transfer a Response

  1. In Go to Market, open your market request after you’ve selected your successful supplier(s).

  2. Finalize the request. See Finalize a Request or Tender.

  3. Select a transfer option:

    1. Transfer Finalized Response: Transfers a single response as a standalone contract.

    2. Transfer Finalized Request: Transfers all successful responses at once.

  4. On the integration options screen, check the status. An orange tick next to the response reference number means it hasn’t been transferred.

  5. Click the option under Actions to begin the transfer.

    Note: A spinning wheel will appear while processing. Please wait for the process to complete.

  6. Once the transfer is successful, the tick will turn Green. Click the option under Actions to view the finalized request in the Contracts module.

  7. If a login prompt appears, click the single sign-on button to sign in with your Go to Market credentials. If you’re already logged in to Advanced Contracts, you go straight to the contract.

  8. Review the pre-populated contract in the Setup state. These fields are filled from the Go to Market request:

    • Contract Title = Request Title

    • Contract Summary = Request Description

    • Vendor = Awarded Supplier(s)

    • RFx Documents = Awarded Supplier(s) Response

    • Establishment = Request VP Reference Number

    • Value (ex/incl Tax) = Awarded Supplier Response

    • Award Date = Request Finalise Date

  9. Complete the remaining fields and follow the prompts to finish the setup.

Results & Validation

The transfer worked if the tick is green and you land on a new contract in Contract Management. The Go to Market reference number appears in the Establishment field.

In Contracts Lite and Advanced Contract Management, the supplier’s Supplier Intelligence credentials, as captured at award, also appear on the contract. See View Supplier Intelligence credentials on a contract.

Troubleshooting

  • Missing Contract Arrangement Type: If there is no Procurement Plan associated, the generated contract will sit in a Draft state until you manually select the "Contract arrangement" type (head/sub or standalone).

  • Automatic Assignments: If a Procurement Plan is linked, the system automatically assigns the "Contract arrangement" based on the plan output; if this is incorrect, verify the original Procurement Plan settings.

Limits & Notes

  • If a Procurement Plan is linked, Contract arrangement is assigned from its output (standalone, panel contract or subcontract).

  • If no Procurement Plan is linked, the contract stays in Draft until you select a Contract arrangement type.

  • Direct entry: When the Procurement Plan output is a contract, details such as start date, duration and extension options flow through automatically.

  • Supplier Intelligence credentials on contracts are available in Contracts Lite and Advanced Contract Management.

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