Users with access to Go to Market and Contract Management can automatically create new contracts from awarded supplier responses to reduce double handling and human error. This integration allows you to push finalized market requests into Contract Management as standalone contracts, head agreements (panel contracts), or subcontracts.
Prerequisites
User Roles: Access to both Go to Market and Contract Management modules.
System State: The market request in Go to Market must be finalized.
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
Navigate to your market request in Go to Market once you have selected your successful supplier(s).
Finalize your market request.
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Select one of the following transfer options based on your requirement:
Transfer Finalised Response: Click this to transfer a single response as a standalone contract.
Transfer Finalized Request: Click this to transfer all successful responses at once (if there is more than one).
View the integration options screen; an Orange Tick on the left of the response reference number indicates the request has not yet been transferred.
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Click the option under Actions to begin the transfer.
Note: A spinning wheel will appear while processing. Please wait for the process to complete.
Once the transfer is successful, the tick will turn Green. Click the option under Actions to view the finalized request in the Contracts module.
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Authenticate your access if the login prompt appears:
If the user isn't already logged into Advanced Contracts, then a login prompt will appear. For users coming from Go to Market, they should click the single sign on button which will use their Go To Market credentials to log them directly into Contract Management. If the user was already logged into Contracts, then this login screen will not appear, and the user will be taken directly to the Contracts module.
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Review the pre-populated contract in the setup state. The following fields are automatically 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
Populate all remaining fields and follow the prompts to complete the setup.
Results & Validation
A successful transfer is confirmed when the response icon turns green and you are redirected to a new contract record in Contract Management pre-filled with the Go to Market reference number in the Establishment field.
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 associated with this request/contract and the output of the procurement process is panel contract or subcontract, this will automatically assign these "Contract arrangement" types to the generated contracts
- If a Procurement Plan is associated with this request/contract and the output of the procurement process is standalone contract, this will automatically assign this "Contract arrangement" type to the generated contracts
- If there is no Procurement Plan associated to the with this request/contract, the generated contracts will sit in a draft state where you can select the "Contract arrangement" type as either head/sub or standalone contract
Direct Entry: When the Procurement Plan output is a contract, details such as Start Date, Duration, and Extension options flow through automatically to the contract module.