15. Contracts

1. Overview.

Contractor is engaged under a contract to provide Laboure or services. 

2. Pre-requisites

General Config: 

To describe the Contract approver involvement in Contract submission process. The toggle button is used to enable or disable the feature to decide on contract approver is required during contract submission or not. 

 

  

Contract Type Config: 

To Configure type, navigate to Settings >> Contracts >> Contract Type.  

  1. Category: List of Categories will be displayed in the Category drop-down.

  2. Add Option: To add a new contract type.

  3. List view: Contract type configured will be displayed in a dynamic table will relation information.

  4. Search: To search specific contract type line item.

  5. 3 dots icon: To perform edit & delete actions. 

  

Add Contract Type:  

  1. Category: User can select the category front the list of categories. Based on the category, User can create a Contract type. The are list of Categories involves:

    • Services

    • Assets

    • Location

    • Inventory

  2. Contract Type: To define the Contract Type name. The name should be unique.

  3. Email Notification: To describe the email notification frequency.

  4. Cancel: To cancel the creation process.

  5. Submit: To complete the creation process.

      

3. Contracts Dashboard

Contracts Dashboard: 

Contract Dashboard provides a high-level overview on the Total number of contracts, number of contracts with various statuses, categories etc. 

 

Below are the items that can be viewed on the Contracts dashboard.

  1. Contracts Widgets: To display Active & Expired Contracts count.
  2. Pending Contracts Widgets: To display Contracts, count with pending approval, approved, rejected & draft statuses.
  3. List View: List of contracts displayed in a dynamic table with replated information.
  4. Categories Drop-down: To filter the list based on specific category.
  5. Search: To search specific Contract from the list.
  6. Filter: To add filter condition for Contracts view.  

Contracts Details Page View: 

To view the Contract details, click on the specific Contract from the Contract dashboard. 

Below details are displayed in the Contract details page: 

  1. Contract Name: Contract name and status displayed at the top left.

  2. Basic Details: Basic details like, category, contract type, start date expiry date and contract value displayed at left top next to Contract name.

  3. Vendor: Vendor details displayed in Vendor section.

  4. Contact Person: Contact Person details displayed in Contact Person section.

  5. Contract Approver: Contract Approver details will be displayed in this section.

  6. Assets: To display Asset details associated with the Contract.

  7. Terms & Condition: To display the terms & conditions of the Contract.

  8. Comments: To add comments. 

4. New Contract

New Contract: 

Create a new contract by navigating to Contracts >> New Contracts from application dashboard.

  Below are the parameters involved in the New Contract creation process. 

  1. Contract Details: This section is given to describe the basic information of the Contract which includes Contract name, Contract number, Contract Category, Start date, Expiry date & Contract value. Contract type list will auto populate on selecting the Contract category based on configuration. Users can select the type from the list.

  2. Contract Administration: To select the Contract administrator from the drop-down list.

  3. Vendor: To select the Vendor from the drop-down list. The list of Vendors available in the Vendor module will be displayed in the drop-down.

  4. Working Time: To describe the Working time.

    • If the Custom Work Time is enabled: work time can be defined for the Vendor’s Contract.

    • If Custom Work Time is enabled disabled: It will consider the Organization work time. 

  5. Terms & Condition: To describe the terms & conditions of the contract.

  6. Contract Approver: To add Contract Approver for Approving the Contract on submission.

  7. Documents: To upload support document.

  8. Cancel: To cancel the Contract submission process.

  9. Save: To complete the Contract submission process.

  10. Save Draft: To save the Contract created as draft. 

5. Contract Creation Flow

Below is the Contract creation flow.

Step 1: Create Contract. 

 

 

Step 2: Email notification trigger to Approver.
 

 

Step 3: Approve / Reject.

 

Approve: Approver must update the remarks. 

Note: Remarks is an optional field. 

Reject: Approver must update the remarks. 

Note: Remarks is an optional field.