Contracts Management - Admin Management

  • Contract Management Module: General Settings Overview

    This article provides an overview of the General settings available in the Contract Management module, which are managed by System Administrators. Knowing these settings he...

  • Manage Contract Tabs and Registers

    Use this article to learn how to set up and manage Contract Tabs and Contract Registers within the Contracts Management module. You'll learn how to add, remove, and order t...

  • Manage Contracts Management Lists

    This article outlines how System Administrators can view and update the predefined values (Managed Lists) used in the Contracts Management module. You will learn how to acc...

  • Create and Manage Contract Types

    This article explains how Administrators can create, edit, and retire Contract Types in the Contracts Management module. Contract Types are essential because the selection...

  • Contract Admin Area Overview

    The Contract Admin Area lets administrators correct and adjust active contract details that fall outside standard workflows. Use it to fix data errors and keep contract rec...

  • Change the Initial Value on an Active Contract

    Change the initial value of an active contract when no approved variations or extensions have added value to it. This is an administrative action that bypasses standard app...

  • Merge Duplicate Vendor Records

    In Contract Management, vendor records are created either via integration with Go To Market when transferring a finalised response, or manually by users during Contract set...

  • Rename default roles

    To match your organisation's terminology, rename default roles by entering a Custom Display Name. Use this when your teams call a role something other than Contract Manager...

  • Manage Custom Contract Roles

    Use Custom Contract Roles to create your own roles that control permissions, approval routes and email reminders in Contracts. Custom roles are separate from the default s...

  • Manage Contract and Procurement Sequences

    Administrators can use the Sequences feature to view and update the current sequence number for contracts and procurements in the system. This gives you more control over h...

  • Choose which Supplier Intelligence credentials users can see in Contracts

    Use this article to control which Supplier Intelligence (SI) credential types your users see on contracts. It is for Admins in Contracts Lite and Advanced Contract Manageme...